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Added 38 mins ago
PH
Communications Specialist
Provincial Health Services Authority
Vancouver, BC
- Full-time
Reporting to the Manager, Organizational Change and Communications, the Communication Specialist is responsible for developing, leading, and executing internal and external communication…
Added 38 mins ago
B
Financial Planner
BMO
Sarnia, ON
- Full-time
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.
Added 48 mins ago
MM
assistant manager - retail
Main Mini Mart
Vancouver, BC
- From $44.75 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 50 mins ago
AC
store manager - retail
ascot cellular
Belleville, ON
- From $36 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 51 mins ago
AC
retail sales manager
A&S Corner Store
Maidstone, SK
- From $44 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 53 mins ago
SA
retail sales manager
SV Auto
Surrey, BC
- From $45 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 57 mins ago
CS
Property Manager - Full Time GL
City Sites Property Management Inc.
Toronto, ON
- $90,000 to $100,000 CAD / year
- Full-time
- On-site
Job Description* *CONDOMINIUM PROPERTY MANAGER* *Department: *Operations *Reports to:* Regional Director and/or Director of Operations *Overall Responsibility* · Manages the day-to-day…
Added 1 hour ago
M
fruits and vegetables manager - retail
MAXI
Baie-Comeau, QC
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
M
store manager - retail
MAXI
Sept-Îles, QC
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
AC
Power Traction & Power Supply Coordinator – Transit Metro System
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
…the interviews, you will meet people from our team: your line manager of course, but also other people related to your future role. We will talk in depth about you, your experience, and…
Added 1 hour ago
PT - Enhanced Supervision Residence Worker (Dogwood)
Connective
Maple Ridge, BC
Provides input to the Program Manager and/or other staff regarding the development of appropriate care plans to achieve residents’ objectives
Added 1 hour ago
IE
Financial Analyst
ILSC Education Group
Toronto, ON
- Full-time
Reports to: Financial Planning and Analysis, Manager
Added 1 hour ago
SR
Project Manager
Swim Recruiting
Victoria, BC
- $80 to $110 CAD / hour
- Contract
Our provincial government client is seeking an IT Project Manager to support its Finance organization’s Provincial Treasury / Banking and Cash Management Branch. The role requires practical…
Added 1 hour ago
PA
BDC Service Representative (Performance Toyota)
Performance Auto Group
St. Catharines, ON
- Full-time
Accomplish all daily, weekly, and monthly goals as established by the Service Manager.
Added 1 hour ago
PC
Store Manager
Prime Communications Canada Inc
Cornwall, ON
- Full-time
As a Retail Store Manager (Store Manager) of our Retail Team and working at our Cornwall Rogers Store, you will be responsible for the sales and daily operations of your store. Daily…
Added 1 hour ago
FT
Part-Time Faculty – Pre-Health Sciences Pathway to Certificates and Diplomas (PCD1)
Fanshawe Toronto@ILAC
London, ON
- Part-time
The Pre-Health Sciences Pathway to Certificates and Diplomas program prepares students for further study in health-related certificate and diploma programs. Students develop foundational…
Added 2 hours ago
PT - Inlet Recovery Home - Residence Worker
Connective
Port Alberni, BC
Reports and is accountable to the Program Manager or their designate
Added 2 hours ago
MU
Office Assistant A (Manager/Librarian - Concert Choir)
McGill University
Vancouver, BC · Strathcona Music
- Part-time
Work Study eligibility is required. Confirmation will be requesting during hiring process.
Added 2 hours ago
MU
Office Assistant A (Manager/Librarian - University Chorus)
McGill University
Vancouver, BC · Strathcona Music
- Part-time
Work Study eligibility is required. Confirmation will be requesting during hiring process.
Added 2 hours ago
C
Manager, Client Advice - Marché central
CIBC
Montreal, QC
- Full-time
…client experience and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform at their best, while supporting a “One Team” approach that connects…
Added 2 hours ago
C
Senior Manager, Capital Markets Controllership, Accounting
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Added 2 hours ago
B
CUSTOMER SERVICE REPRESENTATIVE
BMO
Vancouver, BC · FBT
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Added 2 hours ago
B
Customer Service Representative
BMO
Tofield, AB
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Added 2 hours ago
B
Customer Service Representative
BMO
Coquitlam, BC
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Added 2 hours ago
B
Customer Service Representative
BMO
Vancouver, BC
- Part-time
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.

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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