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Added 11 mins ago
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Business Banking Relationship Manager Trainee
BMO
Oshawa, ON
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 11 mins ago
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Mortgage Specialist
BMO
Timmins, ON
- Full-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 11 mins ago
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Customer Experience Transformation Project Manager
Agropur
Longueuil, QC · St-Hubert Campus
- Full-time
…interact with us. As Customer Experience Transformation Project Manager, you’ll lead strategic initiatives where technology, data, automation, and artificial intelligence come together to…
Added 11 mins ago
HI
Analyst, Employee Benefits
HUB International
Burnaby, BC
- Full-time
…administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients…
Added 26 mins ago
BT
Manager, Valuations & Corporate Finance (CBV, CPA)
Baker Tilly Canada
Toronto, ON
- Full-time
We are looking for a Manager, Valuations & Corporate Finance to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next.…
Added 26 mins ago
CG
Food Service and Housekeeping Manager, Selwyn House
Compass Group Canada
London, ON
- Full-time
The Food Service and Housekeeping Manager is responsible for managing the daily operations of a single unit; this includes ensuring tasks are completed, scheduling staff, controlling costs,…
Added 26 mins ago
TW
Associate Franchise Operations Manager (Quebec)
The Wendy's Company
Quebec, QC
- $85,000 to $145,000 CAD / year
- Full-time
…of the organization. Provides feedback to franchise training manager to conduct the classes needed. Partners with Franchisee to build their own centers of “Operational Excellence” that will…
Added 26 mins ago
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Finance Manager, Financial Accounting & Reporting
Turner & Townsend
Toronto, ON
- Full-time
We are seeking a highly skilled & experienced Manager - Finance & Reporting to join our team in Toronto, Canada office.
Added 42 mins ago
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Supervisor, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Responsible for accurate and timely client finance reports and budget control reports (BCRs).
Added 42 mins ago
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Senior Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Responsible for accurate and timely client finance reports and budget control reports (BCRs).
Added 42 mins ago
Guest Service Agent
Northland Properties
Dartmouth, NS
…for over 50 years. As Canada’s fastest-growing hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 42 mins ago
Enterprise Collections: Operational Lead - Dialer Administrator
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 42 mins ago
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Director, Strategic Business Development & Enterprise Sales
Objectway
Toronto, ON
- Full-time
In January 2024, Nest Wealth joined the Objectway Group, strengthening our Canadian presence and expanding our ability to deliver comprehensive wealth management solutions across the entire…
Added 42 mins ago
DW
Administrative Coordinator
Dying With Dignity Canada
Toronto, ON
- Full-time
…responsibilities focused on responding to stakeholder inquiries, finance, recruitment activities, event and meeting coordination, with departmental responsibilities in database…
Added 56 mins ago
ACCOUNT MANAGER (HYBRID)
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Manager, working with third-party payors, TPAs, and/or advisors in the
Added 56 mins ago
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Senior Actuarial Analyst
TD
Toronto, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…
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…
Added 56 mins ago
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Manager, Liquidity & Funding Management
BMO
Toronto, ON · FCP
- Full-time
…regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business…
Added 56 mins ago
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HR Consultant - Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…activities and initiative solutions to execute the HR and business/group strategies. Completes specific HR operational/strategic work to deliver business results and minimize…
Added 1 hour ago
FB
Income Verifier
Fairstone Bank
Vancouver, BC
- Full-time
Eden Park Inc. (“EdenPark”) is a dynamic automobile finance brand committed to enabling our dealer partners to sell more cars. Since 2012, EdenPark has serviced a wide network of automobile…
Added 1 hour ago
NG
Learning and Development Specialist
NFI Group Inc.
Winnipeg, MB
- Full-time
Millions of people rely on buses and motorcoaches every day, and NFI Group helps make those journeys possible. Through our family of brands, we design, build, deliver, and support vehicles…
Added 1 hour ago
IG
Project Manager - Finance
Infotree Global Solutions
Montreal, QC
- Contract
RISK Independent Review & Control (RISK IRC) is a special unit within the RISK organization and reports directly to the Group Chief Risk Officer.
Added 1 hour ago
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Director, Strategic Business Development & Enterprise Sales
Objectway
Toronto, ON
- $180,000 to $200,000 CAD / year
- Full-time
In January 2024, Nest Wealth joined the Objectway Group, strengthening our Canadian presence and expanding our ability to deliver comprehensive wealth management solutions across the entire…
Added 1 hour ago
STHS 26/27 - Reservations Specialist
Northland Properties
Revelstoke, BC
…for over 50 years. As Canada’s fastest-growing hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 1 hour ago
AG
Chef de projet et opérations clients
Adelphi Group
Montreal, QC
- Full-time
Des connaissances en administration et finance (suivi financier, réconciliation, etc.) ;

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.

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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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