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Added 6 mins ago
CC
Indigenous Research and Development Coordinator
Canadore College
North Bay, ON
- Full-time
· Three or four-year diploma/degree in a related field such as Indigenous Studies, Public Administration, Social or Health Sciences, Business Administration, Community Development,…
Added 8 mins ago
DC
Service Partner Program Specialist - ONSITE
Danaher Corporation
Concord, ON · CAN - Concord - AB Sciex LP
- Full-time
This position reports to the Sr. Manager, Global Service Processes, is part of the Global Service Support team, and will be ONSITE at our facility in Concord, Canada.
Added 8 mins ago
I
Associate Product Manager
ITW
Tecumseh, ON
- Full-time
…individual to join our team at Tregaskiss as an Associate Product Manager based onsite at our Windsor, Ontario…
Added 8 mins ago
Data Scientist (Askuity division)
The Home Depot
Toronto, ON
Added 8 mins ago
TH
Marketing Cloud (Agentforce Marketing) Specialist, Askuity division
The Home Depot
Toronto, ON
- Full-time
Bachelor's Degree in Marketing, Business, Analytics, Computer Science, or a related field (or equivalent experience)
Added 8 mins ago
TH
Manager / Senior Manager, Finance, Contractor Services & Pro
The Home Depot
Canada
- Full-time
The Manager/Senior Manager, Finance is a strategic finance leader responsible for providing financial leadership, insight, and decision support to the Contractor Services and Pro…
Added 8 mins ago
TH
Asset Protection Specialist: Full Time- Vancouver Terminal
The Home Depot
Vancouver, BC
- Full-time
· Experience in investigations, loss prevention, security or studies in a related field.
Added 8 mins ago
TH
Loss Prevention Specialist Full Time (MONCTON)
The Home Depot
Moncton, NB
- Full-time
Experience in investigations, loss prevention, security or studies in a related field.
Added 8 mins ago
Analyst Online Customer Experience (Contract) – Future Opportunities
The Home Depot
Canada
Reports to: Manager / Lead, Online Category Experience
Added 8 mins ago
TH
Engineering Analyst- 12 Month Contract
The Home Depot
Vaughan, ON
- Full-time
Bachelors degree in Industrial Engineering or a related field of study
Added 8 mins ago
TH
Certified Heavy Equipment Mechanic: Located in VANCOUVER
The Home Depot
BC
- Full-time
…minimize downtime, immediately notifying the Regional Rental Manager (RRM) of any…
Added 8 mins ago
TH
SR MANAGER MERCHANDISING PRODUCT MANAGEMENT CAN
The Home Depot
Canada
- Full-time
As the Senior Manager, Merchandising Product Management, you will drive vision, strategy, and execution, transforming ideas into user-centric products that set industry standards.
Added 8 mins ago
TH
Loss Prevention Specialist Full Time (OTTAWA AREA)
The Home Depot
NB
- Full-time
Experience in investigations, loss prevention, security or studies in a related field.
Added 8 mins ago
TH
Intern, Full Stack Software Developer
The Home Depot
Canada
- Full-time
Provide regular status updates to the Scrum Master/Manager
Added 8 mins ago
TH
COMMERCIAL ACCOUNT MANAGER CAN - Atlantic Canada (Halifax/Dartmouth)
The Home Depot
NS
- Full-time
The Commercial Account Manager is responsible for driving incremental sales growth and profitability through account relationships, specifically focusing on new business development. The…
Added 8 mins ago
TH
Asset Protection Specialist: Full Time - STRAWBERRY HILL SURREY
The Home Depot
Surrey, BC
- Full-time
· Experience in investigations, loss prevention, security or studies in a related field.
Added 8 mins ago
TH
Asset Protection Specialist Full-Time - 7057 Polo Park
The Home Depot
Burnaby, BC
- Full-time
Experience in investigations, loss prevention, security or studies in a related field.
Added 8 mins ago
TH
Compensation Analyst - 1-year Contract
The Home Depot
Canada
- Full-time
…positive customer experience. This role will report into the Manager,…
Added 24 mins ago
Social Media Specialist - Call It Spring
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Reporting to the Senior Social Media Manager, the Social Media Specialist is deeply immersed in social, fashion, and Gen‑Z culture, using that awareness to ensure daily execution is highly…
Added 24 mins ago
IF
Senior Project Manager, FinOps & Cloud Foundations
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Project Manager, FinOps & Cloud Foundations, you will lead complex, cross-functional IT initiatives from inception through to the realization of expected benefits. You will…
Added 24 mins ago
IF
Manager, Exclusive Services
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
As a Manager, Exclusive Services, you will play a key role in delivering proactive and personalized service to our clients and sales force. You will act as a facilitator between…
Added 24 mins ago
IF
Underwriter
iA Financial Group
Toronto, ON
- Full-time
Collaborate with the Group Underwriting Manager to ensure underwriting tools and approaches support profitable business growth while contributing to continuous improvement initiatives.
Added 24 mins ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
As a Corporate Branch Manager, you will play a key role in maintaining a strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the…
Added 24 mins ago
IF
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
iA Financial Group
Toronto, ON · Vancouver, BC
- Full-time
…creating value for clients and partners? As a Client Relationship Manager, Partnerships & Affinity Markets – Special Markets, you will support the national growth, retention, profitability,…
Added 38 mins ago
CC
Bilingual Communications Manager
CLEAResult Canada
Canada
- Full-time
Post secondary education in Corporate Communications, Public Relations, or related field.

BMO

Financial Planner

Edmonton, AB, Canada

Full-time

Apply About employer

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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