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Added 11 mins ago
TH
Registered Nurse (RN) - PT Permanent, Erie Shores Residence
The Hospice of Windsor and Essex County
Leamington, ON
- $36.45 to $45.84 CAD / hour
- Part-time
…the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Practical Nurses, Personal Support Workers, Coordinator of Volunteers, Social Workers and…
Added 11 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
Fredericton, NB
- $135,000 to $185,000 CAD / year
- Full-time
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their…
Added 11 mins ago
AS
Payroll Technician
AgileGrid Solutions
Canada
- Full-time
We are currently seeking a detail-oriented and experienced Payroll Technician to join our client’s dynamic team in the film and entertainment industry. This is a permanent position located…
Added 11 mins ago
WI
Remediation Project Manager
WSP in Canada
Smithers, BC
- Full-time
We're expanding and seeking a Remediation Project Manager. This role involves working with a dedicated team to manage contaminated downstream sites to achieve regulatory closure and support…
Added 11 mins ago
WI
Remediation Project Manager
WSP in Canada
Smithers, BC
- Full-time
We're expanding and seeking a Remediation Project Manager. This role involves working with a dedicated team to manage contaminated downstream sites to achieve regulatory closure and support…
Added 13 mins ago
WI
Remediation Project Manager
WSP in Canada
Terrace, BC
- Full-time
We're expanding and seeking a Remediation Project Manager. This role involves working with a dedicated team to manage contaminated downstream sites to achieve regulatory closure and support…
Added 13 mins ago
WP
Occupational Therapist, Regular Full-Time, Rehabilitation Department
West Parry Sound Health Centre
Parry Sound, ON
- Full-time
…a modern environment. In addition, we encourage growth and development and welcome new graduates to apply and explore this opportunity with…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Brossard, QC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Montreal, QC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Quebec, QC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
Hamilton, ON
- $135,000 to $185,000 CAD / year
- Full-time
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Mississauga, ON
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
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Senior Account Coordinator (Paid Social)
Trevant
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
…media strategies and campaign execution for our clients. This client-facing role is ideal for someone eager to build strong client relationships, own campaign execution with growing…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Saskatoon, SK
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
Bedford, NS
- $135,000 to $185,000 CAD / year
- Full-time
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Vancouver, BC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
C
Automation Tester
CGI
Toronto, ON
- Full-time
This role follows a hybrid work model and requires attendance at our downtown Toronto office and/or client office a minimum of 4 days per week. This requirement is subject to change at any…
Added 13 mins ago
SI
Facility Maintenance Manager
Shannex Incorporated
Mississauga, ON
- Full-time
We are searching for a Facility Maintenance Manager to join our new Parkland on the Glen team based in Mississauga, Ontario.
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Toronto, ON
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
NT
Technical Program Manager
NEARSOURCE TECHNOLOGIES
Montreal, QC
- Contract
NearSource Technologies is looking for a Technical Program Manager to lead complex technology programs involving cloud platforms, software development, and cross-functional engineering…
Added 13 mins ago
AX
Senior Underwriter, Auto
AXA XL
Montreal, QC
- Full-time
…renewal portfolio, while providing leading edge solutions for client…
Added 13 mins ago
S
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
The BWT Senior Manager leads comprehensive wealth planning consultations, orchestrates collaboration among internal and external subject matter experts, and delivers tailored…
Added 13 mins ago
WI
Senior Estimator
WSP in Canada
Ottawa, ON
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 13 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
Calgary, AB
- $135,000 to $185,000 CAD / year
- Full-time
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their…
Added 13 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
AB · Edmonton, AB
- $135,000 to $185,000 CAD / year
- Full-time
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their…

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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