Financial Planner
Location
city of langley, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 27, 2026
Application Deadline: 06/19/2026
Address: Street, CRU-C100
Job Family Group: Retail Banking Sales & Service
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g., mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs‑based assessments to grow loyalty and identify immediate/future opportunities.
- Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Identifies...