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: 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.
