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Added 3 mins ago
S
SOV Store - Travel Expert
Sunwing
Mississauga, ON
- Full-time
…base. The position reports to the Selling Supervisor/Branch Manager and will be located at our retail store in…
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WC
(CAN) Pharmacy Manager
Walmart Canada
North Battleford, SK
- Full-time
…functional and collaborative with the Prof Services District Manager. Develop a functional and collaborative relationship with the Store Management team and the Store…
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BC
Development Officer
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Bolton, ON
- Full-time
Collaborates with the Community Engagement Manager to develop fund development communications including collateral, media relations and social media messaging.
Added 4 mins ago
T
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TD
Innisfil, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
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T
Personal Banking Associate Trainee
TD
Burnaby, BC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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T
Business Succession Advisor
TD
Vancouver, BC
- Full-time
Supporting Investment Advisors and Relationship Managers with business development, opportunity identification, and client retention
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High Net Worth Planner
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- Full-time
b) Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and
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Personal Banking Associate
TD
Welland, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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T
Customer Experience Associate - Westmount, Claremont
TD
Montreal, QC
- Part-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 4 mins ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 4 mins ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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T
Senior Personal Banker Trainee - November 5th Networking Event, Edmonton
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 4 mins ago
T
Customer Experience Associate
TD
Vernon, BC
- Part-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 4 mins ago
T
Customer Experience Associate
TD
Port Coquitlam, BC
- Part-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 4 mins ago
NC
Kubernetes Platform Developer
NAV CANADA
Ottawa, ON
- Full-time
Ability to work as part of a team using Agile software development methodologies.
Added 4 mins ago
NC
SWIM Software Developer
NAV CANADA
Ottawa, ON
- Full-time
A minimum of three (3) years of experience with Java development.
Added 4 mins ago
SL
Associate Director, Investment Data - SLC Management
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
…companies, and benefit from the stability and strength of that…
Added 4 mins ago
SM
Associate Director, Investment Data - SLC Management
SLC Management
Toronto, ON · Sun Life Toronto One York
- Full-time
…companies, and benefit from the stability and strength of that…
Added 4 mins ago
WW
Client Account Manager
Wealth Without Wallstreet
Remote, Canada
- Full-time
- Remote
Client Account Manager, Wealth Without Wall Street
Added 4 mins ago
WW
Client Success Manager
Wealth Without Wallstreet
Remote, Canada
- Full-time
- Remote
Client Account Manager, Wealth Without Wall Street
Added 4 mins ago
KT
Front Counter Sales Representative
Kal Tire
Edmonton, AB
- Full-time
Starting wage: $33.00/hour. This Front Counter position offers a fast-track development opportunity toward a Store Manager role for candidates who demonstrate strong performance and…
Added 4 mins ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
The Account Manager is responsible for driving revenue growth by developing and managing relationships with residential builders, commercial, agricultural customers, engineering firms and…
Added 4 mins ago
H
Business Development Manager – Substation Services & Lifecycle Solutions
Hitachi
Montreal, QC · London, ON · AB · BC · (HE)Office_ON, Stoney Creek
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 19 mins ago
RB
Branch Manager, Pape and Danforth Branch
Royal Bank of Canada
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 33 mins ago
J
Manager of Projects (MOP)
Jacobs
Toronto, ON
- $168,600 to $221,325 USD / year
- Full-time
…infrastructure needs of data centers and private developers. As Manager of Projects (MOP), you will lead a portfolio of projects and serve as a key liaison with Advanced Facilities (AF),…

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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