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Added 14 mins ago
CO
Temporary Solutions Integration Specialist (up to 8 months)
City of Saint John
Saint John, NB
- Temporary
Under the direction of the IT Manager, the position is responsible for administration, implementation, and maintenance of the City’s website, web-based applications, software, data…
Added 14 mins ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 14 mins ago
TC
Fixed Assets Manager
Transdev Canada
Brampton, ON
- $120,000 to $145,000 CAD / year
- Contract
Transdev Canada is hiring a Fixed Assets Manager for our Brampton, Ontario location
Added 14 mins ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
The Manager Policy and Risk Management is responsible for research and analysis, policy and procedures, and risk management.
Added 14 mins ago
Talent Acquisition Specialist (1 Year Contract)
ATS Automation
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…requisition (req) approvals, intake sessions with the hiring manager, job posting and sourcing, and…
Added 14 mins ago
0
Sales Representative
0a0c69d3-39ec-4571-9878-7a31b6cd2de7
Vancouver, BC
- Full-time
…immunological reagents and components for rapid test research and development applications in various countries such as the U.S., Canada, Europe, and China. In order to meet the new product…
Added 14 mins ago
LD
Response Centre Specialist II - Full Time
London Drugs Limited
Richmond, BC
- $17.86 to $23.33 CAD / hour
- Full-time
- Other
Review all reports and case files to ensure target level of quality and investigative standards are met. Report finding to LP manager on a regular basis.
Added 14 mins ago
NF
District Sales Manager - Calgary
Neo Financial
Calgary, AB
- Full-time
As a District Sales Manager at Neo Financial, you will be a pivotal leader responsible for the profitability and success of a designated district, encompassing up to six mall locations. You…
Added 14 mins ago
RB
Transaction Processing Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Support manager in updating Desk Operating Procedures
Added 14 mins ago
LD
Assistant Department Manager Photo Lab
London Drugs Limited
Regina, SK
- Other
The Assistant Photo Lab Manager is responsible for assisting the Department Manager in directing staff to maintain merchandising, customer service, and operational standards within the lab…
Added 14 mins ago
Gainsight Administrator
Braze
Toronto, ON
Partner cross-functionally: Work with the CX Business Systems Analyst / Technical Project Manager team and CX Operations, who gather and shape requirements, and provide the…
Added 14 mins ago
AL
National Manager, Contracts & Pricing - Electrophysiology - Mississauga, ON
Abbott Laboratories
Mississauga, ON
- $120,000 to $168,000 CAD / year
- Full-time
The Contracts & Pricing National Manager is responsible for leading the development, implementation, and management of commercial contracts and pricing strategies across the organization.…
Added 29 mins ago
FL
Licensed Insolvency Trustee
Fuller Landau LLP
Toronto, ON
- Full-time
Job title: Manager/Senior Manager, Consumer Insolvency (Licensed Insolvency Trustee)
Added 29 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…growth outcomes for the City of Saint John. Housed within the Development and Community Services area of the City of Saint John and under the direct supervision of the Growth Manager, the…
Added 29 mins ago
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Clinical Research Coordinator - Nurse
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Montreal, QC
- Contract
Under the supervision of the Manager, Pediatric and Adult Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the…
Added 29 mins ago
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Profit Centre Manager
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Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Participate in industry-leading training and development programs.
Added 29 mins ago
TH
Assistant Restaurant Manager
Tim Hortons
AB · Edmonton, AB
- Full-time
We’re Hiring: Assistant Restaurant Manager - Tim Hortons | Edmonton, AB (South East)
Added 29 mins ago
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Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
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- Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 29 mins ago
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
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- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 29 mins ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 29 mins ago
TS
TDS Operations Analyst II
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Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 29 mins ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…the team by completing additional tasks as directed by the…
Added 29 mins ago
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Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Added 29 mins ago
T
Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

Apply About employer

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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