Financial Planner

Application Deadline: 07/23/2026

Address: 236 Raglan Street South

Job Family Group: Retail Banking Sales & Service

Overview

As a BMO Financial Planner you will provide financial and investment planning and advice to help clients achieve their financial goals. You will identify opportunities, engage new and existing customers, and develop solutions that meet the best interests of the customer.

Responsibilities

• Provide financial and investment planning and advice to customers.
• Determine client needs and provide solutions through sales of managed products and services such as mutual funds and retirement savings plans.
• Proactively engage with new and existing customers and prospects by providing needs‑based assessments to grow loyalty and identify opportunities.
• Implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
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