BMO
Retail Banking
FinancialPlanner
“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
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.