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Bank at work with BMO

Our dynamic group banking program brings together sound financial advice, customized support and great banking products to strengthen your employees’ financial health and peace of mind.

  • Exclusive banking offers and lower fees to boost your employees’ benefits
  • Customized financial wellness program to engage and empower employees
  • Personalized approach to banking with onsite support for a unique end-to-end service

Why you’ll like our program

  • Best-in-class banking

    Your employees can enjoy no-fee banking on our most popular chequing plan, plus lower mortgage and lending rates and lower online investing fees.

  • Employee empowerment

    We’ll curate a financial health curriculum for your employees that covers a variety of financial topics, from budgeting and planning to debt management – plus open access to helpful tools and resources.

  • Convenient support

    A financial relationship manager is your direct line to financial support and services, from onsite account sign-ups and seminars to ad hoc expertise whenever your team may need it.

Enjoy exclusive banking rates and offers

With discounts on everyday banking, mortgage rates, lending rates and investment fees, employees can save hundreds of dollars every year.

  • Bank accounts

    Bank better with lower fees

    • No-fee

      banking with the Performance Plan chequing account – a potential savings of $215.40 per year!

  • Mortgages

    Get special deals for home buyers

    • Exclusive pricing on a wide range of mortgage

      options

  • Loans

    Pay less interest for more peace of mind

    • Preferred rates for unsecured Personal Lines of Credit

  • Credit cards

    Enjoy great rates with top cards

    • Get offers on BMO eclipse rise Visafootnote star* card

      and BMO World Elitefootnote ® Mastercardfootnote ®

  • Guaranteed Investment Certificates

    Kickstart your savings

  • Online Investing

    Take charge of your investing

    • Get 20% off your advisory fees with BMO InvestorLine adviceDirect

      , 50% off your advisory fees with SmartFolio

      , and $6.95 flat-fee on online equity trades with BMO InvestorLine Self-Directed

Why focus on financial wellness?

86% of Canadians agree that it’s extremely important to have an experienced financial educator providing financial education.

When you deliver that service to your employees, you can enjoy:

  • Improved productivity:

    More engaged employees are happier, and happier employees are more productive.

  • Reduced absenteeism:

    Financial stress leads to more sick days – reducing that stress can reduce the number of off-work days.

  • Increased retention:

    Top-notch employee benefits help attract top talent and ongoing financial education helps you keep top performers.

The bottom line: A comprehensive financial health education for your employees can have a measurable impact on your business.

Bank at Work F A Qs

Ready to get started?

Talk to an expert

Reach out and we’ll have a relationship manager contact you.