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Added 4 mins ago
PH
Patient Experience Manager
PhysioPlus Health Group
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
This role is designed with a growth path in mind: as you learn the ropes, you’ll get mentorship from our Operations Manager and exposure to both the clinical and business sides of running a…
Added 4 mins ago
WC
(CAN) General Merchandise Assistant Manager
Walmart Canada
Magog, QC
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 4 mins ago
AA
Service Manager
Alberta AG Centre
Dunmore, AB
- Full-time
Strong Culture of Growth & Support - We invest in training, mentorship, and professional development so you can advance your skills and your career.
Added 4 mins ago
D
Manager, Sales Development Representative, Akai | Global
Deel
Canada
- Full-time
The Manager, Sales Development Representative, Akai Global is responsible for leading a high-performing team of SDRs focused on generating qualified pipeline and supporting revenue growth…
Added 4 mins ago
OM
Chef de projet et opérations clients
Omnicom Media
Montreal, QC
- Full-time
Added 4 mins ago
B&
SOR Quality Manager
Black & McDonald Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Long-term stability and opportunity for growth
Added 4 mins ago
LM
Field Technician
Leavitt Machinery
Winnipeg, MB
- Full-time
…With an entrepreneurial spirit, mission-driven approach, and customer-focused mindset, Leavitt has achieved consistent growth over the past 25 years. With a focus on learning and continuous…
Added 4 mins ago
AP
Maintenance Manager
Atlantic Packaging Products Ltd.
Hamilton, ON
- Full-time
…Quebec and United States), we’re committed to sustainability, customer excellence and community impact. Since 1945, we’ve supported local jobs and built a legacy of trust with our clients…
Added 4 mins ago
SG
Service Manager - Sous Chef (Bosk)
Shangri-La Group
Toronto, ON
- Full-time
As a Service Manager – Sous Chef, In conjunction with the Executive Chef and F&B management team, provide leadership and direction to the culinary team to ensure the highest standards of…
Added 4 mins ago
PL
Business Development Manager
Premium Line Transport
Brampton, ON
- Full-time
Job Overview: We are seeking a results-driven Business Development Manager to join our team in the Greater Toronto market. This hybrid role combines consultative sales and account…
Added 4 mins ago
FH
Front Office Manager
Fairmont Hotels & Resorts
Toronto, ON
- Full-time
Seeking a dynamically motivated, multi-tasked individual for the position of Front Office Manager. Candidates should be goal oriented to be a future Front Office Director at a large hotel.…
Added 4 mins ago
CC
Production Planner / Buyer-Techniseal, Candiac QC
CRH Canada
Candiac, QC
- Full-time
…organize the production of goods or machine parts to align customer orders as closely as possible with manufacturing output. In addition, the individual will contribute to the development…
Added 5 mins ago
CTTO - Project Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Montreal, QC
…currently have a permanent fulltime opportunity for a Project Manager. This is a hybrid opportunity that can be based out of our offices in Mississauga, ON or Montreal,…
Added 5 mins ago
Payroll & Benefits Coordinator
Calgary Drop-In Centre (the DI)
Calgary, AB
Strong customer service skills with the ability to respond professionally and effectively to routine employee and leader inquiries.
Added 5 mins ago
R
Portfolio Management Assistant
RBC
AB
- Full-time
…responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy Statements for clients and record/arrange/prepare for client wealth…
Added 5 mins ago
ZG
General Manager / Head of Vision Care Canada
ZEISS Group
Toronto, ON
- Full-time
The GM’s key metrics are topline growth, P&L (revenue, MC and FCF), market penetration, brand fundamentals and GPTW scores.
Added 5 mins ago
PV
Keyholder
Pet Valu
Vancouver, BC
- Part-time
…pets. They share accountability to drive profit to fuel our growth and future as the Devoted Pet Lover’s life-cycle partner. The Keyholder assists with all operations in the store and helps…
Added 5 mins ago
TC
Culinary Management | Kitchen Manager | Assistant Kitchen Manager
The Canadian Brewhouse
Winnipeg, MB
- Full-time
…and positions you for seamless advancement when the path to growth presents itself. Because we continue to expand, we are actively recruiting talent for current openings as well as building…
Added 5 mins ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 5 mins ago
T
Personal Banking Associate Trainee
TD
Owen Sound, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 5 mins ago
T
Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, QC
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 5 mins ago
T
Customer Experience associate
TD
Terrace, BC
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 5 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 5 mins ago
T
Manager, Customer Experience
TD
Toronto, ON
- Part-time
…providing dynamic leadership to ensure seamless and impactful customer experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise…
Added 19 mins ago
FG
Flying Tiger Copenhagen - Sales Associate - Vaughan Mills
Fox Group Canada Inc.
ON
- Part-time
…leading group in the retail industry in Canada. With numerous growth opportunities and expansions on the horizon, now is the perfect time to join our team and turn your retail job into your…

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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