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.