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Added 13 mins ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Montreal, QC
- Full-time
Supports the Sr. Manager, and/or Manager, and the rest of their Supporter Engagement Team in the development of, donor and participant fundraising programs, including Run for The Cure,…
Added 13 mins ago
S
Meat & Seafood - Manager Meat
Sobeys
Estevan, SK
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 13 mins ago
E
Wellness Manager
E4C
AB · Edmonton, AB
- Full-time
Facilitate resident engagement, community-building, and integrated activities within e4c programs and the surrounding neighborhood.
Added 13 mins ago
WI
HSE Site Representative
WSP in Canada
Winnipeg, MB
- Full-time
…as part of the WSP field team and reporting to the Project Manager, you’ll provide hands-on health and safety support to crews while helping ensure work is completed in accordance with…
Added 13 mins ago
RC
Night Houseman
Retirement Concepts
Courtenay, BC
- $23.89 CAD / hour
- Temporary
The Night Houseman reports to the Support Services Manager and/or designate and is responsible for the night janitorial and security duties at the community. This role maintains the…
Added 13 mins ago
RC
Recreation Aide
Retirement Concepts
Courtenay, BC
- $27.92 CAD / hour
- Temporary
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 13 mins ago
TP
Specialist, Airport Bussing (Term Opportunity - One Year)
Toronto Pearson International Airport
Toronto, ON
- Temporary
…passengers – all while championing the prosperity of our people, the community we call home, and our aviation partners. Join us on our journey together, as we put the joy back into travel…
Added 13 mins ago
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Senior Manager, Asset Protection & Safety, Global Fulfillment, Western Distribution Centers
lululemon
BC · British Columbia, Canada
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 13 mins ago
SC
Exercise Specialist - Contract
South Calgary Primary Care Network
Calgary, AB
- Contract
Collaborate with team members, referring primary care providers, program manager, and other allied health professionals, as required, to support a multi-disciplinary approach to patient…
Added 13 mins ago
RC
Scheduler
Retirement Concepts
Courtenay, BC
- $28.74 CAD / hour
- Full-time
The Scheduler reports to the General Manager and/or designate and is responsible for all aspects of scheduling to ensure that the community has adequate staffing levels at all times to…
Added 13 mins ago
VS
Housekeeping Attendant (2026-10968)
Verve Senior Living
Lloydminster, AB
- Part-time
…supporting our residences or contributing within our corporate community, your work plays an important role in helping seniors live longer, better and you’ll be supported by a team that…
Added 13 mins ago
LH
Kinesiologist - Vocational Services
Lifemark Health Group
AB · Edmonton, AB
- Full-time
Design, implement and supervise graded exercise, work conditioning and/or work hardening programs
Added 13 mins ago
RC
Recreation Aide
Retirement Concepts
Chilliwack, BC
- Full-time
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 13 mins ago
UO
Assistant Professor (Tenure Track) and Canada Research Chair Tier 2 in Cancer Immunology
University of Alberta
AB · Edmonton, AB
- Full-time
Added 13 mins ago
IS
Project Manager, Inbound Logistics
Irving Shipbuilding
Dartmouth, NS
- Full-time
Drive supply chain excellence and keep critical programs moving.
Added 13 mins ago
RC
Janitor
Retirement Concepts
Coquitlam, BC
- $20.34 to $20.5 CAD / hour
- Temporary
The Janitor reports to the Support Services Manager and/or designate and performs all aspects of cleaning duties in the community common areas to maintain the established standards for…
Added 13 mins ago
L
Tech Vendor Management Manager
lululemon
Vancouver, BC
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 13 mins ago
NS
Anaesthesia Assistant
Nova Scotia Health Authority
Halifax, NS
- Full-time
…healing and learning. Across hospitals, health centres and community programs, our people deliver innovative, high-quality care that impacts lives across Nova Scotia and Atlantic…
Added 13 mins ago
RC
Recreation Aide
Retirement Concepts
Surrey, BC
- Temporary
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 13 mins ago
RC
Receptionist
Retirement Concepts
Langley (District), BC · Langley, BC
- $18.25 to $19 CAD / hour
- Temporary
The Receptionist reports to the General Manager and/or designate and is responsible for all aspects of reception and office procedures to promote a high standard of customer service and…
Added 13 mins ago
RC
Recreation Aide
Retirement Concepts
Kamloops, BC
- $27.92 to $31.64 CAD / hour
- Temporary
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 13 mins ago
FH
Registered Nurse, Transition Line - Cardiac Stepdown - Burnaby Hospital
Fraser Health Authority
Burnaby, BC
- $41.42 to $59.52 CAD / hour
- Full-time
Burnaby Hospital plays an essential role to those living in the community by delivering a variety health care services. Services and specialties include emergency medicine,…
Added 13 mins ago
RC
Recreation Aide
Retirement Concepts
White Rock, BC
- $31.64 CAD / hour
- Temporary
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 13 mins ago
RC
Housekeeper
Retirement Concepts
Victoria, BC
- $25.35 to $27.1 CAD / hour
- Temporary
The Housekeeper reports to the Support Services Manager and/or designate and performs all aspects of cleaning duties in the community to maintain the established standards for sanitation,…
Added 13 mins ago
GD
DYNAMITE - Assistant Manager - Carrefour de L'Estrie
Groupe Dynamite
Sherbrooke, QC
- Full-time
…wardrobe. With stores across North America and an ever-growing community, we’re building a team that shows up boldly and makes an impact. If you're ready to bring an elevated presence 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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