BMO
Retail Banking
FinancialPlanner
“Financial Planner at BMO. Skills: Financial planning, Sales, Client relationship management. Provide financial and investment planning and advice. Determine client needs and provide solutions”
What You'll Achieve.
Achieve full potential; Grow loyalty; Acquire new business; Achieve overall business objectives
Industry & Context.
Analytical and problem solving skills - In-depth
May work at multiple branches and through various channels
What They're Looking For.
Must Have
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
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
Break down strategic problems
Analyze data and information
Execute work to deliver timely
and efficient service
Introduce clients to investment strategies
Work with clients to set goals
Probe to understand customer needs
Integrate marketing promotions and programs
Contribute to ongoing improvement of business results
Maintain current knowledge of personal investment products
Build effective relationships with stakeholders
Comply with all regulatory
and ethical requirements
Think creatively and propose new solutions
Exercise judgment to identify
How You'll Work.
Team & Collaboration
Part of a collaborative team; Access to a support network; Build effective relationships with internal/external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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?
Real rants from real employees. Read before you apply.