Financial Planner

Application Deadline: 04/21/2026

Address: 5249 Richmond Road SW, Unit 1

Job Family Group: Retail Banking Sales & Service

As a BMO Financial Planner, you will provide financial and investment planning and advice to deliver solutions in the best interests of the customer. You will work with clients to determine needs, provide solutions, and facilitate referrals to business partners.

Responsibilities

• 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 r...