Financial Planner (Calgary)

Application Deadline: 04/21/2026 | Address: 5249 Richmond Road SW, Unit 1

Responsibilities

• Provides financial and investment planning and advice to deliver solutions 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 recent 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 opportuni...