Investment Financial Services Representative
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Key Responsibilities
Assess customer needs and identify immediate or future opportunities Recommend managed investment products aligned with customer goals Generate appointments through outreach and community relationship building Develop relationship management plans for client needs Provide referrals for banking, lending, and investment products
Requirements:
Three to five years of relevant experience typically Post-secondary degree or equivalent education and experience Required Financial Planner licensing and registration Advanced financial industry knowledge In-depth communication, analytical, and problem-solving skills Bring investment planning, customer advice, and relationship management expertise to Financial Planner work at BMO in Montréal. #J-18808-Ljbffr
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