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Added 29 mins ago
AC
Senior Manager Global Internal Audit and Internal Controls
Alimentation Couche-Tard
Laval, QC
- Internship
…countries, serving almost 9 million customers every day. In total, approximately 149,000 people work in our stores and offices. We make journeys easier by offering fast and friendly…
Added 29 mins ago
A
Business Analytics Specialist, Temporary
Aviso
Toronto, ON
- Temporary
At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 29 mins ago
AI
Intermediate Data Support Analyst
AGF Investments
Toronto, ON
- Full-time
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary,…
Added 29 mins ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
Added 29 mins ago
TS
Commercial Card Associate Product Manager
TD Securities
Toronto, ON
- Full-time
The Commercial Card Associate Product Manager supports the development, delivery, and ongoing management of Commercial Card products and capabilities. Working under the direction of more…
Added 29 mins ago
S
Market Vice President, Commercial Banking - Edmonton
Scotiabank
AB · Edmonton, AB
- Full-time
A competitive Total Rewards package including performance-based bonuses, flexible benefits, and market-leading compensation.
Added 29 mins ago
SH
Program Implementation Manager
SE Health
Markham, ON
- Full-time
Competitive Total Rewards So much more than a paycheque! Enjoy comprehensive benefits, pension, flexible pay options, car-loan support, housing solutions and exclusive staff perks.
Added 29 mins ago
S
CTTO - Project Manager
Sobeys
Mississauga, ON
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 29 mins ago
SH
Senior Manager, Analytics & Insights
SE Health
Markham, ON
- Full-time
The Senior Manager, Analytics & Insights leads SE Health’s analytics delivery team and owns the partnership between that team and the business. This hands-on leadership role exists to…
Added 29 mins ago
R
Senior Analyst, Software Compliance and Contract Management (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Reporting to the Senior Manager of Software Compliance and Contract Management along with other Senior Analysts and working closely with Architects, Contract Owners and other Stakeholders,…
Added 29 mins ago
L
LensCrafters - Licensed Assistant Manager - #942 Kitchener
LensCrafters
Kitchener, ON
- Full-time
Total Rewards: Benefits/Incentive Information
Added 29 mins ago
S
In Store Bakery - Certified Baker TF
Sobeys
Langford, BC
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 29 mins ago
S
2 Grocery - Supervisor Full-Time Graveyards @ Our Broadmead Location
Sobeys
Victoria, BC
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 29 mins ago
In Store Bakery - Certified Baker TF
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 29 mins ago
AM
Field Survey Assistant
Aplin Martin
Surrey, BC
- Full-time
The Field Survey Assistant works primarily in the field under the direction of a Project Manager and a Field Survey Technician (Party Chief). The Field Survey Assistant will assist the…
Added 44 mins ago
A
Product Guide - Seasonal
ARC'TERYX
Montreal, QC
- Part-time
- Temporary
Under the direction of the Store Leads, Store Manager and Assistant Manager, you perform/complete other additional projects, duties, and assignments as required and/or by request
Added 44 mins ago
B
Communications Coordinator
BMO
Toronto, ON · FCP
- Full-time
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…
Added 44 mins ago
B
Business Analyst, Security Education
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 44 mins ago
B
Head, CBB Lending & Segment Operations
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 59 mins ago
BC
Project Manager, Industrial Mechanics
BBA Consultants
Saguenay, QC
- Full-time
Your role as project manager will be to coordinate with the various project stakeholders to support the delivery of multidisciplinary engineering for a range of industrial applications.…
Added 59 mins ago
AE
Product Guide - Seasonal
Arc'teryx Equipment
Montreal, QC
- Full-time
Under the direction of the Store Leads, Store Manager and Assistant Manager, you perform/complete other additional projects, duties, and assignments as required and/or by request
Added 59 mins ago
BC
Senior Automation Engineer (Project Manager)
BBA Consultants
Saguenay, QC
- Full-time
Added 59 mins ago
TH
Assistant Store Manager - Full-Time
Tommy Hilfiger
London, ON
- Full-time
…skills. PVH is committed to providing a market-competitive total rewards package to eligible associates, which includes diverse and robust health and insurance benefits to meet the varied…
Added 59 mins ago
CK
Floor Supervisor - Full-Time
Calvin Klein
Ottawa, ON
- Full-time
…skills. PVH is committed to providing a market-competitive total rewards package to eligible associates, which includes diverse and robust health and insurance benefits to meet the varied…
Added 59 mins ago
G
Web Developer
GAIN
Vancouver, BC
- $65,000 to $75,000 CAD / year
- Full-time
…internal equity, and comes with a competitive and comprehensive total rewards package. Base pay will be determined based on role-related skills, knowledge, and…

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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