Job opportunity
Investment Advisor Financial Planning
BMO
Guide customers through investment strategies, retirement savings plans, and managed products while developing relationships and identifying opportunities.
This Financial Planner role combines investment advice, sales, and relationship management at BMO. You respond to investment requests, understand personal banking needs, and recommend solutions based on customer goals. The work also includes acquiring new business, supporting targets, and referring customers to partners.
Key Responsibilities:
Introduce customers to investment strategies and guidance tools
Develop relationship management plans addressing client needs
Conduct outbound campaigns and cultivate branch referrals
Maintain knowledge of investment products, practices, and trends
Support sales and performance target achievement
Requirements:
Three to five years of relevant experience typically expected
Related post-secondary degree or equivalent combination
Financial Planner licensing and registration in employment jurisdiction
Specialized knowledge from education or business experience
In-depth verbal, written, analytical, and influence skills
Use investment expertise, customer conversations, and relationship planning to deliver BMO solutions aligned with personal financial goals.
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Apply on source site This Financial Planner role combines investment advice, sales, and relationship management at BMO. You respond to investment requests, understand personal banking needs, and recommend solutions based on customer goals. The work also includes acquiring new business, supporting targets, and referring customers to partners.
Key Responsibilities:
Introduce customers to investment strategies and guidance tools
Develop relationship management plans addressing client needs
Conduct outbound campaigns and cultivate branch referrals
Maintain knowledge of investment products, practices, and trends
Support sales and performance target achievement
Requirements:
Three to five years of relevant experience typically expected
Related post-secondary degree or equivalent combination
Financial Planner licensing and registration in employment jurisdiction
Specialized knowledge from education or business experience
In-depth verbal, written, analytical, and influence skills
Use investment expertise, customer conversations, and relationship planning to deliver BMO solutions aligned with personal financial goals.
#J-18808-Ljbffr