Application details

Application Deadline: 10/21/2026 Address: 280 Main Street East Job Family Group: Retail Banking Sales & Service

Responsibilities

- 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 productive 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

📌 Planificateur Financier (Hawkesbury)
🏢 BMO
📍 Hawkesbury