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Added 9 mins ago
Project Manager
BELFOR CANADA INC.
Toronto, ON
$65,000 to $80,000 CAD / year
Full-time
Reporting to the General Manager, the Project Manager is the main generator of revenue for the branch. This position’s primary responsibility is to manage and oversee all emergency and…
Added 23 mins ago
Outside Sales Consultant
Alsco Uniforms
Edmonton, AB
Full-time
As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train…
Added 23 mins ago
Outside Sales Consultant
Alsco Uniforms
Burlington, ON
Full-time
As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train…
Added 52 mins ago
Branch Manager
HCR Personnel Solutions Inc
ON · Ontario, Canada
$72,000 to $80,000 CAD / year
Full-time
Reporting to the Executive Vice President or designate, the Branch Manager is responsible for the overall leadership, performance, and profitability of the St. Thomas branch. This role…
Added 52 mins ago
Directeur des ventes, service après-vente - Aftermarket Sales Manager
Crown Lift Trucks Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
Reporting to the Branch Manager, the Aftermarket Sales Manager is responsible for the Aftermarket Sales Department, to ensure customer satisfaction with the services provided through Parts…
Added 54 mins ago
Client Advisor
RBC
Sault Ste. Marie, ON
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
Small Business Associate
TD
Brampton, ON · Georgetown, ON
Full-time
…and get 3-6 months training to undertake the role of Account Manager, Small Business (AMSB). This training program will provide you day to day support from an existing Account Manager,…
Added 1 hour ago
Manager Trainee
Hertz
Winnipeg, MB
Full-time
The Manager in Training program provides hands-on-training in: Sales, Operations, Customer Service, finance, fleet management and people management. This position has a clearly defined…
Added 1 hour ago
Member Relationship Manager
YNCU
Woodstock, ON
Full-time
Leadership Support: Provide coverage for the Branch Manager during their absence, assisting with scheduling and team coordination.
Added 1 hour ago
Universal Financial Associate - Fort McMurray
Servus Credit Union
Fort McMurray, AB
Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 1 hour ago
Project Coordinator
Overhead Door
Saskatoon, SK
Full-time
We have an immediate opening for a Project Coordinator located in the Saskatoon Branch. Reporting to the General Manager, this position is responsible for managing contracts for ongoing and…
Added 2 hours ago
Branch Manager
Roofmart
Toronto, ON · Greater Toronto Area, Canada
Full-time
Managing all aspects of the local retail branch
Added 2 hours ago
Member Advisor
Northern Credit Union
Barry's Bay, ON
Full-time
Reporting to the Branch Manager, the Member Advisor will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. The Member…
Added 2 hours ago
Director of Sales - Compact Construction Equipment (Central Region)
Brandt Group of Companies
Mississauga, ON
Full-time
…understand unique market challenges; ensure key accounts at each branch are identified and sales strategies are in place to achieve sales…
Added 2 hours ago
Sales Manager - Compact Construction Equipment & Worksite Products
Brandt Group of Companies
Stoney Creek, NB
Full-time
Brandt is currently seeking a Compact Construction Equipment and Worksite Products Sales Manager for our Stoney Creek and Cambridge locations.
Added 2 hours ago
Client Advisor- EN
RBC
Beaconsfield, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 3 hours ago
Business Development Partner
Sun Life
AB · Red Deer, AB
Full-time
Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities…
Added 3 hours ago
Client Advisor- EN
RBC
Kirkland, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 3 hours ago
Client Advisor- EN
RBC
Dollard-Des Ormeaux, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 3 hours ago
Personal Banking Associate
BMO
Bay Roberts, NL
Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
Client Advisor- EN
RBC
Montreal, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 5 hours ago
Banking Advisor
National Bank of Canada
Bathurst, NB
Full-time
The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager…
Added 5 hours ago
Senior banking advisor
National Bank of Canada
AB · Edmonton, AB
Full-time
This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Added 5 hours ago
BANKING ADVISOR
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 5 hours ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…

BMO

Financial Planner

Calgary, AB, Canada

Job type: Full-time
Apply by: Oct 8, 2026
Experience: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 23, 2026

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Original job description

Application Deadline:

10/07/2026

Address:

1600 90th Avenue Southwest

Job Family Group:

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

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.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future 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.
Develops and implements a relationship management plan to meet the needs of client.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Executes work to deliver timely, accurate, and efficient service.
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/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 3-5 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 / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Advanced working knowledge of financial industry.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

Pay Type:

Commission

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://jobs.bmo.com/global/en/Total-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://jobs.bmo.com/ca/en.

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.

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More about this job

Responsibilities

Provide financial and investment planning advice to help customers achieve their goals while proactively engaging with clients to grow business. Develop and implement relationship management plans and execute sales strategies to meet performance targets.

Requirements

Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Must meet regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence skills
Financial industry knowledge
Portfolio management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Financial Advice
Client Acquisition
Banking Products
Investment Strategies
Regulatory Compliance
Financial Industry
Customer Experience
Outbound Calling
Branch Referrals
Data Analysis
Strategic Planning
Stakeholder Management

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