Financial Planner, Investment & Retirement Planning

BMO has released a notification in which they’re inviting candidates for the post of Financial Planner, Investment & Retirement Planning. They will work collaboratively within the branch. They will also support customer requests for banking services. They are also responsible for handling transactions. If you want to know more information and the selection process regarding this job post then you can learn the complete article. In this article we will share complete information regarding the post.

Employer Name: BMO
Position: Financial Planner, Investment & Retirement Planning
Salary: $39,222 per year 
Employment Type: Full Time 
Location: Duncan, BC V9L 1M2, Canada

Job description

  • The candidates will provide investment planning and advice to deliver a solution in the best interests of the customer.
  • They will also provide solutions through the sales of managed products and services.
  • They also take a lead in proactively engaging with new and existing customers and prospects.
  • They are responsible for Implementing business development strategies to acquire new business.

Job requirement

  • The candidates typically between 3-5 years of relevant experience and post-secondary degree or an equivalent combination of education and experience.
  • They must have Personal Financial Planner (PFP) designation and Financial Planning I & II (FP I & II).
  • They must have the ability to advance working knowledge of the financial industry.
  • They must also have knowledge of the Canadian Securities Course – Licensed to sell mutual funds excluding QC or IQPF in Quebec.

Work setting

  • They must be able to specialize knowledge from education and/or business experience.
  • They also have basic knowledge of Influence skills – In-depth.
  • They must have the knowledge of verbal & written communication skills – in-depth.
  • They should have the ability to Analytical and problem solving skills – In-depth.


  • The candidates gain a free and equitable or accessible workplace.
  • They also work together and Full support of team members.
  • The company provides candidates Accommodations and many facilities.

How to apply

Those candidates who are interested in this job post a check and identify their ability. Please note that a recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. If you are able to do this job then register now. 

Apply now

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