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Added 1 min ago
SL
Consultant, Operational Risk
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Risk Management Centre of Excellence (CoE) is a strategic first line of defense business partner supporting Canadian leadership in meeting our Client for Life goals by providing…
Added 1 min ago
AB
Product Manager, iPSC & Regenerative Medicine
Applied Biological Materials Inc
Richmond, BC
- Contract
…products, organoids, cell culture reagents, and advanced cell-model solutions. The role spans opportunity assessment, product development, launch planning, and ongoing commercial…
Added 1 min ago
MU
Administrative Officer
McGill University
Sainte-Anne-de-Bellevue, QC · Laird Hall
- Full-time
Undertakes analysis of budgeting issues, assesses impact to the University/unit, articulate alternatives and recommend solutions.
Added 1 min ago
C
Client Service Representative [Hourly]
CIBC
Edmonton, AB · S.Edmonton Banking Centre
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 min ago
C
Associate, Client Services
CIBC
Toronto, ON
- Full-time
…and occasional onboarding for the Capital Markets lines of business. The DD team is primarily responsible for conducting periodic Anti-Money Laundering (AML) and Enhanced Due Diligence…
Added 1 min ago
C
Senior Officer, US FLM Operations
CIBC
Toronto, ON
- Full-time
Relationship Building - Competently and professionally liaise with various lines of business (e.g. Trade Control, Middle & Front Office, Technology) to complete the investigation of…
Added 1 min ago
CE
Plant Operator
Cenovus Energy
AB · Foster Creek
- Full-time
…Lake, Christina Lake North, Foster Creek, or Sunrise, based on business…
Added 1 min ago
CP
Production Supervisor
Catalent Pharma Solutions
Strathroy, ON · CAN-Strathroy ON Adair
- Full-time
…length of experience within the industry, skillset, education, business needs, etc. Catalent is a global employer, and this salary range does not reflect positions that work in other…
Added 1 min ago
S
Senior Project Technical Lead - Water
Stantec
Waterloo, ON
- Full-time
…sustainability. Our mission is to develop high impact water treatment solutions that protect public health and the environment. We’re continuously exploring what’s next - incorporating…
Added 1 min ago
B
Divisional Sales Manager
BMO
Vancouver, BC · FBT
- Full-time
…knowledge, expertise, and client needs conversations to provide solutions in the best interests of clients. Works with pace, takes timely action, and continuously identifies opportunities…
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B
Gestionnaire de portefeuille
BMO
Montreal, QC · DEMA
- Full-time
Provides advice and guidance to assigned business/group on implementation of solutions.
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B
Junior Analyst - Distribution Strategy
BMO
Toronto, ON · FCP
- Full-time
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Added 1 min ago
DG
Bilingual Portfolio Specialist Operations
DLL Group
Burlington, ON
- Full-time
…fees within established guidelines while maintaining positive business…
Added 1 min ago
HS
Service Coordinator
Hercules SLR
AB · Calgary, AB
- Full-time
The Hercules Group of Companies is a national leader in industrial lifting, rigging, material handling, and safety solutions, proudly supporting critical industries across Canada. With…
Added 1 min ago
AC
Manager, Mechanical
Armstrong Collective
Kamloops 1, BC
- Full-time
Ability to identify risks, develop practical solutions, and balance short-term operational needs with long-term business objectives.
Added 1 min ago
WS
Customer Experience Supervisor
Walter Surface Technologies Incorporated
Pointe-Claire, QC
- $70,000 to $85,000 CAD / year
- Full-time
…providing high performance abrasives, tools, power tools, chemical solutions, safety solutions, and welding process solutions specifically designed for the metalworking industry. Our core…
Added 13 mins ago
E
Principal Application DevOps Engineer, AI & Automation
Entrust
Canada
- Full-time
…will identify, design, build, and operationalize AI-assisted solutions that improve incident response, monitoring quality, deployment assurance, root cause analysis, and operational…
Added 13 mins ago
LE
CEO Office - Executive Administrative Assistant
Laurentis Energy Partners
Oakville, ON
- Full-time
Added 13 mins ago
NE
Junior Developer - Winter 2027 Co-op
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Toronto, ON
- Volunteer
…databases, and reporting tools while collaborating on real-world business solutions. You will also gain exposure to AI initiatives, including workflow automation, prompt engineering, and…
Added 13 mins ago
C
Senior Full Stack Developer (Node.js / React / AWS)
CGI
Halifax, NS
- Full-time
At CGI, we are seeking a Senior Full Stack Developer to join our team. This is a permanent, full-time opportunity for a senior developer who has extensive experience designing, building,…
Added 13 mins ago
CC
Manager, Communications
Canadian Cancer Society
Toronto, ON
- Full-time
Demonstrated ability to problem solve, think outside the box and find creative solutions
Added 13 mins ago
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Payroll and HCM Implementation Consultant
CMiC
Toronto, ON
- Full-time
CMiC is the leading provider of complete, integrated and advanced enterprise level software solutions for construction and capital projects. For nearly four decades, CMiC has partnered with…
Added 13 mins ago
C
PL/SQL Developer
CMiC
Toronto, ON
- Full-time
Translating business requirements into efficient technical solutions
Added 13 mins ago
D
Business Analyst
Deloitte
Toronto, ON
- Full-time
Developer at the Business Technology Analyst level. The ideal candidate has practical experience building
Added 13 mins ago
D
Consultant or Senior Consultant Product Engineering & Development
Deloitte
Toronto, ON
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BMO

Financial Planner

Edmonton, AB, Canada

Full-time

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Applications open in a new tab.

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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