Help BMO customers pursue financial goals through investment planning, retirement savings solutions, and personalized advice at 7140 Scott Road/120 Street.

As a BMO Financial Planner, you will support customers through guidance tools, needs-based assessments, and suitable investment recommendations. You will maintain knowledge of personal investment products, practices, and trends while building lasting client relationships. The position also supports sales and performance targets through referrals and business development.

Key Responsibilities:

- Introduce clients to investment strategies and goal-setting tools
- Respond to investment requests and fulfill product needs
- Maintain current knowledge of investment products and trends




- Integrate promotions into strategic customer conversations
- Support sales and performance targets through referrals

Requirements:

- Three to five years of relevant experience typically
- Related post-secondary degree or equivalent combination
- Provincial or territorial Financial Planner licensing
- Specialized knowledge from education or business experience
- In-depth verbal, written, analytical, and problem-solving skills

Bring investment knowledge, financial planning expertise, and customer-focused guidance to BMO’s wealth and banking conversations.

📌 BMO Wealth Management Financial Planner (Surrey)
🏢 Bank of Montreal
📍 Surrey