[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-market-leader-financial-planning-bank-of-montreal-2-de-ca":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":71,"processed_longitude":72,"processed_employment_types":73,"processed_working_hours":74,"processed_working_hours_labels":76,"processed_home_office":77,"processed_salary_min":68,"processed_salary_max":69,"processed_salary_currency":65,"processed_salary_source":78,"processed_benefits":79,"processed_benefits_labels":86,"processed_industry":87,"processed_skills":7,"processed_job_location":88,"processed_full_address_gmaps":90,"processed_street_gmaps":92,"processed_city_gmaps":94,"processed_postal_code_gmaps":95,"processed_country_gmaps":97,"processed_country_iso_code_gmaps":99,"full_description":16,"formatted_description":100,"processed_employment_types_labels":35,"processed_home_office_labels":33,"processed_industry_labels":37,"processed_it_skills":101,"processed_it_skills_labels":102,"processed_soft_skills":103,"processed_soft_skills_labels":105,"processed_job_expertise_skills":106,"processed_job_expertise_skills_labels":107,"processed_language_requirements":108,"processed_total_experience_years":115,"processed_professional_field":116,"processed_professional_field_labels":118,"processed_leadership_role":12,"processed_date_posted":19,"raw_job_url":119,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":120,"canonical_industry_label":121,"max_cpc":122,"actual_cpc":7},81192,"market-leader-financial-planning-bank-of-montreal-2","Market Leader, Financial Planning",null,{"name":9,"slug":10,"logo_url":7},"Bank of Montreal","bank-of-montreal",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":19,"validThrough":20,"jobLocation":21,"jobLocationType":33,"employmentType":34,"industry":36,"skills":38,"baseSalary":63},"https:\u002F\u002Fschema.org\u002F","JobPosting","Application Deadline: 10\u002F15\u002F2026 Address: 6455 rue Jean Talon Est, #101 Job Family Group: Retail Banking Sales & Service 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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops internal and external networks and referral sources to grow business in the assigned portfolio \u002F jurisdiction. Oversees the implementation and delivery of business development strategies and sales initiatives. Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate\u002Ffuture 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. Ensures the execution of relationship management activities to deliver exceptional customer experiences. Resolves or escalates issues to meet customer expectations in a timely manner. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business\u002Fgroup. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Helps determine business priorities and best sequence for execution of business \u002F group strategy. Conducts independent analysis and assessment to resolve strategic issues. Acts as the prime subject matter expert for internal\u002Fexternal stakeholders. Monitors and tracks performance, and addresses any issues. Executes change management plans effectively to ensure focus on delivering business results. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. 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\u002Fexternal stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Operates at a group\u002Fenterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. 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 7-10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the regulatory \u002F governing body licensing and registration requirements of a Financial Planner in the province or territory of employment. Expert business development experience with successful track record. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth \u002F Expert. Analytical and problem solving skills - In-depth \u002F Expert. Influence skills - In-depth \u002F Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth \u002F Expert. Able to manage ambiguity. Data driven decision making - In-depth \u002F Expert. Salary: $85,500.00 - $185,000.00 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: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards About 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 https:\u002F\u002Fjobs.bmo.com\u002Fca\u002Fen. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{"@type":18,"name":9},"Organization","2026-10-08","2027-10-08",[22],{"@type":23,"address":24,"geo":29},"Place",{"@type":25,"addressLocality":26,"addressCountry":27,"addressRegion":28},"PostalAddress","Montreal","CA","Quebec",{"@type":30,"latitude":31,"longitude":32},"GeoCoordinates",45.5921429,-73.5765133,"ONSITE",[35],"PERMANENT",[37],"Banking and Financial Services",[39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62],"Verbal Communication","Written Communication","Analytical Skills","Problem Solving","Influence","Collaboration","Teamwork","Cross-group Collaboration","Ambiguity Management","Data-driven Decision Making","Financial Planning","Investment Advice","Business Development","Sales","Relationship Management","Regulatory Compliance","Change Management","Strategic Planning","Customer Needs Assessment","Referral Generation","Team Leadership","Coaching","Performance Management","Risk Management",{"@type":64,"currency":65,"value":66},"MonetaryAmount","CAD",{"@type":67,"minValue":68,"maxValue":69,"unitText":70},"QuantitativeValue",85500,185000,"YEAR",[31],[32],"permanent",[75],"FULL_TIME",[75],"onsite","estimated",[80,81,82,83,84,85],"Health insurance","Tuition reimbursement","Accident and life insurance","Retirement savings plans","Performance-based incentives","Discretionary bonuses",[80,81,82,83,84,85],"banking and financial services",[89],"bank, m1665 - jean talon & langelier (6455 rue jean talon est,montreal,qc) - bmo, canada",[91],"6455 Rue Jean-Talon E Bureau 101, Montreal, QC H1S 3E8, Kanada",[93],"Rue Jean-Talon Est 6455",[26],[96],"H1S 3E8",[98],"Kanada",[27],"Application Deadline: 10\u002F15\u002F2026\n\nAddress: 6455 rue Jean Talon Est, #101\n\nJob Family Group: Retail Banking Sales & Service\n\nProvides 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.