Guide BMO customers toward financial goals through investment planning, needs-based advice, and relationship development while working mostly independently.
As a Financial Planner, you provide financial and investment planning advice in customers’ best interests. You assess needs, recommend managed products, and refer banking solutions to partners. Your work includes mutual funds, retirement savings plans, customer appointments, and relationship management. You also support sales targets and business development.
Key Responsibilities: Assess customer needs and recommend suitable investment solutions
Sell managed products including mutual funds and retirement savings plans
Build relationships through appointments, outreach, and community engagement
Generate referrals for banking, lending,
and investment products
Develop relationship management plans for client needs
Requirements: Typically three to five years of relevant experience
Post-secondary degree or equivalent education and experience
Required Financial Planner licensing and registration
Advanced knowledge of the financial industry
In-depth communication, collaboration, analytical, and influence skills
Bring investment planning, customer assessment, and relationship management expertise to help BMO customers make financial progress.