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Added 1 min ago
IP
Supervisor
Indigo Park Canada
Halifax, NS
- Full-time
Assist Area Manager with field staff performance reviews
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K
Change Management Manager
Kelly
Toronto, ON
- Contract
Our client is seeking an experienced Change Management Lead to drive a large-scale enterprise Learning Management System (LMS) transformation across a global organization. This strategic…
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Senior HSE Coordinator - Services
Graham
Cold Lake, AB
- Full-time
Graham is actively recruiting for a Senior HSE Coordinator supporting the Services Division. Reporting to Senior Regional HSE Manager, the Senior HSE Coordinator plays a key role in…
Added 1 min ago
OM
Senior Manager, Growth
Omnicom Media
Toronto, ON
- Full-time
Omnicom Media Canada is looking for a Senior Manager, Growth to help bring our most important growth initiatives to life through exceptional project management, coordination and execution.
Added 1 min ago
BF
Technicien(enne) support matériel intégré (temporaire 6 mois)/ Embedded Material Support Technician (Temporary 6 months) (Gagetown)
Bell Flight
NB · Brunswick, NB
- Full-time
Emballer les pièces en respectant ou en dépassant les exigences du client et les meilleures pratiques de l'industrie;
Added 1 min ago
DG
Senior Manager, SR&ED Finance
Doane Grant Thornton LLP
Mississauga, ON
- Full-time
…trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our…
Added 1 min ago
PE
Project Manager – Software Implementation
Project Execution Group Inc
Calgary, AB
- Full-time
The Project Manager works closely with the Executive Sponsor, implementation leads, advisory leads, change management leads, technical specialists, and client stakeholders. While…
Added 1 min ago
PL
Business Development Manager
Premium Line Transport
Brampton, ON
- Full-time
Job Overview: We are seeking a results-driven Business Development Manager to join our team in the Greater Toronto market. This hybrid role combines consultative sales and account…
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CF
Nurse Team Lead - Concurrent Youth Unit
Centre for Addiction and Mental Health (CAMH)
Toronto, ON
- Full-time
Reporting to the Senior Manager of CYFS and working collaboratively with the Child Youth & Emerging Adult Program (CYEAP) practice leadership group, the full-time, temporary (until May 7,…
Added 1 min ago
Specialist, Business Development
Miller Thomson
Toronto, ON
…strategy into execution. Reporting to the Business Development Manager, Disputes Group, you'll work with the national Markets team on events, client outreach programs, thought leadership,…
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Inside Sales Representative- Mississauga, ON
CooperCompanies
Mississauga, ON
- Full-time
Call center, customer service, client services experience strongly preferred.
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Human Resources Business Partner - 1 Year MAT Leave Coverage
North American Rail Solutions
Edmonton, AB
Reporting to the Human Resources Manager, the primary purpose of this position is to provide HR advisory services to a targeted business group. This position ensures that the Company is…
Added 1 min ago
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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…
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T
Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
Review material new products, services, processes and dealer initiatives and provide practical regulatory guidance through committees and working groups.
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Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 min ago
T
Personal Banking Associate Trainee
TD
Owen Sound, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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T
Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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T
Customer Experience associate
TD
Terrace, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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Manager, Customer Experience
TD
Toronto, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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CF
Program Coordinator, Client Services and Intake
Centre for Sexuality
Calgary, AB
- Full-time
The Client Services and Intake Coordinator is the first point of contact for clients, visitors, and community partners at Centre for Sexuality (C4S). This role helps create a welcoming,…
Added 16 mins ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada only)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
You will collaborate with Product Managers, Program Managers, and Solution Architects. On client teams, you may partner closely with a product manager and lead developer to align member…
Added 16 mins ago
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Mortgage Specialist
BMO
Trois-Rivières, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 16 mins ago
J
Property Manager
JLL
Mississauga, ON · CAN-CLIENT Mississauga-Manulife Corporate Park
- Full-time
We are seeking a Property Manager for one of JLL’s key client portfolios in Mississauga and the GTA. The main building is located in Mississauga where the team works three days per week…
Added 16 mins ago
Regional Quality Assurance Manager
Bureau Veritas
Burnaby, BC
Job Title: Regional Quality Assurance Manager

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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