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Added 15 mins ago
C
Community General Manager II, Imperial Service
CIBC
Burlington, ON
- Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 15 mins ago
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Personal Banker
BMO
Toronto, ON
- Full-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 30 mins ago
MT
Parts Manager NEW!!!
Maxim Truck and Trailer
Prince Albert, SK
- Full-time
Do you have technical knowledge of heavy duty truck and trailer parts? Maxim is currently seeking a PARTS MANAGER. The successful candidate will lead a team who ensures customer…
Added 45 mins ago
RB
Client Advisor
Royal Bank of Canada
Carman, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 45 mins ago
R
Client Advisor
RBC
Quebec, QC
- Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 59 mins ago
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Personal Banker
TD
Seaforth, 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 1 hour ago
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CSR
BMO
Surrey, BC
- 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 1 hour ago
B
Customer Service Representative
BMO
Surrey, BC
- 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 1 hour ago
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Saint-Georges-de-Beauce - 4 months
BMO
Saint-Georges, QC
- Full-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 1 hour ago
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Victoriaville - 4 months
BMO
Victoriaville, QC
- Full-time
Added 1 hour ago
Assistant Branch Manager
Money Mart
Parksville, BC
Assistant Branch Managers help the Branch Manager lead the day-to-day success of a Money Mart branch while staying hands-on with customer service, sales, financial service transactions,…
Added 1 hour ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…Mortgage Authority (SMA), Home Financing Solutions (HFS), and Branch Channels to ensure consistent, quality decisions are being made by the adjudication staff within appropriate risk…
Added 2 hours ago
UC
Manager, Remote Services
Ukrainian Credit Union Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…team, drive operational excellence, and cultivate a strong sales and service culture focused on deepening Member relationships, identifying financial needs, providing meaningful solutions,…
Added 2 hours ago
Product Manager
DSV
Milton, ON
The Product Manager, Trade Lane Development APAC is responsible for driving sustainable growth on the assigned trade lane(s) in ocean freight. The TLM influences and aligns the trade lane…
Added 2 hours ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, 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 2 hours ago
CC
Account Representative 5 - Union
Coastal Community
Campbell River, BC
- Full-time
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, 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 2 hours ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you…
Added 2 hours ago
DC
Equipment Trading Manager – Transformers & Switchgear
Driftwood Communications
Victoria, BC
- Full-time
We’re hiring: Equipment Trading Manager – Transformers & Switchgear
Added 2 hours ago
R
Client Advisor
RBC
Carman, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 2 hours ago
C
Community General Manager II
CIBC
Georgetown, ON
- Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 3 hours ago
L
Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 3 hours ago
Estate Specialist
Scotiabank
ON · Mississauga, ON
Ability to deal effectively with Branch/customer complaints, referring to a Manager/Supervisor where necessary, to ensure resolution is obtained to the complete satisfaction of all parties…
Added 3 hours ago
EM
Management Trainee
Enterprise Mobility
Antigonish, NS
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 4 hours ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-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…

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

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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.

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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

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