The Financial Services Manager is a key branch
role, with knowledge of financial solutions and
BMO products across every-day banking, investments
and lending. By conducting complete conversations,
Financial Services Managers Simplify the complex,
understand our customers needs, and Guide them
with the right options and solutions.
Engage customers in complete, needs based
conversations to Simplify the complex, Understand
our customers needs, and Guide them with the
right options and solutions.
Complete applications and close sales as part of
Document identified opportunities, and changes to
customer situations and potential needs
Ensure calendars are full by proactively pre-
booking customer appointments
Walk the floor: spend a minimum of one hour per
week walking the branch floor to engage customers
and look for opportunities to book appointments
Proactively contact customers: make out-bound
calls from leads and multiple customer databases.
Attend and actively contribute to daily and
weekly branch meetings
Meet with Customer Service Representatives to
collaboratively look for opportunities to fill
appointment calendar for the week
Meet with Branch Partners to discuss appointments
and cross-referral opportunities
University degree or equivalent work experience.
Completion of the Financial Services Manager
development program at BMO or at least one year of
equivalent training/experience at another
Must have CSC or IFIC to be eligible to sell
mutual funds and lending qualified.
Candidates must be willing to participate in a 6
month training program to progressively gain
knowledge and build their capabilities.
BMO Financial Group thanks all applicants. We
advise only those who qualify for an interview
will be contacted.