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Added 2 mins ago
CC
cardiac sonographer
Capital Cardiology
Nepean, ON
- $40 to $46 CAD / hour
- Full-time
- On-site
…cardiovascular center serving the Ottawa region. Our growing team of cardiologists and allied healthcare professionals are committed to providing high standards diagnostic tests. We offer a…
Added 5 mins ago
BB
office administrator
Bookkeeping Bizz Inc.
North York, ON
- $19 to $21 CAD / hour
- Full-time
- On-site
…smoothly and coordinate communication between clients, our team, and government bodies, including the Canada Revenue Agency (CRA) and Service Canada. *Key Responsibilities* * Welcome…
Added 7 mins ago
CS
Full Time Administrator
Chlyn Safety Services Ltd.
Hinton, AB
- $17 to $20 CAD / hour
- Full-time
- On-site
Overview* _*Chlyn Safety Services Ltd*_. is seeking a *Full-Time team member *to join our growing Hinton location . We are a locally owned and operated provider of comprehensive health and…
Added 7 mins ago
BB
Front Desk Receptionist
Bookkeeping Bizz Inc.
North York, ON
- $19 to $21 CAD / hour
- Full-time
- On-site
…smoothly and coordinate communication between clients, our team, and government bodies, including the Canada Revenue Agency (CRA) and Service Canada. *Key Responsibilities* * Welcome…
Added 11 mins ago
DH
Full Time Project Manager
DKI Hi-Tech
Hanover, ON
- $50,000 to $60,000 CAD / year
- Full-time
- On-site
…*Project Manager* to join our growing Insurance Restoration team. You?ll take ownership of restoration projects from start to finish, working with homeowners, insurance adjusters, trades,…
Added 13 mins ago
CG
Tim Hortons Team Member, Full Time
Compass Group Canada
Halifax, NS · Greater Halifax Metropolitan Area
- Full-time
Serve customers in a friendly, efficient manner following outlined steps of service.
Added 13 mins ago
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food counter attendant
Wendy's
Penticton, BC
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 13 mins ago
OS
Employee Movement Associate
Opensity Solutions
Toronto, ON · Greater Toronto Area, Canada
- $25 to $29 CAD / hour
- Full-time
…and employee lifecycle changes across the organization. As a member of the Employee Movement Team (EMT), this role collaborates closely with hiring managers, HR, and technology teams to…
Added 13 mins ago
ML
FSQA Supervisor (Afternoon)
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
As a key leader on the FSQA team, the FSQA Supervisor is responsible for ensuring the Quality Assurance and Food Safety programs and protocols are executed effectively at the facility. By…
Added 13 mins ago
Banking Advisor Trainee - Huntsville Place Mall Branch
Scotiabank
Huntsville, ON
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 13 mins ago
KS
Employee Movement Associate
K2 Services
Toronto, ON · BMO TORONTO
- $25 to $29 CAD / hour
- Full-time
…and employee lifecycle changes across the organization. As a member of the Employee Movement Team (EMT), this role collaborates closely with hiring managers, HR, and technology teams to…
Added 13 mins ago
Personal Support Worker
Bayshore
Niagara-on-the-Lake, ON
…HealthCare is proud to showcase its achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best…
Added 25 mins ago
BV
Tuesday Delivery Driver
BCause Ventures
Langford, BC
- From $22 CAD / hour
- Part-time
- On-site
TUESDAY Part-time Drivers required! Looking to earn some extra money? Why not join the Part Time driving team at BCause Ventures Ltd. Tuesdays are the busiest days delivering produce, fruit…
Added 28 mins ago
B
Farm Insurance Advisor- Sales & Service Book of Business
BrokerLink
Sherwood Park, AB · St. Albert, AB
- Full-time
We are looking for a Farm Insurance Advisor to join our Sales & Service Book of Business Team in St. Albert, Alberta on a Permanent Full Time Basis!
Added 28 mins ago
Swamper
Vertex Resource Group
AB · Rocky View County, Alberta
With a track record of success, Vertex provides a fast-paced environment where people thrive. We recognize that each member brings a valuable skillset to the Vertex team, and we make…
Added 28 mins ago
PA
Supervisor, Ground Support Equipment (GSE)
Porter Airlines Inc.
Toronto, ON
- Full-time
Reporting to the Manager, Facilities and Ground Support Equipment Maintenance, this individual is responsible for the supervision of the Porter’s ground support equipment team.
Added 28 mins ago
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Junior Systems Administrator
GraceMed
Oakville, ON
- $50,000 to $60,000 CAD / year
- Full-time
Rewards that grow: Competitive compensation and commission rewards. We offer team member group benefits plus discounts on medical-grade skin care and our aesthetic services.
Added 28 mins ago
T
Customer Experience Associate - Riverview
TD
Riverview, NB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 28 mins ago
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Équipier Saisonnier
Cineplex
Mont-Royal, QC · CPX Royalmount
- Part-time
Cineplex’s Cast Members are an integral part of the team who provide an exceptional entertainment experience to each and every guest. Cast Members have a range of responsibilities, each of…
Added 43 mins ago
SH
Occupational Therapist - Repost
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
The Occupational Therapist will operate with a high degree of independence as a member of a multidisciplinary regional rehabilitation team. The incumbent will participate in the planning,…
Added 43 mins ago
SH
Certified Health Care Aide - Aide en soins de santé Repost
Southern Health-Santé Sud
St. Claude, MB
- Full-time
Be part of the Southern Health-Santé Sud team, who is rooted in what matters most. Joina region that offers a lifestyle like no other – a safe, peaceful, beautiful, fulfilling life for you…
Added 43 mins ago
SH
Home Care Attendant - Repost
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 43 mins ago
OG
Line Cook, Olive Garden Ottawa
Olive Garden Canada
Ottawa, ON
- Full-time
…each other. That includes placing the health and safety of our team members and guests as a top priority. We are committed to the highest safety and sanitation practices, including ensuring…
Added 43 mins ago
OG
Prep Cook, Olive Garden Ottawa
Olive Garden Canada
Ottawa, ON
- Full-time
…each other. That includes placing the health and safety of our team members and guests as a top priority. We are committed to the highest safety and sanitation practices, including ensuring…
Added 43 mins ago
TS
Food Bank Supervisor
The Salvation Army in Canada
Penticton, BC
- Full-time
The Community and Family Services / Food Bank Supervisor will be an important member of the management team and will participate in the planning, development, and implementation of programs…

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.

Apply About employer

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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