Teams at BMO

Provides personalized financial and investment planning to customers, recommends mutual funds and retirement products, builds client relationships, acquires new business, generates referrals, and meets sales targets. The role requires regulatory licensing, financial industry knowledge, strong communication, analytical, problem-solving, collaboration, and influencing skills. The planner may work across multiple branches and channels while ensuring compliant, accurate, and customer-focused service.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing transactions. Provides personalized banking guidance, resolves customer issues, ensures regulatory compliance, analyzes business information, and supports strategic and operational initiatives. The role requires strong mortgage lending knowledge, relationship management, negotiation, sales, customer service, and analytical skills.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing programs, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates processing and documentation, and ensures timely funding. Provides customer service, resolves issues, maintains regulatory compliance, analyzes business information, and collaborates with branch and internal teams to deliver lending solutions.