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Added 4 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 4 mins ago
BA
Practice Manager
Bierman Autism Centers
Ramsey, ON
- Full-time
Team Leadership & Development: Build, coach, and lead a high-performing team through consistent feedback and development opportunities. Create a work environment that fosters growth,…
Added 4 mins ago
BA
Behavior Technician
Bierman Autism Centers
Ramsey, ON
- Full-time
Growth Galore: Propel your personal and professional development with on-site training, student supervision, tuition reimbursement, and student loan assistance.
Added 4 mins ago
BA
Board Certified Behavior Analyst (BCBA)
Bierman Autism Centers
Ramsey, ON
- Full-time
Direct, lead & supervise behavior technicians as part of managing programs, including oversight of assigned RBT supervision hours
Added 4 mins ago
P
Project Leader
PTAG
Douglas, ON
- Contract
Lead the development of Scopes of Work and procurement packages to obtain proposals from the contractor market.
Added 4 mins ago
TT
Executive Director, Transit Enforcement and Fare Collection (13950)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Lead organizational transformation and workforce development initiatives that enhance operational effectiveness and organizational resilience.
Added 4 mins ago
K
Senior Project Manager - NET
Kinectrics
Toronto, ON
- Contract
Lead multi-million-dollar projects and programs throughout the complete project lifecycle, from opportunity development, proposal preparation, contract award, engineering, procurement,…
Added 4 mins ago
LC
Natural Foods Department Manager
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Toronto, ON
- Full-time
Lead, coach and motivate colleagues to improve productivity, engagement and retention
Added 4 mins ago
LC
Sr. Specialist, Quality Assurance, Strategic Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
Reporting to the Senior Manager, QA – Strategic Initiatives, you will independently lead assigned QA workstreams within a portfolio of cross-functional initiatives. You will translate…
Added 4 mins ago
LC
Sr. Manager, Quality Assurance – Strategic Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
Lead enterprise initiatives and complex change
Added 4 mins ago
LC
Sr. Specialist, Quality Assurance, Strategic Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
Reporting to the Senior Manager, QA – Strategic Initiatives, you will independently lead assigned QA workstreams within a portfolio of cross-functional initiatives. You will translate…
Added 4 mins ago
LC
Sr. Specialist, Quality Assurance, Strategic Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
Reporting to the Senior Manager, QA – Strategic Initiatives, you will independently lead assigned QA workstreams within a portfolio of cross-functional initiatives. You will translate…
Added 4 mins ago
LC
Produce Department Manager
Loblaw Companies Limited
Calgary, AB
- Full-time
Lead, coach and motivate colleagues to improve productivity, engagement and retention
Added 4 mins ago
L&
Retail Operations Co-op
Lindt & Sprüngli (Canada), Inc
Toronto, ON · LCA - CAN - Corporate - Head Office - Toronto - ON
- Full-time
Lead and coordinate cross functional projects, partnering with teams across the organization to drive initiatives such as launching new tools, developing procedures, supporting process…
Added 4 mins ago
Executive Housekeeper
Wickaninnish Inn
Tofino, BC
Do you like to inspire and motivate? Are you looking for an opportunity for personal and professional development in an environment that supports you to be the best version of yourself?
Added 4 mins ago
Engineering Aerostructures Intern
Westerkirk
Mississauga, ON
Established in 1928, De Havilland Canada has a rich history marked by the development of some of the most iconic and versatile aircraft ever built. These aircraft have served a variety of…
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Engineering Aerostructures Intern
Westerkirk
Mississauga, ON
Established in 1928, De Havilland Canada has a rich history marked by the development of some of the most iconic and versatile aircraft ever built. These aircraft have served a variety of…
Added 4 mins ago
Web Content & Digital Experience Specialist
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While website infrastructure, development, and technical governance are managed by the Information Technology department, this role serves as the organization's lead for web content…
Added 4 mins ago
Senior Application Engineer
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Cambridge, ON
Prepare draft budget and quotation proposals for review with the Applications Engineering Lead, the Sales Manager and Key Account Managers
Added 4 mins ago
M
Sr. AI/ML Engineer, RAIB
McKesson
Mississauga, ON
- Full-time
…AI solutions. We are seeking a Sr. AI/ML Engineer, RAIB to lead the development, evaluation, governance, and operationalization of machine learning and Generative AI solutions. This role…
Added 4 mins ago
C
Community General Manager II
CIBC
Georgetown, ON
- Full-time
People Leadership – Lead and coach a high performing sales team of Leaders, Advisors, and Representatives to deepen client relationships and grow business to CIBC. Provide meaningful…
Added 4 mins ago
C
Sr. Database Automation Engineer
CIBC
Toronto, ON
- Full-time
…database, and infrastructure services. In this role, you’ll lead technical troubleshooting during production incidents, identify opportunities for continuous improvement, and help mature…
Added 4 mins ago
BQ
QNX- Senior Systems Software Developer (Sensor Frameworks)
BlackBerry QNX
Ottawa, ON
- Full-time
Lead complex integrations for new sensors including cameras, LiDAR, radar and GPS/IMU
Added 4 mins ago
B
QNX- Senior Systems Software Developer (Sensor Frameworks)
BlackBerry
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- Full-time
Lead complex integrations for new sensors including cameras, LiDAR, radar and GPS/IMU
Added 19 mins ago
TC
Fixed Assets Manager
Transdev Canada
Brampton, ON
- $120,000 to $145,000 CAD / year
- Contract
Assist with development and implementation of policies and procedures necessary to support all Fixed Assets to ensure system efficiencies, including both preventive and corrective…

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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