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Added 23 hours ago
AC
NATIONAL ACCOUNT MANAGER- ON PREMISE
Asahi Canada
Toronto, ON
- $87,840 to $109,800 CAD / year
- Full-time
The role will lead relationships with key national and regional chain operators, negotiate customer agreements, develop joint business plans, and collaborate with cross-functional teams to…
Added 23 hours ago
PS
D365 CE Developer
Pi Square Technologies
Montreal, QC
- Full-time
Lead delivery engagements, including planning and leading workshops.
Added 23 hours ago
N
Junior Account Executive - North America Market
Naboo
Montreal, QC
- Full-time
Support clients (inbound leads via marketing or returning customers) in planning their seminars, team retreats, or workshops through the Naboo platform and curated venue collection
Added 23 hours ago
CE
Staff Discipline Facilities Engineer (ICE)
Cenovus Energy
Calgary, AB
- Full-time
Lead front-end investigation, scoping and design basis for projects that bridge field instrumentation, automation systems and data platforms (e.g., pipeline leak detection, rotating…
Added 23 hours ago
R
Sales Representative
Rentman
Remote, Canada
- Full-time
- Remote
You’ll also contribute to our international sales efforts, working closely with Marketing, Customer Experience, Customer Success, and Product teams to continuously improve the customer…
Added 23 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Added 23 hours ago
AR
Business Development Manager
ALS Recruiting Ltd
ON · Ontario, Canada
- $75,000 to $130,000 CAD / year
- Full-time
Bachelor's degree in Business, Marketing, or a related field (preferred).
Added 23 hours ago
SM
Account manager
Sani Marc
Winnipeg, MB
- Full-time
Manage the full sales cycle, including lead generation, presentations, proposals, negotiations, and closing.
Added 1 day ago
B&
Seasonal Retail Sales Associate-MONTREAL EATON CENTRE
Bath & Body Works
Montreal, QC
- $17.6 USD / hour
- Part-time
…your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every…
Added 1 day ago
A
Senior Interaction Designer [AQ-22134]
Aquent
Toronto, ON
- Contract
…impactful digital experiences that resonate deeply. You will lead design initiatives from strategy to execution, ensuring every interaction is intuitive, inclusive, and highly effective,…
Added 1 day ago
A
Digital Product Designer [AQ-22135]
Aquent
Toronto, ON
- Contract
…set new benchmarks for the industry. This is your chance to lead with design, transform complex financial processes into elegant solutions, and significantly contribute to a platform that…
Added 1 day ago
K
Paid Social Manager
Klick
Toronto, ON
- Full-time
…sciences brands achieve their full potential through best-in-class marketing and advertising, media, medical affairs and communications, market access, real-world evidence, and technology…
Added 1 day ago
'
Forward Deployment Engineer Lead- Commercial
''
Toronto, ON
- Full-time
- Other
Position Title: Forward Deployment Engineer Lead- Commercial
Added 1 day ago
AI
Managing Partner
Antal International
Canada
- Full-time
…Canada and looking for ambitious professionals to launch and lead a new office under our internationally recognized brand in virgin markets where Antal does not yet have a presence, this is…
Added 1 day ago
NB
Senior Advisor, Distribution Growth and Transformation
National Bank of Canada
Montreal, QC
- Full-time
Lead the business component of priority initiatives with pan-Canadian, multichannel or cross-functional scope, from initial scoping through deployment.
Added 1 day ago
HT
Engineering Team Leader (PET HR)
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 1 day ago
ML
Senior Business Development Manager
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
…institutional business development training content, pitch materials, marketing support, and direct access to firm leadership. The mandate is to convert that infrastructure into qualified…
Added 1 day ago
BJ
Marketing Manager
Bradford Jacobs
Toronto, ON
- Full-time
Lead creative and content execution across product marketing, corporate web properties, investor relations materials, blogs, videos and product launches, managing copywriters and designers.
Added 1 day ago
FC
Academic Services Consultant - AppD/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Academic Planning, Business Development and Marketing
Added 1 day ago
GD
Business Development Manager, Tactical Comms and Information Systems
General Dynamics Missions System International
Ottawa, ON
- Full-time
…while deepening relationships with existing programs. They will lead at the convergence of market intelligence, solution selling, customer relationships and partnership development. Success…
Added 1 day ago
Q
Senior Product Marketing Manager - Finance Automation
Quadient
Markham, ON
- $100,000 to $130,000 CAD / year
- Full-time
…skills and make a real impact – help our future-focused business lead the way in powering secure and sustainable business connections through digital and physical…
Added 1 day ago
G
Senior Tax Lawyer - Practice Leader
gpac
Surrey, BC
- $162,400 to $203,000 CAD / year
- Full-time
A highly regarded, full-service British Columbia law firm is seeking an experienced Senior Tax Lawyer to lead and expand its Tax Group.
Added 1 day ago
Senior Software Engineer, International
Robinhood
Toronto, ON
…engineering team partners closely with product, design, compliance, marketing teams, along with an array of platform engineering teams to launch new products and optimize user acquisition…
Added 1 day ago
HM
Director of National Accounts (Warehouse)
Highlight Motor Group
Toronto, ON
- Full-time
…transportation companies in the GTA. As a result of our driven marketing approach and second-to-none work ethic, we are experiencing tremendous growth. To keep up, we’re seeking…
Added 1 day ago
B
Key Account Manager // Gestionnaire de Comptes Clés
BAT
Toronto, ON
- Full-time
…d’aventure. Ces mêmes personnes sont également des spécialistes du marketing de marque, des développeurs de produits et des vendeurs qui travaillent tous pour The Water Street Collective…

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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