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Added 7 mins ago
VB
Finance Manager
Vaco by Highspring
Ottawa, ON
- Full-time
· Manage planning, process, and review of complex financial transactions and accounting issues
Added 7 mins ago
4E
Sr. Data Analyst
407 ETR
Woodbridge, ON
- Full-time
The Senior Data Analyst is responsible for leveraging data from multiple sources to deliver actionable insights, analysis, and reporting that support data-driven decision-making across the…
Added 7 mins ago
Manager, Client Success
Long View Systems
Toronto, ON
We are looking for a dynamic and results-focused Manager, Client Success for our Toronto branch who will oversee a key projects service delivery team to enable and ensure the success of…
Added 7 mins ago
IF
Manager, Legal Claims
Intact FC
Dartmouth, NS
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 7 mins ago
TR
Manager, Global Business Systems (Service Delivery)
The Redpath Group
Vaughan, ON
- Full-time
The role of the Manager, Global Business Systems, Service Delivery is to lead, guide, and manage a team of Global IT PMO Project Leads and IT Business Analysts. The Manager, Global Business…
Added 22 mins ago
NW
Economic Planning Specialist
Nuclear Waste Management Organization
Ignace, ON
- Full-time
We are currently seeking an experienced Economic Planning Specialist to be based at our Toronto headquarters (the Ignace /Dryden community office locations may be considered). Reporting to…
Added 22 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 22 mins ago
I
Directeur, Services juridiques - Indemnisation
Intact
Dartmouth, NS
- Full-time
We offer you more than just a career. As a Manager, Legal Claims, you’ll inspire - and be inspired by - Canada’s largest in-house P&C insurance litigation team. This leadership opportunity…
Added 22 mins ago
D
Manager Project Managment
Dematic
Mississauga, ON
- Full-time
Own financial performance across the assigned project portfolio, including forecasting, revenue recognition, cost-to-complete, invoicing, cash flow, and profitability analysis.
Added 22 mins ago
Senior Manager, Value Realization Office - Term position
Scotiabank
Toronto, ON
Scotiabank’s Global Wealth Management (GWM) Value Realization Office is looking for a Senior Manager to join its growing Finance team. This role sits at the intersection of finance,…
Added 37 mins ago
Manager, Planning & Operations
University of Toronto
Toronto, ON
As Manager, Planning and Operations, you will serve as strategic partner providing rotational leadership and operational support to designated departments across the Temerty Faculty of…
Added 37 mins ago
Manager Fleet Regional
Purolator
ON · Mississauga, ON
The Manager Fleet Central/Ontario provides strategic and operational leadership for regional fleet maintenance activities, partnering closely with Operations, maintenance teams, and vendors…
Added 37 mins ago
SENIOR FINANCIAL ANALYST
Bayshore
Mississauga, ON
Senior Financial Analyst reports directly to Manager, Financial Planning & Analysis
Added 52 mins ago
K
Change Management Manager
Kelly
Toronto, ON
- Contract
Lead stakeholder analysis, change impact assessments, and readiness evaluations
Added 52 mins ago
OM
Chef de projet et opérations clients
Omnicom Media
Montreal, QC
- Full-time
Added 52 mins ago
P
Planning Supervisor
PHD
Toronto, ON
- Full-time
We are looking for a hands-on, support-focused supervisor who enables the team by running day-to-day media planning, delivery and operational workflows. This role maintains direct people…
Added 52 mins ago
I
Manager, Communications Design
Initiative
Toronto, ON
- Full-time
The role of a Media Planning Manager is to supervise and manage our integrated media planning product and assume an active role on the business. The Media Planning Manager will assist with…
Added 52 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 52 mins ago
ZG
General Manager / Head of Vision Care Canada
ZEISS Group
Toronto, ON
- Full-time
…their geography while sustainably building the business, the financial performance, the brand and the organisation in a manner consistent and fully aligned with the global strategic…
Added 52 mins ago
UO
Finance Analyst, Capital Financial Reporting
University of British Columbia
Vancouver, BC · UBCV | Walter C. Koerner Library (KLIB)
- $7,727.33 to $11,112 CAD / month
- Full-time
An important component of this position is to support the financial reporting and audits of large- and small-scale capital projects with a current value of over $1 billion. The Financial…
Added 1 hour ago
TP
Supply Chain Finance & Revenue Manager
Turning Point Brands Canada
Laval, QC
- Full-time
This is a senior individual contributor role. The Manager title reflects the scope, autonomy and business impact of the position, including ownership of pricing, COGS and the internal audit…
Added 1 hour ago
B
Mortgage Specialist
BMO
Trois-Rivières, QC
- Full-time
Conducts independent analysis and assessment to resolve strategic issues.
Added 1 hour ago
MM
Business Development Manager
Merit Medical Systems, Inc.
Canada
- Full-time
Participates in a variety of sales training and planning meetings to learn about new products and marketing promotions, and to share information about sales goals.
Added 1 hour ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

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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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