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Investment Planning Specialist
Job Description & How to Apply Below
Deliver investment planning and customer advice with BMO at 101 Crowfoot Way NW, using needs-based assessments and managed products.
As an Investment Specialist, you will provide financial and investment planning advice aligned with customer goals. You will sell mutual funds, retirement savings plans, and similar products while referring additional needs to partners. The position emphasizes relationship building, business development, and timely service.
Key Responsibilities:- Assess customer needs and recommend appropriate investment solutions
- Sell managed products and services aligned with customer goals
- Generate appointments through outreach and community relationship building
- Identify referrals for personal and commercial banking products
- Support sales targets, transactions, and customer experience
- Two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Working toward Financial Planner licensing and registration requirements
- Good financial industry knowledge and specialized knowledge
- Good communication, organization, collaboration, and analytical skills
Apply investment planning, managed product sales, and customer relationship skills while developing toward BMO Financial Planner accreditation.
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