Investment & Retirement Financial Planner BMO

Excel in financial advisory as a Financial Planner at BMO in Duncan, BC. Focus on investment planning while providing tailored solutions for customers' banking service needs.

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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