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Added 12 mins ago
D
Branch Manager
Dexter
Regina, SK
- Full-time
The Branch Manager position at Dexter plays a crucial role in offering customers the best value through the delivery of trailer parts. The Branch Manager oversees branch distribution…
Added 12 mins ago
CO
MANAGER FINANCE & BUSINESS SERVICES #67691
City of Toronto
Toronto, ON
- Full-time
The Manager, Finance & Business Services leads the CX Division's financial, human resources, business and administrative services in a high-profile customer service environment, ensuring…
Added 12 mins ago
DD
The Shoe Co. - Supervisor Part-time
DSW Designer Shoe Warehouse
Hamilton, ON
- Part-time
As a (Part-time) Supervisor, you will report to the Store Manager and assist in leading the store environment, which fosters inclusivity and diverse customer connections. In this role, you…
Added 12 mins ago
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Account Manager
GoToInsure
Grand Falls, NB
- Full-time
Role Description This is a full-time Account Manager role based in Grand Falls, NB, with a hybrid work arrangement that allows some work from home. The Account Manager will manage a…
Added 12 mins ago
IC
Associate Delegate Relations Manager
Informa Connect - Global Finance
Toronto, ON
- Full-time
…impact? Join Informa Connect as an Associate Delegate Relations Manager (ADRM) and play a key part in delivering world-class events, conferences, and training solutions across a range of…
Added 12 mins ago
VP
Client Experience Manager
Vitality Physiotherapy and Wellness Centre
Canada
- Part-time
…is made up of caring healthcare practitioners, coaches, and service providers who prioritize health outcomes, education, and an exceptional customer experience guided by the “three Cs of…
Added 12 mins ago
SC
Overnight Reno Associate - Staples Masonville
Staples Canada
London, ON
- $18.05 to $18.9 USD / hour
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
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OA
Financial Services Manager - Toyota Town
OpenRoad Auto Group
London, ON
- Full-time
The Financial Services Manager is responsible for business office targets and objectives. They are to ensure the Finance & Insurance department meets targets, maintains high customer…
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OA
Parts Advisor - OpenRoad Honda
OpenRoad Auto Group
Brampton, ON
- Full-time
Provide excellent customer service, and interact with guests and wholesale customers.
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SENIOR ACCOUNT MANAGER
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Delivering upon our service level agreements by working with other business areas to make sure client commitments are met.
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Senior Designer, Design Systems
BMO
Toronto, ON · BMOPLACE
- Full-time
Uses wireframes, flows, sketches, and customer journeys to communicate designs in order to promote cross-disciplinary team development and communication.
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Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Maintain and enhance reporting templates for CLO and ABS portfolios, including exposure breakdowns by rating, vintage, manager, sector, collateral type, geography, spread, yield, and…
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Store Human Resources Manager- Duncan Store
The Home Depot
Canada
- Full-time
Strong organization skills, ability to prioritize and customer service driven
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Trades Client Services Assistant - ACTION Project
Okanagan College
Kelowna, BC
Under the general supervision of the Manager, Trades Programs, and in collaboration with the Trades Program Coordinator, Action Project (“Project Coordinator), the Trades Client Services…
Added 12 mins ago
IL
Sommelier
Island Lake Lodge
Fernie, BC
- Full-time
Work closely with the Executive Chef and FOH Manager to ensure alignment between the wine, food, and service programs.
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DT
Assistant Manager II
Dollar Tree Stores
New Westminster, BC
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
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M
Front Desk Agent
Marriott
Montreal, QC
- Full-time
…procedures; report accidents, injuries, and unsafe work conditions to manager. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional;…
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BT
Driver (3 months contract)
Bumper To Bumper Auto Parts
Toronto, ON
- Full-time
Accurately record all deliveries and pickups, ensure proper paperwork accompanies all customer cores, returns, and warranties while complying with customer service delivery strategies
Added 12 mins ago
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Driver (3 months contract)
FinishMaster, Inc.
Toronto, ON
- Full-time
Accurately record all deliveries and pickups, ensure proper paperwork accompanies all customer cores, returns, and warranties while complying with customer service delivery strategies
Added 12 mins ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Customer Experience Associate - Gander
TD
Gander, NL
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Senior Wealth Operations Officer
TD
Toronto, ON
- Full-time
…ensuring accurate and timely resolution within established Service Level Agreements…
Added 12 mins ago
TI
Mapping Technician
Teranet Inc.
Toronto, ON
- Full-time
Teranet is currently looking for a Mapping Technician. Reporting to the Senior Manager, Cadastre Maintenance in Registries and Property Solutions, the Mapping Technician will provide map…
Added 12 mins ago
MS
Merchandise Manager
Michaels Stores
Calgary, AB
- Full-time
Store - CAL-DEERFOOT TRAIL, ABThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards.…

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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