FinancialPlanner

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