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Added 1 min ago
GC
Engineer, Mechanical
Glencore Canada
Sparwood, BC
- $108,000 to $145,000 CAD / year
- Full-time
Participate in operational risk assessments, including Management of Change (MOC) and HAZOP
Added 1 min ago
VS
Senior PeopleSoft Analyst
vTech Solution Canada
Toronto, ON
- Contract
Knowledge of project management methodologies and practices to lead change initiatives related to enterprise level HCM system changes and optimizations, knowledge of change management,…
Added 1 min ago
C
Driveline Systems / Applications Engineer
Collabera
Windsor, ON
- $35 to $41 CAD / hour
- Contract
Lead interface between the Chief Engineering team and the Product Release Center, primarily responsible for managing system interactions and interfaces between components and subsystems of…
Added 1 min ago
W
(CAN) Customer Service Manager
Walmart
Brampton, ON
- Part-time
…skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive customer…
Added 1 min ago
Analyst, Data Analytics
WestJet Group
Calgary, AB
This position requires in-person collaboration up to five days a week. This arrangement is subject to change based on business requirements.
Added 1 min ago
Technical Documentation Manager
Tigercat | MacDonald Steel
Brant, ON
Establish and maintain documentation change management processes to ensure publications remain synchronized with engineering revisions, manufacturing changes, product improvements, and…
Added 1 min ago
Hardware Engineering - Team Lead, Mechanical Engineering - P4 - SY280 - N
OSI Maritime Systems
Burnaby, BC
The Mechanical Design Team Lead leads a team of mechanical engineers and CAD designers within the Hardware Engineering department, reporting to the Mechanical Design Manager. The team…
Added 1 min ago
Hardware Engineering - Team Lead, Mechanical Engineering - P4 SY279 - N
OSI Maritime Systems
Burnaby, BC
The Mechanical Design Team Lead leads a team of mechanical engineers and CAD designers within the Hardware Engineering department, reporting to the Mechanical Design Manager. The team…
Added 1 min ago
Enterprise Collections: Operational Lead - Dialer Administrator
Questrade Financial Group
Toronto, ON
Production Support & Incident Management: Provide dialer troubleshooting, participate in incident management (RCA), and lead UAT/regression testing for system changes
Added 1 min ago
SJ
Senior Analyst, Supply and Demand Planning
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
Lead collaboration calls with key sales accounts to review and adjust the forecast, based on customer input
Added 1 min ago
R&
HR Specialist III
Robertson & Company Ltd.
Toronto, ON
- Contract
Develop and execute enterprise change management and adoption strategies
Added 1 min ago
O
Principal Client Success Manager
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 1 min ago
B
(CONTRACT) Sr Professional - Engineering - Structures and Systems Installation Integrator
Bombardier
Dorval, QC
- Contract
Working knowledge of PLM, product definition, engineering change, and configuration management processes appropriate to the level.
Added 1 min ago
D
Change Management Manager
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $45 to $52 CAD / hour
- Contract
Develop and execute enterprise change management and adoption strategies
Added 1 min ago
CO
Business Transformation Consultant
City of Toronto
Toronto, ON
- Temporary
…analysis, process design, business analysis and requirement management and support delivery of business technology…
Added 1 min ago
AT
Program Manager – Aerospace Manufacturing
Avion Technologies, Inc.
Mississauga, ON
- Full-time
Familiarity with Controlled Goods, ITAR-related requirements, APQP, PPAP, First Article Inspection, configuration management, and engineering change control.
Added 1 min ago
O
Sr. Travel Project Manager
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 1 min ago
S
Technical Account Manager – Product Delivery & Client Success
SmartPixel
Montreal, QC
- Full-time
Reporting directly to the Lead TAM and working closely with the Production team, the successful candidate will serve as the primary point of contact for a portfolio of strategic clients.…
Added 16 mins ago
HÀ
Country Manager – Canada
HR à la carte
Mississauga, ON
- Full-time
Lead, coach, and develop the Canadian management team and workforce.
Added 16 mins ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Work with Change Management to assess and ensure that customer and employee experience / stakeholder impacts are appropriately identified and managed
Added 16 mins ago
SL
Manager, Business Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Support complex development and standards for code, review, testing, change management, and reuse.
Added 16 mins ago
SL
Student, Canadian Document Administrator (Winter, 2027)
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Responsible for communicating change that could lead to positive process enhancements
Added 16 mins ago
J&
IM Transcend-Program Manager, Signavio
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
We are seeking an experienced, hands-on Manager to lead the deployment, ongoing support, and adoption of our Signavio process management program. This role combines technical delivery,…
Added 16 mins ago
C
Sr Analyst, Automation & Analytics
CIBC
Toronto, ON
- Full-time
Stakeholder Management: Act as the solution lead and interface with the project teams by driving and moderating design review sessions to walk stakeholders through and ensure that the…
Added 16 mins ago
A
Tumour Portfolio Director, OBU Medical Affairs
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
…Based in Mississauga, Canada, you will report to the Project Management Team Leader for Global Medical Affairs and partner closely with the GU franchise lead to ensure the portfolio works…

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.

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

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