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Added 6 mins ago
VI
online marketing manager
Vestra Inet
Concord, ON
- From $65,000 CAD / year
- Full-time
- On-site
…Marketing Manager with experience in SEO and AI innovations to lead our marketing team and drive the success of our clients? digital marketing initiatives. About the Role As an *Online…
Added 8 mins ago
SM
early childhood educator (ECE)
St. Maurice Daycare Inc.
Winnipeg, MB
- From $28.36 CAD / hour
- Full-time
- On-site
Lead activities by telling or reading stories, teaching songs and taking children to local points of interest
Added 14 mins ago
OC
Senior Analyst, SAP Ariba
Optis Consulting
Vancouver, BC
- Full-time
in identifying and developing new business opportunities, doing lead generation
Added 17 mins ago
VI
Senior Visual Merchandising Consultant – Freelance
VM ID Inc.
Toronto, ON · Greater Toronto Area, Canada
- Contract
Preferrably 10+ years of professional visual merchandising experience, including significant experience in a Senior VM, VM Manager, VM Lead or equivalent-level role.
Added 17 mins ago
M
Senior Communication Specialist
McElhanney
AB · Alberta, Canada
- Full-time
…clear, meaningful, and engaging. Reporting to the Communications Lead, you’ll play an important role in helping employees and leaders understand and navigate change as the firm continues to…
Added 17 mins ago
BH
Manager of Clinical Practice (LPN)
Bayshore HealthCare
Miramichi, NB
- Full-time
Lead clinical quality, audits, and continuous improvement initiatives
Added 17 mins ago
E
Bilingual Technical Trainer
Epiroc
Val-d'Or, QC
- Full-time
…support each other’s abilities to offer solutions. Together, we lead the way to make mining and construction more…
Added 17 mins ago
1E
HVAC/R Technician
1Click Energy Solutions
Corner Brook, NL
- Full-time
Added 17 mins ago
1E
Journeyman Electrician
1Click Energy Solutions
Corner Brook, NL
- Full-time
Added 17 mins ago
C
Part-Time Assistant Manager - Cineplex Odeon Victoria Cinemas
Cineplex
Victoria, BC
- Part-time
You have demonstrated ability to lead a team during high volume business periods in multiple departments.
Added 17 mins ago
TT
Digital Controls Technical Specialist
Trane Technologies
Montreal, QC
- Full-time
Oversee system architecture, configuration, and integration for Cloud BMS deployments. Lead remote troubleshooting, optimization, and commissioning efforts for IoT devices, HVAC controls,…
Added 17 mins ago
FH
Program Coordinator, Physician Quality Improvement (PQI)
Fraser Health Authority
Surrey, BC
- $32.43 to $46.62 CAD / hour
- Temporary
Lead and support projects that drive innovation, efficiency, and better healthcare outcomes.
Added 17 mins ago
L
Software Engineer - Product Lifecycle Information Management
lululemon
Vancouver, BC
- Full-time
Lead with courage, knowing the possibility of greatness is bigger than the fear of failure.
Added 17 mins ago
L
Seasonal Guest Experience Lead | 17th ave
lululemon
Calgary, AB
- Full-time
The Guest Experience Lead is responsible for ensuring all guests (i.e., customers) receive a quality in-store experience. They do this by overseeing or providing technical product education…
Added 17 mins ago
AC
Casino Host/Hostess
ACE Casinos
Calgary, AB
- Full-time
Lead, engage and adapt in high or low attendance events.
Added 20 mins ago
LM
Director of Surgical Operations
Lacroix médecine privée
Québec, QC
- $150,000 to $180,000 CAD / year
- Full-time
- On-site
…platforms, equipment, and infrastructure;? Act as the operational lead for maintaining standards Accreditation Canada and ensure ongoing preparation for visits and renewals;? Maintain the…
Added 20 mins ago
CO
Wastewater Treatment Operator II
City of Kelowna
Kelowna, BC
- From $40.17 CAD / hour
- Full-time
- On-site
…to make things better, work as one team, serve proudly and lead responsibly. Live, work and play in one of Canada?s fastest growing cities. Kelowna boasts miles of lake access, public areas…
Added 23 mins ago
Area Works Supervisor
Department of Transportation and Infrastructure
Morden, MB · Hadashville, MB
Lead and supervise maintenance crews and assign staff, equipment, and resources
Added 27 mins ago
AA
early childhood educator (ECE)
Acorn and Feather Infant Toddler Center
Surrey, BC
- $19 to $24 CAD / hour
- Full-time
- On-site
Lead activities by telling or reading stories, teaching songs and taking children to local points of interest
Added 27 mins ago
CA
Senior Architect
Coles Associates Ltd
Charlottetown, PE
- Full-time
You will lead and contribute to the design and delivery of architectural projects across institutional, residential, commercial, and industrial sectors, from concept and schematic design…
Added 27 mins ago
CA
Construction Administrator / CA Lead
Coles Associates Ltd
Charlottetown, PE
- Full-time
We are seeking a Construction Administrator / CA Lead to join our Charlottetown, PEI office. In this role, you will support the successful delivery of projects through the construction…
Added 31 mins ago
VC
Registered Nurse (RN) Med/Surg - Surgical Short Stay
Vancouver Coastal Health
Vancouver, BC
- $41.42 to $55.91 CAD / hour
- Other
Added 31 mins ago
VC
Registered Nurse (RN) - Special Area, Emergency
Vancouver Coastal Health
Pemberton, BC
- $41.42 to $55.91 CAD / hour
- Other
…taking smart risks, and "going first" when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in…
Added 31 mins ago
TC
Merchandise Coordinator
TJX Companies
Mississauga, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 35 mins ago
KL
nanny
Karis Love
Langley, BC
- From $20 CAD / hour
- Full-time
- On-site

BMO

Financial Planner

Edmonton, AB, Canada

Full-time

Apply About employer

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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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