NeverHard
Financial Planner at BMO — NeverHard
Financial Planner at BMO in Ottawa, Ottawa region. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Ottawa, Ottawa region
- Type
- part_time
Application Deadline:
05/13/2026
Address:
499 Terry Fox Drive
Job Family Group:
Retail Banking Sales & Service
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 pla
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