Financial Planner

Bank of Montreal; Winnipeg; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Financial Planner to deliver personalized financial planning and investment guidance to clients. The role involves needs-based assessments, building relationships, and proactively engaging new and existing customers to identify opportunities.

You will advise on personal banking, lending, and investments, while collaborating with partners to implement strategies and drive business growth.

Qualifications

• Verbal and written communication skills are required.
• Collaboration and teamwork are essential for success in a banking environment.
• Strong analytical and problem-solving abilities are needed to assess client needs.

Responsibilities

• Provides financial and investment planning and advice to customers.
• Identifies client needs and offers solutions through sales of managed products and services.
• Develops and implements a relationship management plan to meet client goals.
• Engages customers to grow the bank’s business and builds lasting community relationships.

Skills

Verbal & written communication

Collaboration & team skills

Analytical and problem solving

Influence skills

Education

Post-secondary degree in related field

Job description

Application Deadline: 09/17/2026 Address: 1510 St Mary's Road, Unit A 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 customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience.

• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary

Pay Type: Commission The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters

BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.