Deliver investment advice and financial planning as a BMO Financial Planner at 280 Main Street East, building customer relationships through needs-based solutions.
This Financial Planner position provides financial and investment planning for customers. You will recommend managed products, including mutual funds and retirement savings plans, while referring other needs to partners. The role combines relationship management, business development, and strategic customer conversations.
Key Responsibilities: Assess customer needs and recommend appropriate investment solutions
Build relationships through appointments, referrals, and community outreach
Introduce investment strategies and establish customer financial goals




Generate referrals for personal and commercial banking products
Support sales and performance targets through timely service
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, collaboration, analytical, and influence skills
Use investment knowledge, relationship management, and analytical skills to help BMO customers make meaningful financial progress.

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📌 BMO Financial Planner Investment Advice (Ontario)
🏢 BMO Financial Group
📍 Ontario