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Added 1 min ago
Supervisor
Alberta Health Services
Grande Prairie, AB
Temporary
…patient care. Reporting to the Provincial Fleet Maintenance Manager, you will supervise and support VESST and Fleet Coordinator staff, oversee daily operations, and promote a culture of…
Added 1 min ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - CALGARY, AB
Flight Centre Travel Group Canada
AB · Alberta, Canada
Full-time
…exceptional first impressions? As a Customer Onboarding Success Manager, you will play a critical role in guiding new and existing Corporate Traveler clients through their onboarding…
Added 1 min ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - VANCOUVER BC
Flight Centre Travel Group Canada
BC · British Columbia, Canada
Full-time
…exceptional first impressions? As a Customer Onboarding Success Manager, you will play a critical role in guiding new and existing Corporate Traveler clients through their onboarding…
Added 1 min ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - MONTREAL, QC
Flight Centre Travel Group Canada
Quebec, QC
Full-time
…exceptional first impressions? As a Customer Onboarding Success Manager, you will play a critical role in guiding new and existing Corporate Traveler clients through their onboarding…
Added 31 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - TORONTO, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
Full-time
…exceptional first impressions? As a Customer Onboarding Success Manager, you will play a critical role in guiding new and existing Corporate Traveler clients through their onboarding…
Added 31 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - OTTAWA, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
Full-time
…exceptional first impressions? As a Customer Onboarding Success Manager, you will play a critical role in guiding new and existing Corporate Traveler clients through their onboarding…
Added 1 hour ago
Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
Full-time
Make an impact with our U.S. Corporate Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Blainville, QC
Full-time
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Brossard, QC
Full-time
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Pointe-Claire, QC
Full-time
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Terrebonne, QC
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Bilingual Disability Case Manager
Sun Life Québec
Granby, QC
Full-time
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Sherbrooke, QC
Full-time
Added 1 hour ago
Bilingual Disability Case Manager
Sun Life Québec
Montreal, QC
Full-time
Added 3 hours ago
Regional Sourcing Manager (Electronics Lane)
Husky Technologies
Bolton, ON
Full-time
Act as the primary contact and relationship manager while supporting the global strategic sourcing team to develop, prioritize, and execute “in-region” sourcing initiatives that reduce…
Added 3 hours ago
Assistant Store Manager
Rogers Communications
Toronto, ON · Scarborough, ON
Management Support: You support the Store Manager in managing day to day operations, coaching, and developing team members to positively impact growth and create best in class customer…
Added 4 hours ago
Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 4 hours ago
Nurse-Led Outreach Team (NLOT) RN
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Reporting to the Clinical Manager, the Nurse Led Outreach Team (NLOT) Nurse provides clinical consultation, education, and mentorship to interprofessional teams within Long Term Care Homes…
Added 4 hours ago
Private Banking Associate (International Private Banking)
Royal Bank of Canada
Vancouver, BC
Full-time
As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular…
Added 4 hours ago
Registered Practical Nurse - Palliative Care
St. Michael's Hospital
Toronto, ON
Temporary
Reporting to the Clinical Leader Manager, the RPN works within a dynamic environment as a member of the inter-professional team. The RPN advocates for and promotes wellness while ensuring…
Added 5 hours ago
Manager, Professional Services
ACCA Careers
Calgary, AB
Full-time
Make an impact with our team as a Manager, Professional Services. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 5 hours ago
Lease Documentation Coordinator
QuadReal Property Group
Vancouver, BC
Full-time
Utilize leasing software (Deal Manager) to review and prepare documentation packages for Leasing and Investment Management approval
Added 5 hours ago
Bilingual Disability Case Manager
Sun Life
Pointe-Claire, QC · Montreal, QC · Brossard, QC · Terrebonne, QC · Sherbrooke, QC · Granby, QC · Blainville, QC · Sun Life Montreal Metcalfe
Full-time
Added 5 hours ago
Consulting Operations, Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
Full-time
As a Consulting Operations, Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 6 hours ago
Winner's Circle - Customer Service
Dave & Buster's Inc.
Oakville, ON
Part-time
Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team…

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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