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Added 5 mins ago
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Strategic Sourcing Specialist, Corporate Services-EN
CAE
Montreal, QC
- Full-time
Reporting to the Category Manager, Indirect Global Procurement & Supply Management, the Strategic Sourcing Specialist is responsible for Category Strategy, Strategic Sourcing, Critical…
Added 5 mins ago
E
US Corporate Tax - Calgary - Senior Manager
EY
Calgary, AB
- Full-time
Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior Manager, you’ll see this first hand by being…
Added 5 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 5 mins ago
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Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Elaborate and formulate strategic business plans
Added 5 mins ago
AA
Spécialiste de la chaîne d'approvisionnement et Qualité / Supply Chain Quality Specialist (SCQS)
Airbus Aircraft
Montreal, QC
- Full-time
…d'approvisionnement et Qualité pour rejoindre notre équipe de manager de la qualité et de l’approvisionnement basée à Mirabel (Québec, Canada), où vous [exemple: travaillerez conjointement…
Added 5 mins ago
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Manager, Facilities Management - Multi-Residential
Morguard
Mississauga, ON
- Full-time
The Manager, Facilities Management is accountable to the Assistant Vice President, National Programs for providing strategic leadership and oversight of Facilities Management practices…
Added 5 mins ago
PB
Senior Construction Project Manager - ICI Projects
Pearl Builders
Brampton, ON
- $80,000 to $120,000 CAD / year
- Full-time
…complete design/build. Our work ranges from the management and development of complete new builds, refurbishments and fit-outs for…
Added 5 mins ago
JP
Territory Manager - Toronto
JAMP Pharma Group
Toronto, ON
- Full-time
Reporting to the Sales Director, the Territory Manager will serve as en entrepreneurial business leader responsible for identifying new growth opportunities, expanding market presence,…
Added 5 mins ago
SA
Director of Finance
Services and Housing In the Province (SHIP)
Mississauga, ON
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 5 mins ago
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Responsible Investment Analyst, Temporary
Aviso
Vancouver, BC
- $65,000 to $75,000 CAD / year
- Full-time
Minimum three years' experience in a research function in business, government, academic or nongovernmental organizations
Added 5 mins ago
EC
Bilingual Sales Coordinator
Experis Canada
Montreal, QC
- Contract
Title – Sales Operations Coordinator / Manager (French Fluent)
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Property Administrator
Morguard
AB · Edmonton, AB
- Full-time
The Property Administrator is accountable to the (Senior) Property Manager or (Senior) District Manager for managing daily and periodic administrative functions for the residential building…
Added 5 mins ago
GS
Finance Manager (Full-time / Onsite)
Good Shepherd Ministries
Toronto, ON
- Full-time
Through responsible leadership and positive role modelling, he/she collaborates in the development and implementation of company Policies and Procedures, financial plans and policies, and…
Added 5 mins ago
BI
Release Manager – 7 Days to Die
Behaviour Interactive
Montreal, QC
- Full-time
Are you ready to dive into the world of cutting-edge video game development? Headquartered in Montreal, Behaviour Interactive is at the forefront of the gaming industry, crafting…
Added 6 mins ago
AI
General Labourer
American Iron and Metal
Windsor, ON
- From $25.75 CAD / hour
- Full-time
…years evolved into a successful and multifaceted company with business divisions that include metal recycling, decommissioning and demolition, auto-parts sales and recycling, manufacturing…
Added 6 mins ago
Sales Associate
Laura Canada
Montreal, QC
Effectively develops customer relationships by applying Laura Canada’s Clientele Development tools.
Added 6 mins ago
Prepared Foods - Clerk Department Second Deli
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 6 mins ago
Dispatch Coordinator
PFX Group
Milton, ON
…to resolve customer complaints with minimal impact on their…
Added 6 mins ago
Internal Communications Manager
Infrastructure Ontario
Toronto, ON
…recognized domestically and internationally for the way it does business and the success it has had with its major projects, real estate services, infrastructure lending, commercial…
Added 6 mins ago
Training Business Analyst Sr
Dayforce
Canada
Postsecondary education in Business Administration, Learning and Development, Information Systems, Operations, or a related discipline, or equivalent experience.
Added 6 mins ago
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Part-Time Sales Lead - Famous Footwear
Caleres
Oshawa, ON
- Part-time
Essential Functions: Other responsibilities may be performed as needed to ensure the needs of the business are met.
Added 6 mins ago
WM
Operations Manager Trainee
Waste Management, Inc.
Brampton, ON
- Full-time
Collaborates with all frontline managers to learn the day-to-day business operations (i.e., Operations Improvement Manager, Fleet Manager, Sales Manager, District Managers, Operations…
Added 6 mins ago
PM
Health & Safety Officer
Pitt Meadows Plumbing & Mechanical Systems
Maple Ridge, BC · Lower Mainland, British Columbia
- Full-time
Support and promote Occupational Health & Safety Program and COR program alongside the Health & Safety Manager
Added 6 mins ago
DA
Service Advisor - Commercial Medium Duty
Dueck Auto Group
Delta, BC
- Full-time
…career growth through continuous training and professional development. Dueck Auto Group is constantly growing and looking for individuals who can contribute to our business operations…
Added 20 mins ago
LC
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
Toronto, ON
- 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

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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