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Added 6 mins ago
C
Associate Site Director (Onsite)
CNX
Chatham-Kent, ON · CAN Chatham
- Full-time
…world's best brands, today and for the future. Leveraging unique data insights, profound industry expertise, and cutting-edge technology solutions, we serve as a strategic transformation…
Added 6 mins ago
CI
Sr. Director Global Commercial - Defense
CoorsTek, Inc.
Ottawa, ON · DEW Engineering Ottawa
- Full-time
We're committed to bringing safety, quality, and customer focus to the business of advanced ceramics manufacturing.
Added 6 mins ago
C
Senior Manager, Incident Management
CIBC
Toronto, ON
- Full-time
…remediation, while partnering closely with teams across Product, Business Control, Compliance, Legal, Technology, and Data Analytics. You’ll assess complex issues, analyze large data sets…
Added 6 mins ago
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Mortgage Specialist
BMO
Trois-Rivières, QC
- Full-time
Analyzes data and information to provide insights and recommendations.
Added 21 mins ago
BI
Business Development Specialist, BMO Insurance
BMO Insurance
Toronto, ON
- Full-time
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Added 21 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Present clear financial results and business insights to senior leadership
Added 21 mins ago
HT
Applications Engineer
Husky Technologies
Bolton, ON
- Full-time
Apply a data-driven, first-principles approach, leveraging scientific modeling, experimentation, and advanced analytics to understand, predict, and optimize complex physical phenomena.
Added 21 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Translate financial information into actionable business insights that improve profitability, working capital, cash flow, and operational performance.
Added 21 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 21 mins ago
RV
Consultant
Royal Victoria Regional Health Centre
Barrie, ON
- Full-time
Analyze financial, statistical and operational results for assigned programs, including budgets, forecasts, business cases and performance trends.
Added 21 mins ago
P&
Architecte principal national / Country Lead Architect
Pratt & Whitney
Longueuil, QC
- Full-time
Added 21 mins ago
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Specialist, Business Development
Miller Thomson LLP
Toronto, ON
- Full-time
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 21 mins ago
D
2027 Winter Co-Ops - Data Analytics - Demonware (Vancouver)
Demonware
Vancouver, BC
- Internship
We’re looking for a Data Analyst to partner closely with our Product team to drive data-informed decision-making. You’ll play a critical role in uncovering insights, measuring product…
Added 21 mins ago
MS
Director Planning & Performance
Metro Supply Chain
Mississauga, ON
- Full-time
Support negotiations and executive approval processes with data-driven recommendations and financial insights.
Added 21 mins ago
Specialized Account Executive- Simulation- Hybrid
Siemens
Toronto, ON · Montreal, QC
Support Quarterly Business Reviews (QBRs) and sales meetings with data-driven insights.
Added 21 mins ago
AVP, Claims (Operational Excellence)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC
With enablement support, develop and leverage data, analytics, and business insights to support Claims Operations and inform decision-making, identify emerging trends, and drive measurable…
Added 21 mins ago
MANAGER FINANCE & BUSINESS SERVICES
City of Toronto
Toronto, ON
…cross-corporate collaboration, innovation, and accountability through data-driven insights, experience design, and customer-first…
Added 36 mins ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
Drive measurable improvements in safety performance, leveraging data, trends, leading and lagging indicators, risk assessments, and organizational insights to identify priorities and…
Added 36 mins ago
RB
Business Analyst, RBC Amplify 2027, Vancouver
Royal Bank of Canada
Vancouver, BC
- Full-time
You will tackle real RBC business challenges as a member of a cross-functional team of specialists (think: business, data, and programming) by developing a product or solution that you…
Added 36 mins ago
RB
Business Analyst, RBC Amplify 2027, Toronto
Royal Bank of Canada
Toronto, ON
- Full-time
You will tackle real RBC business challenges as a member of a cross-functional team of specialists (think: business, data, and programming) by developing a product or solution that you…
Added 36 mins ago
RB
Business Analyst, RBC Amplify 2027, Calgary
Royal Bank of Canada
Calgary, AB
- Full-time
You will tackle real RBC business challenges as a member of a cross-functional team of specialists (think: business, data, and programming) by developing a product or solution that you…
Added 36 mins ago
RB
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal
Royal Bank of Canada
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 51 mins ago
IF
Data Engineer
Innovation Federal Credit Union
Canada
- Full-time
Working closely with other data engineers, analysts, and business partners, the Data Engineer helps ensure data is accurate, accessible, secure, and fit for purpose - supporting…
Added 51 mins ago
SM
EPR Business Intelligence Developer Analytics & Reporting
St. Michael's Hospital
Toronto, ON
- Temporary
In addition, the EPR Business Intelligence Developer is also responsible for creating Business Intelligence data sources in a database environment for use by the Decision Support team and…
Added 51 mins ago
T®
Operations Analyst
TekWissen ®
Montreal, QC
- $35 to $35.3 CAD / hour
- Contract
Serve as main contact point for the network and help resolve all issues related to the USD/CAD clearing business.

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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