\n\nFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion.\n\nRegularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.\n\nBuilds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.\n\nAttracts, retains, and enables the career development of top talent.\n\nImproves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.\n\nDevelops internal and external networks and referral sources to grow business in the assigned portfolio \u002F jurisdiction.\n\nOversees the implementation and delivery of business development strategies and sales initiatives.\n\nEnhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.\n\nTakes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate\u002Ffuture opportunities.\n\nImplements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).\n\nEngages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.\n\nIdentifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).\n\nSupports the achievement of sales and performance targets.\n\nEnsures the execution of relationship management activities to deliver exceptional customer experiences.\n\nResolves or escalates issues to meet customer expectations in a timely manner.\n\nMakes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business\u002Fgroup.\n\nActs as a subject matter expert on relevant regulations and policies.\n\nMay network with industry contacts to gain competitive insights and best practices.\n\nHelps determine business priorities and best sequence for execution of business \u002F group strategy.\n\nConducts independent analysis and assessment to resolve strategic issues.\n\nActs as the prime subject matter expert for internal\u002Fexternal stakeholders.\n\nMonitors and tracks performance, and addresses any issues.\n\nExecutes change management plans effectively to ensure focus on delivering business results.\n\nLeads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.\n\nIntroduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.\n\nProbes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.\n\nLooks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.\n\nMaintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.\n\nMay work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.\n\nBuilds effective relationships with internal\u002Fexternal stakeholders.\n\nProtects the Bank's assets and complies with all regulatory, legal, and ethical requirements.\n\nOperates at a group\u002Fenterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.\n\nApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.\n\nImplements changes in response to shifting trends.\n\nBroader work or accountabilities may be assigned as needed.\n\nTake 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.\n\nQualifications:\n\n- Typically between 7-10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.\n- Must meet the regulatory \u002F governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.\n- Expert business development experience with successful track record.\n- Seasoned professional with a combination of education, experience and industry knowledge.\n- Verbal & written communication skills - In-depth \u002F Expert.\n- Analytical and problem solving skills - In-depth \u002F Expert.\n- Influence skills - In-depth \u002F Expert.\n- Collaboration & team skills; with a focus on cross-group collaboration - In-depth \u002F Expert.\n- Able to manage ambiguity.\n- Data driven decision making - In-depth \u002F Expert.\n\nSalary: $85,500.00 - $185,000.00\n\nPay Type: Salaried\n\nThe above represents BMO Financial Group’s pay range and type.\n\nSalaries 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.\n\nBMO 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: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards\n\nAbout Us\n\nAt 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.\n\nAs 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.\n\nTo find out more visit us at https:\u002F\u002Fjobs.bmo.com\u002Fca\u002Fen.\n\nBMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.\n\nNote 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.\n\nBMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.\n\nWho we are\n\nWe’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.\n\nAs the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{},[],{"verbal communication":104,"written communication":104,"analytical skills":104,"problem solving":104,"influence":104,"collaboration":104,"teamwork":104,"cross-group collaboration":104,"ambiguity management":104,"data-driven decision making":104},4,[39,40,41,42,43,44,45,46,47,48],{"sales":104,"coaching":104,"risk management":104,"team leadership":104,"change management":104,"investment advice":104,"financial planning":104,"strategic planning":104,"referral generation":104,"business development":104,"regulatory compliance":104,"performance management":104,"relationship management":104,"customer needs assessment":104},[49,50,51,52,53,54,55,56,57,58,59,60,61,62],{"detected_language_jobad":109,"required":110},"en",[111],[112],{"language":113,"level":114},"ENGLISH","C2",7,[117],"Finance Professionals",[117],"https:\u002F\u002Fbmo.wd3.myworkdayjobs.com\u002Fen-us\u002Fexternal\u002Fjob\u002Fmontreal-qc-can\u002Fmarket-leader--financial-planning_r260027243","banking","Banking",1]