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Added 5 mins ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 5 mins ago
NF
District Sales Manager - Calgary
Neo Financial
Calgary, AB
- Full-time
As a District Sales Manager at Neo Financial, you will be a pivotal leader responsible for the profitability and success of a designated district, encompassing up to six mall locations. You…
Added 5 mins ago
RB
Transaction Processing Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Join RBC Investor Services as a Financial Processing Administrator where you'll play a critical role in delivering exceptional client experience through accurate and efficient transaction…
Added 5 mins ago
AL
National Manager, Contracts & Pricing - Electrophysiology - Mississauga, ON
Abbott Laboratories
Mississauga, ON
- $120,000 to $168,000 CAD / year
- Full-time
As the National Manager, Contracts & Pricing you’ll have the chance to ...
Added 20 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Deliver exceptional quality: Perform accurate data entry, mitigating risks related to regulatory, financial, operational, or reputational exposure.
Added 20 mins ago
CN
Operations Specialist, Recycle Fuel Fabrication Laboratories (RFFL)
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Experience with nuclear materials accounting practices is an asset.
Added 20 mins ago
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Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
10+ years of progressive leadership experience in compliance, legal, regulatory, or risk management within financial services.
Added 20 mins ago
PS
Accounting Analyst
Professional Staffing
Toronto, ON
- $25 to $30 CAD / hour
- Contract
Reporting to the Accounting Manager, the Accounting Analyst will support accounts payable operations, general accounting activities, and month-end close processes. This role focuses on…
Added 20 mins ago
TI
Practice Manager for a brand new IVF center - St Johns, NFL, Canada
The IVF Guide
St. John's, NL
- Full-time
Practice Manager for new IVF Centre, NFL, Canada
Added 20 mins ago
TS
Director, Construction PMO
Tricon Solutions
Moncton, NB
- Full-time
…institutional and hospitality projects (typically $10–18M), owning financial performance, schedule control and contractual compliance, and ensuring safety guidelines and protocols are…
Added 20 mins ago
UC
Manager, Remote Services
Ukrainian Credit Union Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
UCU is seeking an experienced, forward-thinking Manager, Remote Member Services to lead our full-service virtual branch, delivering personalized financial services, expert guidance, and…
Added 20 mins ago
MO
Senior Accountant
March of Dimes Canada
Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
Perform a range of professional and detailed accounting activities program including accounts reconciliation, journal entries, month-end, and year- end close, review of account receivable…
Added 20 mins ago
FB
Income Verifier
Fairstone Bank
Vancouver, BC
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.
Added 20 mins ago
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General Manager
Moxies
Pickering, ON
- Full-time
We are looking for an incredible General Manager to be the leader of our team. As the General Manager, you will be a role model, instill an overall positive culture amongst the entire team,…
Added 20 mins ago
B
Controller
BluMetric
Ottawa, ON
- Full-time
…the Controller will oversee the day-to-day operations of the accounting function, including payroll, accounts receivable, accounts payable, general ledger, financial close and internal…
Added 20 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Ancaster, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 20 mins ago
Senior Accountant
March of Dimes Canada
Toronto, ON
Perform a range of professional and detailed accounting activities program including accounts reconciliation, journal entries, month-end, and year- end close, review of account receivable…
Added 20 mins ago
SG
Tax - Manager
Segal GCSE LLP
Toronto, ON
- $115,000 to $140,000 CAD / year
Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing…
Added 35 mins ago
CO
MANAGER FINANCE & BUSINESS SERVICES #67691
City of Toronto
Toronto, ON
- Full-time
The Manager, Finance & Business Services leads the CX Division's financial, human resources, business and administrative services in a high-profile customer service environment, ensuring…
Added 35 mins ago
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Account Manager
GoToInsure
Grand Falls, NB
- Full-time
Role Description This is a full-time Account Manager role based in Grand Falls, NB, with a hybrid work arrangement that allows some work from home. The Account Manager will manage a…
Added 35 mins ago
OA
Financial Services Manager - Toyota Town
OpenRoad Auto Group
London, ON
- Full-time
Our dealership is extremely busy and enjoys an excellent reputation in the local community. We’re looking for a Financial Services Manager who can thrive in a fast-paced setting and manage…
Added 35 mins ago
SENIOR ACCOUNT MANAGER
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Assist with the negotiations, renewals and amendments of contractual agreements to reflect changes in the delivery of our services and financial arrangements.
Added 35 mins ago
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Senior Designer, Design Systems
BMO
Toronto, ON · BMOPLACE
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 35 mins ago
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Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Maintain and enhance reporting templates for CLO and ABS portfolios, including exposure breakdowns by rating, vintage, manager, sector, collateral type, geography, spread, yield, and…
Added 35 mins ago
R
Senior Program Manager, Policy and Regulatory Affairs
Remitly
Vancouver, BC
- Full-time
…who are united by our vision to transform lives with trusted financial services that transcend…

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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