Investment & Retirement Financial Planner BMO
Job in
Duncan, BC, Canada
Listed on 2026-06-09
Listing for:
Tobermory
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
This full-time role positions you as a key Financial Planner specializing in Investment & Retirement Planning. Collaborate with the branch team to support customer inquiries and efficiently handle transactions. You'll implement business development strategies while engaging proactively with both new and existing clients to meet their financial goals.
Key Responsibilities:
• Offer expert investment planning and advice to clients
• Sell managed products and services effectively
• Engage actively with new and existing customers
• Implement strategies for acquiring new business
• Support branch team with customer transactions
Requirements:
• 3-5 years of relevant financial experience
• Personal Financial Planner (PFP) designation required
• Knowledge of Canadian Securities Course for selling mutual funds
• Strong verbal and written communication skills
• Analytical and problem-solving capabilities
Impact the financial futures of clients by leveraging your expertise as a Financial Planner at BMO in Duncan.
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