BMO
Retail Banking
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Planner at BMO. Skills: Financial planning, Investment planning, Customer relationship management, Sales. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services”
What You'll Achieve.
Achieve sales and performance targets; Meet the needs of client; Achieve overall business objectives
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment, Advanced working knowledge of financial industry, Specialized knowledge from education and/or business experience, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth
What You'll Do.
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer
Determines client needs and provides solutions though the sales of managed products and services
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
Engages customers to grow BMO’s business by reaching out
generating appointments
and building new relationships within the community
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
Supports the achievement of sales and performance targets
Develops and implements a relationship management plan to meet the needs of client
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Breaks down strategic problems
and analyses data and information to provide insights and recommendations
Executes work to deliver timely
and efficient service
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered
Maintains current knowledge of personal investment products
and trends and integrates into customer conversations
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives
Builds effective relationships with internal/external stakeholders
Protects the Bank's assets and complies with all regulatory
and ethical requirements
Focus may be on a business/group
Takes measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
How You'll Work.
Team & Collaboration
Part of a collaborative team; Access to a support network; Builds effective relationships with internal/external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
Full Job Description
Application Deadline: 05/31/2026 Address: 1841 Walkers Line Job Family Group: Retail Banking Sales & Service **We are recruiting Financial Planners for opportunities in our Burlington Market.** Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though 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 opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). * Supports the achievement of sales and performance targets. * Develops and implements a relationship management plan to meet the needs of client. * Responds to cus
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