Financial Planner

3 days ago

Hamilton, Canada BMO Financial Full time

Application Deadline: 01/13/2026 Address: 50 Bay Street South Job Family Group: Retail Banking Sales & Service **We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. 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

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    Hamilton, Canada BMO Financial Full time

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    2 days ago

    Hamilton, Canada BMO Full time

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    3 days ago

    Hamilton, Ontario, Canada BMO Full time

    Application Deadline:01/13/2026Address:50 Bay Street South Job Family Group:Retail Banking Sales & Service **We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. Join BMO – imagine the possibilities. Are you looking for a chance to let your...

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