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BMO Financial Planner Investment Advisor
Job in
Burnaby, BC, B5B, Canada
Listed on 2026-10-28
Listing for:
Bank N.A.
Full Time
position Listed on 2026-10-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Guide investment decisions as a BMO Financial Planner at 7075 Kingsway Avenue, using needs-based assessments and financial planning expertise. Build trusted customer relationships.
This Financial Planner provides investment planning and advice aligned with customer goals. You will recommend managed products, including mutual funds and retirement savings plans, while referring additional needs to business partners. The position emphasizes proactive outreach, relationship development, and thoughtful financial guidance.
Key Responsibilities:- Provide financial and investment planning advice
- Assess customer needs and recommend managed products
- Build relationships with new and existing customers
- Develop relationship management plans for clients
- Maintain knowledge of investment products and trends
- 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 analytical and communication skills
Use investment planning, customer assessment, and relationship management skills to help BMO customers make financial progress.
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