Find work in Canada.

489,038 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 16 mins ago
R
Senior Financial Analyst
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
Ability to work effectively and appropriately with different management levels, both mid-level (Branch Manager) and senior leadership (General Manager)
Added 16 mins ago
A
Customer Service Representative/ Inside Sales Representative, Level 1
AirReps
Calgary, AB
- Full-time
…CSR/Inside Sales Representative collaborates with Regional Manager or Branch Manager to help drive territory coverage and maintain positive dealer…
Added 16 mins ago
OP
Senior Manager, Sector Technology Partnership
Ontario Public Service Leadership | Leadership dans la fonction publique de l’Ontario
ON · Ontario, Canada
- $110,638 to $155,942 CAD / year
- Full-time
…decision-making, and driving digital transformation? As the Senior Manager, Sector Technology Partnerships, you will serve as a key technology liaison between OPS IT organizations, partner…
Added 22 mins ago
Property Manager
Housing, Addictions and Homelessness
Selkirk, MB
Under the direction of the District Manager, the Property Manager ensures the efficient and effective management of assigned Manitoba Housing properties and is responsible and accountable…
Added 1 hour ago
B
Branch Manager, Commercial Insurance
BrokerLink
Markham, ON
- Full-time
We are looking for a Branch Manager, Commercial Insurance to lead and grow our team of Producers and Account Executives!
Added 1 hour ago
BE
Delivery Driver (G Class)
Battlefield Equipment Rentals
Guelph, ON
- Full-time
…As a G Class Driver, you’ll be the direct link between our branch team and our customers on-site. Your professionalism, reliability, and commitment to safe driving helps maintain and…
Added 1 hour ago
BE
Branch Manager
Battlefield Equipment Rentals
Guelph, ON
- Full-time
As Branch Manager, you will provide overall leadership to all branch employees and take full responsibility for operational performance, customer satisfaction, safety, service excellence,…
Added 1 hour ago
B
Financial Planner
BMO
Springdale, NL · NL
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 1 hour ago
A
Solutions Architect
Altis
Toronto, ON · Greater Toronto Area, Canada
- $88 to $100 CAD / hour
- Contract
You'll design modernization approaches using domain-driven design, strangler-fig migration, and branch-by-abstraction.
Added 1 hour ago
HP
Property and Evidence Supervisor
Hamilton Police Service
Hamilton, ON
- $105,577 to $124,202 CAD / year
- Full-time
Under the direction of the Manager, Records, Property and Evidence, the Supervisor of the Property & Evidence Branch will supervise the activities of the Clerks involved in processing,…
Added 2 hours ago
CS
Loans Interviewer / MSR, Mobile
Community Savings Credit Union
Vancouver, BC · Greater Vancouver Metropolitan Area
- Temporary
Under managerial direction, provides comprehensive branch lending services to members for personal loans, mortgages, lines of credit, construction mortgages, certificate of title, small…
Added 2 hours ago
A
Counter Sales Associate 2
AirReps
Markham, ON
- Full-time
Collaborate with the Branch Manager to determine the best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinate problem…
Added 2 hours ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities…
Added 2 hours ago
NG
Fleet Compliance Administrator
Nors Group
ON · Ontario, Canada
- Full-time
Work with Branch Admins to ensure vehicle binders contain all the required documents
Added 2 hours ago
G
Service Manager in Training
Groundworks
Burlington, ON
- Full-time
At Groundworks, we invest in people who are ready to lead, grow, and make an impact. Our Branch Manager Training Program (BMTP) is a six-month immersive development experience designed to…
Added 2 hours ago
B
Bilingual Customer Service Representative
BMO
Dollard-Des Ormeaux, QC
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 3 hours ago
R
Client Advisor
RBC
St. Marys, ON
- Part-time
This need is for Sherbrooke, Nova Scotia branch
Added 4 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
Added 5 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 7 hours ago
QR
Responsable des succursales / Branch Manager Canada Quiz Room & Bomb Squad Canada
Quiz Room
Montreal, QC
- Full-time
Canada Branch Manager – Quiz Room & Bomb Squad
Added 9 hours ago
CO
City Manager
City of Bixby
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The City Manager shall be the chief administrative officer and head of the administrative branch of the city government. He shall execute the laws and ordinances of the city and administer…
Added 14 hours ago
QR
Sales Representative - Coatings
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
We are seeking a driven and results-oriented Sales Representative to join our team at the Calgary, AB branch. This permanent full-time position will work out of the Calgary office and…
Added 15 hours ago
RM
Truck Driver
Russel Metals
Beechville, NS
- Full-time
…for the position of Class 1 Truck Driver within Halifax, NS Branch. This is a full-time, permanent position that reports directly to the Operations Manager. Successful candidate will be…

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 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 26, 2026

Original job description

Application Deadline:

11/08/2026

Address:

155 Main Street

Job Family Group:

Retail Banking Sales & Service

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.

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

Provides financial and investment planning advice to meet customer needs through the sale of managed products and services. Proactively engages with new and existing customers to grow business, build relationships, and identify future financial opportunities.

Requirements

Requires 3-5 years of relevant experience and a post-secondary degree in a related field. 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
Needs-based assessment
Business development
Outbound calling
Referral generation
Investment strategies
Data analysis
Communication
Collaboration
Problem solving
Influence
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings Plans
Business Development
Relationship Management
Personal Banking
Commercial Banking
Lending
Investment Products
Financial Industry
Regulatory Compliance
Strategic Advice
Customer Experience
BMO Financial Group

Report this job