Bank of Montreal
Financial Planner
Job Description
Role Overview
Join BMO as a Financial Planner and help customers achieve their financial goals. You will receive industry‑leading training, support, and a portfolio of clients to build lasting relationships. As part of a collaborative team, you will have access to a strong support network and be able to reach your full potential.
Responsibilities
- Provide financial and investment planning and advice to deliver solutions in the best interests of the customer.
- Determine client needs and provide solutions through the sales of managed products and services such as mutual funds, retirement savings plans, and similar products.
- Offer other solutions indirectly through referrals to business partners.
- Lead proactive engagement with new and existing customers and prospects by conducting need‑based assessments to grow loyalty and identify opportunities.
- Implement business development strategies to acquire new business (outboun...