BMO Financial Group
Retail Banking
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Planner at BMO Financial Group. Skills: Financial planning, Investment advice, Customer needs assessment. Provide financial and investment planning and advice. Determine client needs and provide solutions”
What You'll Achieve.
Grow loyalty; Identify immediate/future opportunities; Acquire new business; Achieve sales and performance targets; Meet the needs of client; Fulfill investment product needs; Make real financial progress; Provide strategic advice; Contribute to the ongoing improvement of the overall business results and customer experience delivered; 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
May work at multiple branches and through various channels based on market needs
What They're Looking For.
Must Have
3-5 years of relevant experience, Post-secondary degree in related field of study or an equivalent combination of education and experience, 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.
Provide financial and investment planning and advice
Determine client needs and provide solutions
Sell managed products and services
Proactively engage with new and existing customers
Implement business development strategies
Engage customers to grow BMO’s business
Identify opportunities to generate referrals
Support achievement of sales and performance targets
Develop and implement a relationship management plan
Respond to customer investment requests
Develop solutions and make recommendations
Analyze data and information to provide insights
Execute work to deliver timely
and efficient service
Introduce clients to investment strategies
Probe to understand customer needs
Integrate marketing promotions into customer conversations
Contribute to ongoing improvement of business results
Maintain current knowledge of personal investment products
Build effective relationships with stakeholders
Protect Bank's assets
Comply with regulatory
and ethical requirements
Think creatively and propose new solutions
Exercise judgment to solve problems
How You'll Work.
Team & Collaboration
Builds effective relationships with internal/external stakeholders; Collaboration & team skills - In-depth
Communication Scope
Verbal & written communication skills - In-depth
Full Job Description
Application Deadline: 06/03/2026 Address: 50 Bay Street South 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 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 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, accurate, 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 conversat
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