Financial Planner

Become a BMO® Financial Planner and help clients achieve their financial goals through industry‑leading training, support, and a portfolio of clients to build lasting relationships.

Portuguese speaking is required for this position.

Responsibilities

• 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...