842 jobs in BMO Financial Group

**_This is a part-time role, typically scheduled for 20 hours per week._**
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Determines client needs and provides solutions though the sales of managed products and services.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
+ Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
+ Supports the development and promotion of a business/group program.
+ Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
+ Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
+ Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
+ Identifies and recommends ways to enhance the client experience.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:**
+ Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
+ Life and Health Insurance Producer's License.
+ Completed LTC Continuing Education Requirements.
+ Strong working knowledge of financial industry.
+ In-depth experience working with managed products and providing fee-based advice.
+ In-depth understanding of deposit and loan (including mortgage) products and banking services.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Determines client needs and provides solutions though the sales of managed products and services.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
+ Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
+ Supports the development and promotion of a business/group program.
+ Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
+ Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
+ Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
+ Identifies and recommends ways to enhance the client experience.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:**
+ Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
+ Life and Health Insurance Producer's License.
+ Completed LTC Continuing Education Requirements.
+ Strong working knowledge of financial industry.
+ In-depth experience working with managed products and providing fee-based advice.
+ In-depth understanding of deposit and loan (including mortgage) products and banking services.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Spanish speaking preferred
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
+ Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
+ Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
+ Supports customer transactions needs based on customer traffic.
+ Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
+ Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
+ Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
+ Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
+ Analyzes issues and determines next steps.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
**Spanish speaking preferred**
+ Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
+ Appropriate lending qualifications and designations.
+ Working knowledge of personal and small business customer needs and solutions.
+ Working knowledge of retail investments and lending products.
+ Experience in financial services is an asset.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
+ Passionate commitment to helping our customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$41,714.00 - $69,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**_This is a part-time role, typically scheduled for 30 hours per week._**
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Determines client needs and provides solutions though the sales of managed products and services.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
+ Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
+ Supports the development and promotion of a business/group program.
+ Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
+ Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
+ Implements a relationship management plan in collaboration with the lead relationship manager.
+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
+ Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
+ Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
+ Identifies and recommends ways to enhance the client experience.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
+ Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. **Qualifications:**
+ Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
+ Life and Health Insurance Producer's License.
+ Completed LTC Continuing Education Requirements.
+ Strong working knowledge of financial industry.
+ In-depth experience working with managed products and providing fee-based advice.
+ In-depth understanding of deposit and loan (including mortgage) products and banking services.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.