Shape investment solutions at BMO as a Financial Planner in Montréal, using needs assessments and financial planning expertise. Support customers across banking and investment decisions.
This Financial Planner serves customers through financial and investment planning advice. You will recommend managed products, including mutual funds and retirement savings plans, while referring needs to business partners. The work combines relationship management, business development, customer conversations, and strategic recommendations.
Key Responsibilities:
- Assess customer needs and identify immediate or future opportunities
- Recommend managed investment products aligned with customer goals
- Generate appointments through outreach and community relationship building
- Develop relationship management plans for client needs
- Provide referrals for banking, lending, and investment 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 financial industry knowledge
- In-depth communication, analytical, and problem-solving skills
Bring investment planning, customer advice, and relationship management expertise to Financial Planner work at BMO in Montréal.
BMO Financial Planner Investments employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
