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Added 1 hour ago
End User Services Manager, North America
Lumentum
Ottawa, ON · Canada - Ottawa (Bill Leathem)
Full-time
Position Title: End User Services Manager, North America
Added 2 hours ago
Land Analyst
TC Energy
Calgary, AB
Full-time
…Complemented by strategic ownership and low-risk investments in power generation, our infrastructure delivers affordable, reliable and sustainable energy across North America. Our field…
Added 2 hours ago
Technical Due Diligence Project Manager
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At Bell, your skills and expertise will help set us apart as we continue to be the leading provider of digital connections and next generation services to businesses and governments.
Added 3 hours ago
Rotating Equipment & Predictive Maintenance Engineer
Ontario Power Generation
Bowmanville, ON
Full-time
Ontario Power Generation (OPG) is looking for a dynamic, strategic and results-driven professional to join our team in the role of Rotating Equipment & Predictive Maintenance Engineer.
Added 6 hours ago
Ingénieur Électrique Application Clients - Customer Application Engineer
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…les couts d’ingénierie, d’installation et d’essais/mise en service en se basant sur les spécifications du client et les normes CSA, IEEE, ANSI, IEC…
Added 10 hours ago
Senior Manager, AI Data Centre Operations, BC
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Added 11 hours ago
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Added 16 hours ago
Manager, Maintenance Services
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Added 20 hours ago
Senior Manager, AI Data Centre Operations, BC
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Added 21 hours ago
Investment Associate, Nesbitt Burns
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A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide…
Added 21 hours ago
Manager, Maintenance Services
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Added 23 hours ago
Supervisor of Business Process and Operations
The Corporation of the Municipality of Leamington
Leamington, ON
$87,219.37 to $102,034.89 CAD / year
Reporting to the Manager of Recreation, the Supervisor of Business Process and Operations leads the modernization and continuous improvement of Recreation Services’ business operations. The…
Added 23 hours ago
Drafting Co-op Student (Summer 2027)
Kinectrics
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…to respond to the needs of our nuclear portfolio including power generation utilities in Canada and…
Added 1 day ago
Power Electronics Controls Designer
Schneider Electric
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$91,200 to $136,800 CAD / year
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Use MATLAB, Simulink, and Python to model and simulate energy systems, power converters, loads, generation sources, and DER assets.
Added 1 day ago
Senior Manager, Real Estate Operations, Saskatchewan
Bell
Regina, SK
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Added 1 day ago
Senior Data Engineer :Scala, Spark, Python, Hadoop, Databricks
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The Counterparty Credit Risk group at TD Securities is seeking experienced Data Engineers to build the next generation of risk computation platforms. The core mission of the applications we…
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Power Systems Production Manager
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Minimum 3-5 years of commissioning and field service experience within power generation, industrial power systems, or related industries.
Added 2 days ago
Investment Specialist
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Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
Added 3 days ago
Senior Quality Assurance Engineer
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…only visual UI validation, but also verification of internal service-to service behavior and communications (e.g., MQTT message flows) across the EMS. As Senior Quality Assurance Engineer…
Added 3 days ago
Senior Electrical Engineer
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$125,000 to $140,000 CAD / year
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The integrity and reliability of our vessels are vital. We create bespoke designs and service packages tailored to the unique needs of each client and each engagement. We are experienced,…
Added 3 days ago
Senior Electrical Engineer
Vard Marine Inc.
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$125,000 to $140,000 CAD / year
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The integrity and reliability of our vessels are vital. We create bespoke designs and service packages tailored to the unique needs of each client and each engagement. We are experienced,…
Added 3 days ago
Manager, Social Media
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We are seeking an experienced and strategic Social Media Manager to lead our Firm’s digital presence on social platforms in Canada and help shape our domestic voice in support of our global…
Added 3 days ago
Entry-Level Sales
AO Globe Life
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At AO, we believe in the power of helping others and the impact life insurance can have on families’ futures. If you’re passionate about making a difference and want to turn that passion…
Added 3 days ago
Financial Planner
BMO
Quebec, QC
Full-time
Executes work to deliver timely, accurate, and efficient service.
Added 3 days ago
Senior Electronics Hardware Designer
Schneider Electric
Richmond, BC
$114,750 to $162,000 CAD / year
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…control, validation, certification, and industrialization of next-generation energy products. This individual will lead the development of advanced power electronics hardware and controls,…

BMO

Financial Planner

Quebec, QC, Canada

Job type: Full-time
Apply by: Oct 2, 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 22, 2026

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Original job description

Application Deadline:

10/01/2026

Address:

1660 Avenue Jules-Verne

Job Family Group:

Retail Banking Sales & Service

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

Provides financial and investment planning advice to deliver solutions in the best interests of customers while identifying new business opportunities. Implements relationship management plans and engages in proactive outreach to meet sales and performance targets.

Requirements

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

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Referral generation
Data analysis
Strategic advice
Customer service
Communication
Collaboration
Problem solving
Influence
Regulatory compliance

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
Mutual Funds
Retirement Savings Plans
Investment Strategies
Business Development
Relationship Management
Sales Targets
Financial Industry
Regulatory Compliance
Investment Products
Customer Experience
Strategic Advice
Data Analysis
Outbound Calling
Branch Referrals
Personal Banking
Commercial Banking
Lending
Financial Advice

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