Guide customers through investment strategies, retirement savings plans, and managed products while developing relationships and identifying opportunities.

This Financial Planner role combines investment advice, sales, and relationship management at BMO. You respond to investment requests, understand personal banking needs, and recommend solutions based on customer goals. The work also includes acquiring recent business, supporting targets, and referring customers to partners.

Key Responsibilities:

- Introduce customers to investment strategies and guidance tools
- Develop relationship management plans addressing client needs
- Conduct outbound campaigns and cultivate branch referrals
- Maintain knowledge of investment products, practices, and trends




- Support sales and performance target achievement

Requirements:

- Three to five years of relevant experience typically expected
- Related post-secondary degree or equivalent combination
- Financial Planner licensing and registration in employment jurisdiction
- Specialized knowledge from education or business experience
- In-depth verbal, written, analytical, and influence skills

Use investment expertise, customer conversations, and relationship planning to deliver BMO solutions aligned with personal financial goals.

📌 Investment Advisor Financial Planning (Grand Falls-Windsor)
🏢 BMO
📍 Grand Falls-Windsor