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Added 1 min ago
CC
Manager, Communications
Canadian Cancer Society
Kelowna, BC
- Full-time
As a member of the Communications team at the Canadian Cancer Society (CCS), the Mission Communications Manager is primarily responsible for developing communications strategies, plans and…
Added 1 min ago
FC
Fit4Less Manager - Edmonton Depot 170
Fit4Less Canada
AB · Edmonton, AB
- Full-time
The Fit4Less Manager leads a team of club Associates to run a financially healthy club focused on clean, friendly, and automated experiences for both Members and Associates.
Added 1 min ago
CC
Manager, Communications
Canadian Cancer Society
Montreal, QC
- Full-time
As a member of the Communications team at the Canadian Cancer Society (CCS), the Mission Communications Manager is primarily responsible for developing communications strategies, plans and…
Added 1 min ago
RG
PROPERTY ADMINISTRATOR
Rank Group
Halifax, NS
- Full-time
Based in Halifax, Nova Scotia, Rank Group is a full-service real estate firm, providing services such as property development, construction, property management, property maintenance, space…
Added 1 min ago
SC
HIV REGISTERED NURSE
Sanctum Care Group
Saskatoon, SK
- Full-time
Participate in the Manager On‑Call rotation (one week of 24/7 on‑call every 6–8 weeks).
Added 1 min ago
CG
Unit Retail Marketing Manager
Compass Group Canada
Oshawa, ON
- Full-time
The Unit Retail Marketing Manager (URMM) is a hands-on retail leader responsible for driving Same Store Sales (SSS), transaction, basket size, and overall retail performance at Durham…
Added 1 min ago
CG
Food Supervisor Full Time
Compass Group Canada
London, ON
- Full-time
…You are Guest-focused and excited about assisting the Unit Manager and Supervisor team with responsibilities to ensure the successful operation of our restaurant. As an enthusiastic team…
Added 1 min ago
SC
B2B Industrial & Commercial Sales Representative
Sparkling Cleaners
Hamilton, ON
- Full-time
Proven track record in B2B sales, outside sales, commercial real estate, or facility vendor services in Southern Ontario.
Added 1 min ago
NS
Environmental Services Worker - Environmental Services
Nova Scotia Health Authority
Bridgewater, NS
- Full-time
Reporting to the Assistant Manager - Facility Support Services, the Environmental Service Worker maintains a clean, safe, and functional environment for patients, families, staff and…
Added 1 min ago
NS
Porter - Porter Services
Nova Scotia Health Authority
Bridgewater, NS
- Full-time
Reporting to the Assistant Manager, the Porter is responsible for providing transportation services for patients, medications, lab specimens, equipment, and charts in a safe and efficient…
Added 1 min ago
NS
Pharmacist - Pharmacy Services
Nova Scotia Health Authority
Kentville, NS
- Full-time
Reporting to the Manager, Pharmacy Services, the Pharmacist works within an inter-professional and collaborative team to deliver holistic, comprehensive, healthcare services in a…
Added 1 min ago
T
Manager, GTS Risk & Control Shared Services Testing
TD
Markham, ON · Toronto, ON
- Full-time
Reporting to Senior Manager, the successful candidate will be responsible for planning, executing, reviewing and reporting on control testing activities to assess the design and operating…
Added 7 mins ago
P
food services manager
Projekt+Blend
Langley, BC
- From $38.5 CAD / hour
- Full-time
- On-site
Added 8 mins ago
CR
restaurant manager
Cassio's Restaurant
Jasper, AB
- From $37.5 CAD / hour
- Full-time
- On-site
Determine type of services to be offered and implement operational procedures
Added 9 mins ago
EG
assistant manager - retail
EB Games Canada
Winnipeg, MB
- $17.15 to $21 CAD / hour
- Full-time
- On-site
Determine merchandise and services to be sold
Added 9 mins ago
A&
restaurant manager
A & W
Greely, ON
- From $68,000 CAD / year
- Full-time
- On-site
Determine type of services to be offered and implement operational procedures
Added 9 mins ago
AR
restaurant manager
A&W Restaurant
Vernon, BC
- From $57,600 CAD / year
- Full-time
- On-site
Added 13 mins ago
AG
manager, administrative services
Aces General Services Ltd.
Edmonton, AB
- From $53.85 CAD / hour
- Full-time
- On-site
Evaluate the operations of a department providing administrative services
Added 16 mins ago
M
Manager, Facilities Management
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 16 mins ago
UO
Front Desk Administrative Assistant
University of Victoria
Victoria, BC
- Full-time
Reporting to the Corporate Services Manager, the Front Desk Administrative Assistant is the first point of contact at the Queenswood facility and represents Ocean Networks Canada (ONC) by…
Added 16 mins ago
D
Manager, Commercial Assurance (Calgary)
Deloitte
Calgary, AB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 16 mins ago
TU
Finance Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…processing for the VPFO. The portfolio provides university-wide services ranging from facilities operations, financial services, budgeting & planning to safety and risk with a combined…
Added 16 mins ago
CG
Registered Dietitian , Cornwall Ontario (Contract)
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
You will be responsible for assisting the Manager to ensure the effective overall functioning of the Food and Nutrition Services Department.
Added 16 mins ago
CG
Manager, Talent Development
Compass Group Canada
Mississauga, ON
- Full-time
The Manager, Talent Development is responsible for designing, implementing, and managing enterprise learning and capability-building programs that support Compass Group Canada’s business…
Added 16 mins ago
CG
Manager, ESS
Compass Group Canada
Sept-Îles, QC
- Full-time
Now, If You Were To Come On Board As One Of Our Director Of Operations (Food Services), We’d Ask You To Do The Following For Us

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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