Shape investment strategies and financial goals as a BMO Financial Planner at 7140 Scott Road/120 Street, using needs-based advice and relationship management.
This Financial Planner position provides financial and investment planning within BMO's Retail Banking Sales & Service group. You will assess customer needs, recommend managed products, and build relationships with new and existing clients. The work includes mutual funds, retirement savings plans, referrals, and community relationship development.
Key Responsibilities:
- Provide financial and investment planning aligned with customer interests
- Assess needs and recommend managed products and services
- Develop client relationships and implement relationship management plans
- Generate appointments through outreach and branch referrals
- Identify referrals for personal and commercial banking products
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, analytical, influence, and collaboration skills
Use investment planning, customer assessments, and relationship development to help BMO clients make meaningful financial progress.
BMO Financial Planner Investment Advisor in Surrey employer: Bank of Montreal
BMO Financial Group is an exceptional employer located in the heart of Toronto, offering a dynamic work culture that prioritizes collaboration and innovation. Employees benefit from comprehensive health insurance, tuition reimbursement, and robust retirement savings plans, alongside ample opportunities for professional growth through training and mentorship. With a commitment to inclusivity and a focus on making a positive impact, BMO empowers its team members to thrive both personally and professionally.
