Shape investment strategies and financial goals as a BMO Financial Planner at 7140 Scott Road/120 Street, using needs-based advice and relationship management.

This Financial Planner position provides financial and investment planning within BMO’s Retail Banking Sales & Service group. You will assess customer needs, recommend managed products, and build relationships with recent and existing clients. The work includes mutual funds, retirement savings plans, referrals, and community relationship development.

Key Responsibilities:
Provide financial and investment planning aligned with customer interests
Assess needs and recommend managed products and services
Develop client relationships and implement relationship management plans




Generate appointments through outreach and branch referrals
Identify referrals for personal and commercial banking products

Requirements:
Three to five years of relevant experience typically
Post-secondary degree or equivalent education and experience
Required Financial Planner licensing and registration
Advanced knowledge of the financial industry
In-depth communication, analytical, influence, and collaboration skills

Use investment planning, customer assessments, and relationship development to help BMO clients make meaningful financial progress.

📌 Bmo Financial Planner Investment Advisor Surrey
🏢 Bank of Montreal
📍 Surrey