Financial Planner: Grow Client Wealth & Reach Goals

BMO; Burnaby; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plan

Life insurance

Job summary

BMO Financial Group is seeking a Financial Planner in Burnaby to advise clients on financial and investment strategies. You’ll build long-term relationships, deliver needs-based assessments, and support branch growth through referrals and proactive outreach.

The role emphasizes regulatory compliance, ongoing learning, and collaboration within a strong support network to help clients reach their financial goals.

Qualifications

• Verbal & written communication skills with depth.
• Collaborative and teamwork abilities.
• Analytical and problem-solving capabilities.
• Knowledge of financial planning and investment products.

Responsibilities

• Provide financial and investment planning advice in the client’s best interests.
• Assess client needs and offer solutions through managed products like funds and retirement plans.
• Proactively engage with customers, grow loyalty, and identify opportunities.
• Develop relationships and referrals with branch partners and community.
• Support achievement of sales and performance targets.

Skills

Communication

Teamwork

Analytical thinking

Financial planning

Sales skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Financial Planner in Burnaby to advise clients on financial and investment strategies. You’ll build long-term relationships, deliver needs-based assessments, and support branch growth through referrals and proactive outreach.

The role emphasizes regulatory compliance, ongoing learning, and collaboration within a strong support network to help clients reach their financial goals.