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Added 8 mins ago
DD
The Shoe Co. - Supervisor Part-time
DSW Designer Shoe Warehouse
Hamilton, ON
- Part-time
As a (Part-time) Supervisor, you will report to the Store Manager and assist in leading the store environment, which fosters inclusivity and diverse customer connections. In this role, you…
Added 8 mins ago
G
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 8 mins ago
IC
Associate Delegate Relations Manager
Informa Connect - Global Finance
Toronto, ON
- Full-time
We run around 800 events each year, create digital platforms based on engaging news and information content, and operate professional development programmes for individuals and businesses.
Added 8 mins ago
OA
Financial Services Manager - Toyota Town
OpenRoad Auto Group
London, ON
- Full-time
…the local community. We’re looking for a Financial Services Manager who can thrive in a fast-paced setting and manage a high volume of turnovers each month. With over 200 vehicles sold and…
Added 8 mins ago
OA
Parts Advisor - OpenRoad Honda
OpenRoad Auto Group
Brampton, ON
- Full-time
Strong focus on training, development, and internal promotion opportunities
Added 8 mins ago
SENIOR ACCOUNT MANAGER
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Supporting the development of strategies to deliver client-focused solutions.
Added 8 mins ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 mins ago
T
Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 mins ago
T
Senior Wealth Operations Officer
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 mins ago
SL
Team Lead, Billing & Payment Services
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
…Payment Services team and help drive service excellence, team development, and continuous improvement while supporting multiple Sun Life business…
Added 8 mins ago
D
Retail District Manager
Danier
Vaughan, ON
- