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Added 5 mins ago
FO
Communications & Administrative Assistant
Federation of PEI Municipalities
Charlottetown, PE
- Full-time
…editing, and coordination and shared administrative and membership support for the Federation of PEI…
Added 7 mins ago
Social Assistance Worker
Department of Social Supports and Well-Being
Corner Brook, NL
This is a professional support position, which reports directly to a Clinical Program Supervisor and works collaboratively with Social Workers and other team members in the daily provision…
Added 8 mins ago
Building Projects Technologist
Department of Transportation and Infrastructure
Winnipeg, MB
…Projects Technologist position. Reporting to the Building Projects Manager, the successful candidate will support the planning, coordination, and delivery of building construction and…
Added 11 mins ago
OC
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Optis Consulting
Vancouver, BC
- Full-time
Analyst will support the team in the development of solutions by interviewing
Added 14 mins ago
RA
Seasonal Associate (Part-Time)
Red Apple Stores ULC
Vermilion, AB
- Part-time
Responsibilities include assisting the Store Manager in all areas of store operations including but not limited to:
Added 14 mins ago
C
Part-Time Assistant Manager - Cineplex Odeon Victoria Cinemas
Cineplex
Victoria, BC
- Part-time
Added 14 mins ago
EG
Route Supervisor
Emterra Group
Barrie, ON
- Full-time
We are currently searching for a dynamic, energetic Route Supervisor to join ourteam and support the Barrie. Reporting to the Operations Manager you will be a hands-on supervisorassisting…
Added 14 mins ago
FH
Program Coordinator, Physician Quality Improvement (PQI)
Fraser Health Authority
Surrey, BC
- $32.43 to $46.62 CAD / hour
- Temporary
…of the PQI program and policies, in collaboration with the Manager, PQI; implements a communication plan which include PQI reports, quality-related targets, education and resources…
Added 14 mins ago
UO
Clinical Teaching Technician, Registered Veterinary Technician, Faculty of Veterinary Medicine
University of Calgary
Calgary, AB
- Full-time
The Clinical Teaching Technician reports to the Manager, Clinical Teaching Technicians (CTT). The Clinical Teaching Technician will also receive direction from the Course Coordinators and…
Added 19 mins ago
Social Assistance Worker
Department of Social Supports and Well-Being
St. Alban's, NL
This is a professional support position, which reports directly to a Clinical Program Supervisor and works collaboratively with Social Workers and other team members in the daily provision…
Added 19 mins ago
Child Care Consultant (Inclusion)
Department of Education and Early Childhood Development
St. John's, NL
…coordinates the activities associated with staffing grants to support inclusion; compiles workload statistics and maintains accurate and comprehensive records. The incumbent will perform…
Added 26 mins ago
Business Analyst
Treasury Board Secretariat
St. John's, NL
…enhancements; maintaining control over all test instances of the application; setup and configuration; status reporting, The incumbent will provide functional support for payroll…
Added 28 mins ago
VC
Registered Nurse (RN) - Special Area, Emergency
Vancouver Coastal Health
Pemberton, BC
- $41.42 to $55.91 CAD / hour
- Other
Under the general supervision of the Manager and in collaboration with other members of the health care team, uses clinical judgement skills to diagnose and treat the patient, resident,…
Added 34 mins ago
SD
Pharmacy Manager, Hourly Full Time Day
Shoppers Drug Mart
Vancouver, BC
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 34 mins ago
SD
Beauty Manager, Hourly Part Time Day
Shoppers Drug Mart
Calgary, AB
- Part-time
Prepares performance appraisals in association with Front Store Manager
Added 34 mins ago
SD
Pharmacy Manager, Hourly Part Time Day
Shoppers Drug Mart
North Vancouver, BC
- Part-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 35 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Brampton, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 35 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
New Glasgow, NS
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 35 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Summerland, BC
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 35 mins ago
SD
Beauty Manager, Hourly Part Time Day
Shoppers Drug Mart
North Bay, ON
- Part-time
Prepares performance appraisals in association with Front Store Manager
Added 35 mins ago
SD
Front Store Manager, Salaried Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 35 mins ago
SD
Pharmacy Manager, Hourly Full Time Day
Shoppers Drug Mart
Thornhill, ON
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 35 mins ago
SD
Pharmacy Manager, Hourly Part Time Day
Shoppers Drug Mart
Thornhill, ON
- Part-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 35 mins ago
SD
Post Office Manager, Hourly Full Time Day
Shoppers Drug Mart
Mississauga, ON
- Full-time
Please Note: If you have Employee Self Service (ESS) on Workday, apply to this job via the Workday application.
Added 35 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Burnaby, BC
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…

BMO

Financial Planner

Edmonton, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 20, 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: Oct 6, 2026

Original job description

Application Deadline:

10/19/2026

Address:

208 Kingsway Mall NW, Unit 208

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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

The Financial Planner provides personalized investment and financial planning advice to help customers achieve their goals while proactively identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they 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
Outbound calling
Needs-based assessment
Customer service
Financial advice
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Mutual Funds
Retirement Savings
Investment Strategies
Business Development
Risk Management Framework
Sales Targets
Financial Industry
Regulatory Compliance
Portfolio Management
Customer Experience
Banking Products
Lending
Strategic Advice
Market Needs
Performance Metrics
Financial Goals
Professional Licensing

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