Job Description
Join BMO as a Financial Planner and deliver expert financial and investment planning services. Focus on understanding client needs and providing customized investment solutions in a dynamic role.
You will proactively engage, assess needs, and provide strategic advice to clients, leading to effective investment decisions. By ensuring excellent customer experience and addressing investment requests, you will support BMO’s goals. Building on your advanced financial knowledge, you'll implement strategies for new business acquisition and deeper community connections.
Key Responsibilities:
• Conduct needs assessments to establish client investment goals
• Develop business strategies for acquiring and retaining clients
• Provide referrals for banking products based on client conversations
• Create and sustain a client relationship management plan
• Maintain knowledge of financial trends and products
Requirements:
• 3-5 years of experience in financial planning
• ...
You will proactively engage, assess needs, and provide strategic advice to clients, leading to effective investment decisions. By ensuring excellent customer experience and addressing investment requests, you will support BMO’s goals. Building on your advanced financial knowledge, you'll implement strategies for new business acquisition and deeper community connections.
Key Responsibilities:
• Conduct needs assessments to establish client investment goals
• Develop business strategies for acquiring and retaining clients
• Provide referrals for banking products based on client conversations
• Create and sustain a client relationship management plan
• Maintain knowledge of financial trends and products
Requirements:
• 3-5 years of experience in financial planning
• ...
Job Details
- Location sainte thérèse, laurentides
- Job Type Full-time
- Category Other-General
- Posted Date June 27, 2026
- Application Deadline August 06, 2026