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 relationship management, Sales. Provide financial and investment planning and advice. Determine client needs and provide solutions”
What You'll Achieve.
Supports the achievement of sales and performance targets; Grow loyalty; Identify immediate/future opportunities; Acquire new business; Grow BMO’s business; Make real financial progress
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
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.
Provide financial and investment planning and advice
Determine client needs and provide solutions
Sell managed products and services
Provide solutions through referrals
Proactively engage with customers and prospects
Provide needs-based assessments
Implement business development strategies
Engage customers to grow business
Generate appointments
Build new relationships
Identify opportunities for referrals
Support achievement of sales targets
Support achievement of performance targets
Develop relationship management plan
Respond to customer investment requests
Fulfill investment product needs
Analyze data and information
Provide insights and recommendations
Execute work for timely service
Execute work for accurate service
Execute work for efficient service
Introduce clients to investment strategies
Work with clients to set goals
Work with clients to make financial progress
Integrate marketing promotions
Integrate marketing programs
Contribute to business results improvement
Contribute to customer experience improvement
Maintain knowledge of investment products
Maintain knowledge of practices
Maintain knowledge of trends
Work at multiple branches
Work through various channels
Deliver customer experience
Achieve business objectives
Build stakeholder relationships
Comply with regulatory requirements
Comply with legal requirements
Comply with ethical requirements
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: 06/05/2026 Address: 945 Gardiners Road 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 conversati
Applying for this Financial Planner role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO Financial Group?
Real rants from real employees. Read before you apply.