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Added 11 mins ago
RP
Spécialiste en acquisition de de talents – bilingue/Talent Acquisition Specialist -Bilingual
RESA Power
Canada
- Full-time
Added 11 mins ago
Clarity Operations Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Clarity Operations Manager leads the team responsible for supporting and enhancing Canada Life's project and portfolio management tools, primarily Clarity PPM. Managing a business…
Added 11 mins ago
HI
Analyst, Employee Benefits
HUB International
Burnaby, BC
- Full-time
We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines,…
Added 11 mins ago
Product Analyst
Barracuda Networks Inc.
Ottawa, ON
…empowered to make an impact, grow their careers, explore new opportunities, and continue learning. From career development and internal mobility to wellbeing, financial wellness, and family…
Added 26 mins ago
EM
Customer Service Representative - Kelowna Airport
Enterprise Mobility
Kelowna, BC
- $19.65 CAD / hour
- Full-time
…expanding and growing. At National and Alamo, exciting careers and opportunities are made possible, because how far you go is really up to you. It's a fast-paced, people oriented business…
Added 26 mins ago
BT
Manager, Valuations & Corporate Finance (CBV, CPA)
Baker Tilly Canada
Toronto, ON
- Full-time
Identify and participate in business development opportunities
Added 26 mins ago
DO
Senior Legal Counsel
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
Explore our career opportunities and graduate program to discover how you can make a meaningful impact. For current vacancies, visit us on LinkedIn or head to the DEED corporate website.
Added 26 mins ago
RP
Spécialiste en acquisition de de talents – bilingue/Talent Acquisition Specialist -Bilingual
RESA Power Canada
Quebec, QC
- Full-time
Added 26 mins ago
FI
Plant Manager
Formations Inc
Edmonton, AB
- Full-time
…importance of efficient production, clear communication, employee development, and continuous improvement. You’ll take ownership of plant performance while learning our products and…
Added 26 mins ago
PT
Director, Product Management (Hardware)
PAR Technology
Remote, Canada
- Full-time
- Remote
…product-market fit, and deliver profitable growth across the hardware business. The ideal candidate combines strong product leadership, deep experience with connected hardware solutions,…
Added 26 mins ago
RB
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 26 mins ago
BC
Project Manager, Tailings Storage Facilities and Geotechnical Engineering
BBA Consultants
Vancouver, BC
- Full-time
BBA is seeking a project manager with 10 to 15 years of experience in geotechnical engineering and tailings storage facility management. You’ll be responsible for planning, coordinating and…
Added 41 mins ago
A
Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Toronto, ON
- Full-time
We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD).
Added 42 mins ago
Analyst, Data Analytics
WestJet Group
Calgary, AB
Reporting to the Manager of Revenue Analytics, you will help build a grassroots analytics function to propel WestJet to a new level of competitiveness. You will actively participate in the…
Added 42 mins ago
Enterprise Collections: Operational Lead - Dialer Administrator
Questrade Financial Group
Toronto, ON
…and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best…
Added 42 mins ago
AE
People & Culture Generalist
Arc'teryx Equipment
New Westminster, BC
- Full-time
Reports to: Director, People & Culture Business Partnerships / Sr. Manager, PCBP
Added 42 mins ago
O
Sr. Travel Project Manager
OpenText
Waterloo, ON
- Full-time
…and services they need to succeed. The Sr. Travel Projects Manager is responsible for aspects of the performance and execution of OpenText’s global travel program. The role includes a…
Added 56 mins ago
ACCOUNT MANAGER (HYBRID)
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
proactive to ensure we support their immediate and future business needs.
Added 56 mins ago
A
People & Culture Generalist
ARC'TERYX
New Westminster, BC
- Full-time
Reports to: Director, People & Culture Business Partnerships / Sr. Manager, PCBP
Added 56 mins ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, 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 56 mins ago
T
Market Risk Specialist, xVA (5113)
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 56 mins ago
T
Senior Actuarial Analyst
TD
Toronto, 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 56 mins ago
T
Finance Operations Analyst I
TD
Dieppe, NB
- 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 56 mins ago
T
Personal Banking Associate Trainee
TD
Oshawa, 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 56 mins ago
SL
Manager, Business Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Manager, Business Automation is a working-level people leader within Sun Life Global Investments on the Strategic Analytics and Innovation team. The role is accountable for automation…

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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