Wealth Management Financial Planner

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

Requirements:

• 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.