BM

Market Leader, Financial Planning

Montréal, Québec
On-site
Full-time
No salary posted1 weeks ago
Employment type
Full-time · On-site
Posted
September 23, 2026
Province
Quebec (QC)

Hiring confidence: Sparse posting · 22/100

This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored

Job Overview

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Application Deadline: 10/08/2026 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 alig…

This role is based in Quebec. BMO is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.

Market context

About this role in Quebec

Average salary for Market Leader, Financial Planning in Quebec

We do not have a salary benchmark for this title in Quebec yet. The posting does not state a salary either.

NOC code

This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.

Typical qualifications for Canadian employers

  • Retail banking sales and service experience
  • Knowledge of managed products (mutual funds, retirement savings plans)
  • Understanding of investment and financial planning principles
  • Ability to assess client financial needs

Fit check

Is this role right for you?

Top skills this posting asks for:

  • Financial planning
  • Investment advisory
  • Sales

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What you'll do

  • Provide financial and investment planning advice
  • Deliver customer-focused financial solutions
  • Determine client needs and requirements
  • Sell managed products and services
  • Facilitate mutual funds and retirement savings plan sales
  • Refer clients to business partners for additional solutions
  • Foster alignment with organizational culture

What you'll need

  • Retail banking sales and service experience
  • Knowledge of managed products (mutual funds, retirement savings plans)
  • Understanding of investment and financial planning principles
  • Ability to assess client financial needs

About the Company

BM

BMO