Wealth Management Financial Planner
Job in
Fredericton, New Brunswick, A3A, Canada
Listed on 2026-10-29
Listing for:
BMO
Full Time
position Listed on 2026-10-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Shape retirement, investment, and tax-efficient strategies for BMO clients through comprehensive financial planning and needs-based wealth advice.
This advisor builds long-term relationships with mass affluent individuals and households, primarily serving clients under $500K. The position combines discovery conversations, portfolio guidance, and proactive service to address financial goals, risk tolerance, and life-stage needs. Advisors recommend managed solutions, ETFs, mutual funds, individual securities, and approved wealth management solutions.
Key Responsibilities:- Conduct comprehensive discovery and planning conversations
- Explain investment strategies, risks, and performance expectations
- Recommend retirement and tax-efficient investing approaches
- Provide budgeting and select insurance solutions
- Maintain accurate records and protect confidentiality
- Relevant advisory, planning, or wealth management experience
- Proven relationship growth and business development record
- Financial planning and needs-based advisory skills
- Professional Financial Planning or CFP preferred
- Strong analytical, presentation, and influence abilities
Use financial planning expertise, investment knowledge, and clear communication to support client goals while meeting regulatory requirements.
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