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Added 1 min ago
NI
Business Development Manager-Canada
Navien, Inc.
Canada
- Full-time
Creating and maintaining step-by-step plans to enter new markets or launch new services
Added 1 min ago
AC
Corporate IT Auditor
ATS Corporation
Cambridge, ON
- Full-time
Report to: Senior Manager, Audit & Compliance, IT
Added 1 min ago
SH
Registered Nurse (N2) - AS6 Medicine Clinical Teaching Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the REGISTERED…
Added 1 min ago
SH
Critical Care/ICU Nurse -Trainee
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients with complex and…
Added 1 min ago
VS
Dining Service Attendant (2026-10960)
Verve Senior Living
Richmond Hill, ON
- Part-time
…personalized dining experiences? Under the direction of the Dining Services Manager or designate, our Dining Services Attendants play a critical role in enriching the lives of our residents…
Added 1 min ago
LM
Dermatologist
Lacroix Médecine Privée
Dollard-Des Ormeaux, QC
- Full-time
Participate in the development of specialized services that meet the needs of the population
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CM
Unit Clerk - Repost
CancerCare Manitoba
Winnipeg, MB
- Full-time
CancerCare Manitoba is a provincial agency which provides clinical and academic services and leadership for cancer control and the treatment of blood disorders. . Our shared vision of…
Added 1 min ago
KB
Truck Driver Class 3 Boom/Hitchhiker
Kent Building Supplies
Grand Falls-Windsor, NL
- Full-time
As a Truck Driver, you will be part of the team that provides delivery services for our customers displaying the highest standards of safety and excellent customer service. You will be…
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Senior Account Manager
GreenShield
Toronto, ON
- $72,521 to $109,341 CAD / year
- Full-time
…benefits, and pay claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’. As a non-profit…
Added 1 min ago
EC
Mental Health & Addiction Treatment Sup Workr
EHN Canada
Saskatoon, SK
- $21 to $23 CAD / hour
- Full-time
…clinical assessment, diagnosis, or other regulated health-care services. The MHASW provides practical and emotional support, encouragement, coaching, and facilitates approved…
Added 1 min ago
BI
Business Development Specialist, BMO Insurance
BMO Insurance
Toronto, ON
- Full-time
Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to…
Added 1 min ago
CM
Unit Clerk - Repost
CancerCare Manitoba
Winnipeg, MB
- Full-time
CancerCare Manitoba is a provincial agency which provides clinical and academic services and leadership for cancer control and the treatment of blood disorders. Our shared vision of leading…
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M
Assistant General Manager
Mandrake
Peterborough, ON
- Full-time
…promotion to President role when needed. The Assistant General Manager is responsible for all sales and commercial activities required to meet sales & growth goals while complying with all…
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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…
Added 1 min ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
We are looking for an experienced manager with a strong business acumen and excellent technological expertise, recognized for their leadership, judgment, and ability to drive organizational…
Added 1 min ago
BT
Driver (3 months contract)
Bumper to Bumper Canada
Toronto, ON · Etobicoke, ON
- Full-time
Ensure any complaints or dissatisfaction of a customer is immediately reported to the Dispatcher and/or Store Manager
Added 1 min ago
LM
Head of Digital Performance
Lacroix Médecine Privée
Quebec, QC
- Full-time
…actions. In a dynamic environment encompassing multiple clinics, services, and business lines, the successful candidate will lead the organization's overall digital performance. They will…
Added 1 min ago
LM
Head of Department – Medical Biology Laboratory
Lacroix Médecine Privée
Quebec, QC
- Full-time
Lacroix Private Lab is seeking a Medical Biology Service Manager to join its team.
Added 1 min ago
OH
Care Coordinator
Ontario Health atHome
Ottawa, ON
- $44.48 to $47.51 CAD / hour
- Temporary
…and eligibility, provide access and referrals to community services, and engage with patients, caregivers and other health care…
Added 1 min ago
TP
Terminal Officer (Term Opportunity - One Year)
Toronto Pearson International Airport
Toronto, ON
- Temporary
Reporting to the Manager, Terminal Services, the Terminal Officer (TO) serves as the GTAA representative on the terminal floor, ensuring efficient operations, compliance with contractual…
Added 1 min ago
A
Product Owner - AEC Data
Autodesk
Montreal, QC
- Full-time
Notre équipe conçoit les API, les services et les expériences utilisateur qui constituent l'infrastructure de données de la plateforme Design and Make d'Autodesk. Nous nous attachons à…
Added 1 min ago
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Manager IT, Enterprise Architecture
WorkSafeBC
Richmond, BC
- Full-time
We’re looking for a Manager IT, Enterprise Architecture to lead the development and evolution of WorkSafeBC’s enterprise architecture practice and help shape the organization’s future…
Added 1 min 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 1 min ago
CE
Manager, Change and Talent | Nuclear
CPUS Engineering Staffing Solutions Inc.
Oshawa, ON
- Contract
We are currently requesting resumes for the following position: Manager, Change and Talent
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Coordinator, Leaves (Temporary)
Nutrien
Calgary, AB
- Temporary
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…

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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