BMO
Retail Banking
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Planner at BMO. Skills: Financial planning, Client relationship management, Sales. Provide financial and investment planning. Determine client needs and provide solutions”
What You'll Achieve.
Achieve full potential; Achieve sales and performance targets; Deliver desired customer experience; Achieve overall business objectives
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyses data and information; Exercises judgment to identify, diagnose, and solve problems
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.
Nice to Have
post-secondary degree in related field of study or an equivalent combination of education and experience.
What You'll Do.
Provide financial and investment planning
Determine client needs and provide solutions
Proactively engage with customers and prospects
Implement business development strategies
Engage customers to grow BMO’s business
Identify opportunities to generate referrals
Support achievement of sales targets
Develop relationship management plan
Respond to customer investment requests
Develop solutions and make recommendations
Break down strategic problems
Execute work to deliver service
Introduce clients to investment strategies
Probe to understand customer needs
Contribute to business improvement
Maintain knowledge of investment products
Work at multiple branches
Build effective relationships
Protect Bank's assets
Comply with regulatory requirements
Exercise judgment to solve problems
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: 06/05/2026 Address: 2017 Long Lake Road Job Family Group: Retail Banking Sales & Service 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 customer investment requests to fulfill investment product needs aligned with the cust
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