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BMO Financial Group

Engaged Employer

Poor strategic management - Financial Planner BMO Financial Group Employee Review

1.0
Oct 15, 2025
Recommend
CEO approval
Business Outlook

Pros

Great success leads to good compensation, new planners often provided with a book to start with, sometimes you may come across nice leaders though they aren't the ones that make decisions with policies

Cons

management unclear with what they want, keep making back & forth with unreasonable changes, short notice, unclear guidelines, requirements for decoding, threshold, limited flexibility, required to be at branch full time even there is no business for the entire week, poor technology, matrix hard to track, unclear with top ups, scorecard & compass hard to track, branch has almost 0 incentive to refer, uncompetitive cash bonus for mutual funds

Explore other reviews about BMO Financial Group

5.0
Jun 27, 2026
Recommend
CEO approval
Business Outlook

Pros

Good culture that gives ample responsibility

Cons

Long hours in a demanding environment

1.0
Jul 6, 2026
Recommend
CEO approval
Business Outlook

Pros

Lots of products and services. Tons of potential!

Cons

In order to be a top performer, you have to be willing to break the law and accept that the company wants you to violate BSA regulations related to KYC, CDD, and EDD.

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