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Added 1 min ago
PI
Project Technologist
Pinchin in Canada
Richmond, BC
- Full-time
Pinchin is seeking a Project Technologist to join our Environmental Due Diligence team in Burnaby. The role reports to the Operations Manager.
Added 1 min ago
Account Manager, Client Relations
CMHC - SCHL
Toronto, ON
Join the Insurance Business Development team, in the Account Manager, Client Relations – Multi-Unit position. In this role, you will promote and provide guidance on CMHC’s mortgage loan…
Added 1 min ago
MS
Senior Mission Design Authority
MDA Space
Sainte-Anne-de-Bellevue, QC
- Full-time
Plan, organize, direct, and control all technical activities to satisfy contractual requirements and meet financial commitments, while ensuring good employee and customer relations.
Added 1 min ago
E
Senior DevOps Specialist (Azure Cloud)
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
…investments, recognized by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers navigate the…
Added 17 mins ago
MD
Senior Manager of Policy and Regulation-State Prog Admin Supv Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
The Senior Manager of Policy and Regulation oversees two key divisions, ensuring the successful execution of operations and strategic initiatives within both areas. This leadership role is…
Added 17 mins ago
C&
Claims Manager, London Market TPA
Crawford & Company
Toronto, ON
- Full-time
Support strong financial performance. Maintain appropriate oversight of billing, expenses, time recording and accounts receivable while helping ensure additional client requirements and…
Added 17 mins ago
CO
Manager, Hospital to Home and Clinical Programs
Circle of Care, Sinai Health
Toronto, ON
- Full-time
The Manager supports the success of the transitional care program, while also ensuring continuity and excellence across broader clinical services. The Manager develops and retains a…
Added 17 mins ago
RH
Marketing Manager
Robert Half
Oshawa, ON
- $85,000 to $95,000 CAD / year
- Full-time
Monitor eCommerce and digital marketing KPIs, develop performance dashboards, analyze customer behaviour, and identify opportunities to improve conversions and business performance.
Added 17 mins ago
BR
Branch Manager
BJRC Recruiting
Toronto, ON
- Full-time
Our client is an established, privately held Canadian financial services company with a long-standing presence in the mortgage lending and investment sectors. They are seeking a hands-on…
Added 17 mins ago
C&
Claims Manager, London Market TPA
Crawford & Company
Mississauga, ON
- Full-time
Support strong financial performance. Maintain appropriate oversight of billing, expenses, time recording and accounts receivable while helping ensure additional client requirements and…
Added 17 mins ago
R
Administrator, Transaction Processing
RBC
Toronto, ON
- Full-time
…limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business…
Added 17 mins ago
L
EHS Specialist (Burnaby, BC – Hybrid)
LifeLabs
Burnaby, BC
- $68,126 to $86,861 CAD / year
Conduct health and safety audits and site inspections to review the H&S performance of the business and evaluate compliance with applicable H&S legislation and standards
Added 17 mins ago
Practice Manager- Hôpital Vétérinaire Embrun Veterinary Hospital
VetStrategy / Daubigny
Embrun, ON
Develop and manage the practice budget, monitoring financial performance and implementing cost-saving measures.
Added 17 mins ago
Manager, Hospital to Home and Clinical Programs
Circle of Care, Sinai Health
Toronto, ON
The Manager supports the success of the transitional care program, while also ensuring continuity and excellence across broader clinical services. The Manager develops and retains a…
Added 17 mins ago
T
personal banker
TD
Kingston, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 17 mins ago
T
Financial Planner - Westmount
TD
Montreal, QC
- Full-time
…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 of mentoring…
Added 17 mins ago
T
Financial Planner - Town of Mount Royal
TD
Montreal, QC
- Full-time
…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 of mentoring…
Added 17 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…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 of mentoring…
Added 31 mins ago
WU
Clinical Education Manager
Western University
London, ON
- Full-time
The Manager, Clinical Education is accountable for providing administrative leadership to the Clinical Education areas (years 3 and 4) of the UME program to ensure effective and efficient…
Added 31 mins ago
LS
General Manager
Lock Search Group
ON · Ontario, Canada
- Full-time
Reporting to executive leadership, the General Manager will provide oversight of the unit’s financial performance, operational effectiveness, and commercial direction. The role will focus…
Added 31 mins ago
M
Business Analyst III
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to the Manager, Business Analysis and Governance.
Added 31 mins ago
SL
Advanced Case Manager - Insurance Sales - Mandarin
Sun Life
BC · Toronto, ON · Waterloo, ON · ON · Ontario Telecommuters
- Full-time
The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun…
Added 31 mins ago
EP
Controller
Export Packers
Brampton, ON
- Full-time
Act as business lead and key advisor on accounting implications of business decisions such as integration of acquired subsidiaries, divestitures, financial system…
Added 31 mins ago
B
Manager business enablement
BMO
Montreal, QC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 31 mins ago
CB
Procurement Manager
Cerelia Bakery Canada LP
Mississauga, ON
- $115,000 to $125,000 CAD / year
- Full-time
The Procurement Manager is responsible for managing procurement and purchasing activities across raw materials, ingredients, packaging, energy, and services to meet business requirements…

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

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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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