Investment & Financial Planning Advisor

Bank of Montreal; Edmonton; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

Bank of Montreal in Edmonton delivers financial planning and investment advisory services, engaging new and existing customers with needs-based assessments. You will grow loyalty, drive referrals, and deliver tailored solutions while meeting regulatory standards.

The role offers a clear path to a Financial Planner position within a 12–24 month frame. The position emphasizes building relationships, maintaining product knowledge, and supporting team targets in a community-focused banking

Qualifications

• Typically 2–3 years of relevant experience.
• Working toward regulatory/licensing requirements for a Financial Planner.
• Good working knowledge of the financial industry and practices.

Responsibilities

• Provides financial and investment planning and advice to customers.
• Determines client needs and offers solutions through sales of managed products.
• Engages customers to grow business through appointments and referrals.
• Supports team to achieve sales and performance targets.
• Maintains knowledge of investment products and regulatory requirements.

Skills

Needs-based selling

Client engagement

Analytical skills

Communication skills

Education

Post-secondary degree

Related field of study

Job description

Bank of Montreal in Edmonton delivers financial planning and investment advisory services, engaging new and existing customers with needs-based assessments. You will grow loyalty, drive referrals, and deliver tailored solutions while meeting regulatory standards.

The role offers a clear path to a Financial Planner position within a 12–24 month frame. The position emphasizes building relationships, maintaining product knowledge, and supporting team targets in a community-focused banking