Financial Planner

BMO

📍 Gatineau, Quebec, Canada 💼 Full time 🕒 Posted June 24, 2026

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Job Description

Application Deadline:
05/07/2026Address:
320 boulevard Saint-JosephJob Family Group:
Retail Banking Sales & ServiceProvides 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 duri...
            

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Job Details

Location Gatineau, Quebec
Job Type Full time
Category Financial Specialists
Posted Date June 24, 2026
Application Deadline August 03, 2026