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Added 14 mins ago
R
Senior Financial Analyst
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
Roofmart’s National Support Centre in Brampton, ON is the hub that provides share service support to multiple branches and legal entities across Canada. As part of the National Support…
Added 14 mins ago
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
EssilorLuxottica Group
Guelph, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 14 mins ago
A
Customer Service Representative/ Inside Sales Representative, Level 1
AirReps
Calgary, AB
- Full-time
Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinate problem resolution…
Added 14 mins ago
TA
SERVICE COORDINATOR - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Ottawa, ON
- Part-time
Reporting to the Store Manager, the Part-Time Service Coordinator keeps everything behind the scenes running smoothly. From staying on top of inventory to making sure the store is always…
Added 14 mins ago
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Income Verifier
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- Full-time
Join Eden Park as an Income Verifier, reporting to a manager, and be part of our talented and growing team!
Added 14 mins ago
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Extendicare
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- Part-time
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Added 14 mins ago
Quality Management System Manager
GRIFOLS, S.A.
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The Quality System Management Manager is responsible for evaluating quality system processes, developing action plans, and coordinating the strategic implementation of quality system…
Added 14 mins ago
E
Coordinator, Project Delivery
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- Full-time
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Added 14 mins ago
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Service Consultant
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- Full-time
Energy Services’ Customer Care Centre is the main point of contact for EPCOR’s regulated and competitive customers. As a Service Consultant, you will be accountable for providing customers…
Added 14 mins ago
OR
Wireless Sales Associate - 3141 Burlington South
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Burlington, ON
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…opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to reach new heights. If you're interested in joining an…
Added 14 mins ago
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Public Relations Manager
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Mississauga, ON
- Other
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Added 14 mins ago
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Wireless Sales Associate - 3170 Burlington North
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Burlington, ON
- Other
…opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to reach new heights. If you're interested in joining an…
Added 14 mins ago
TN
Senior Medical Office Administrator / Office Manager
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Waterloo, ON
- Full-time
We are seeking an experienced, organized and patient-focused Senior Medical Office Manager/Administrator to take ownership of the clinic's daily administrative operations, ensuring a…
Added 14 mins ago
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Business Developer
QPS
Fredericton, NB
- Full-time
Collaborate with internal teams (Product, Technical Support, Development and Customer Success, and Sales) to support seamless onboarding of newly or already landed clients.
Added 14 mins ago
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Support 24/7- you’re not on your own (managers on call, physicians, allied health and support staff).
Added 14 mins ago
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…Through our family of brands, we design, build, deliver, and support vehicles that help connect people and communities around the world. Our teams work together across manufacturing,…
Added 14 mins ago
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Construction Manager
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AB · Edmonton, AB
- Full-time
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Production Supervisor
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- $35 to $40 CAD / hour
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Support achievement of daily, weekly and monthly production targets
Added 14 mins ago
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Mechanical Drafter
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Toronto, ON · North York, ON
- $45,000 to $60,000 CAD / year
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Added 14 mins ago
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Account Manager
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Toronto, ON
- $59,688 to $91,109 CAD / year
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Added 14 mins ago
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Telecommunications Operator 2
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Added 14 mins ago
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Finance Manager
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As a Financing Manager, you will play a key role in helping customers secure financing and protection products while ensuring a seamless and professional purchase process. Working closely…
Added 14 mins ago
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…solving operational challenges, and keeping production and customer commitments on…
Added 14 mins ago
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Engineering Manager - Calgary, AB
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- Full-time
Tidewater has an immediate opening for an Engineering Manager, reporting to the EVP, Midstream Operations. This is a full-time position based out of our Calgary head office. Its serves as…
Added 14 mins ago
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Monitor finish quality and ensure all products meet customer and company specifications.

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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