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Financial Planner

BMO

📍 Ottawa, Ontario, Canada

Full time Financial Specialists
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Job Description

Application Deadline:

03/30/2026

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 cust...
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    Job Details

    Location Ottawa, Ontario
    Job Type Full time
    Category Financial Specialists
    Posted March 23, 2026
    Deadline May 02, 2026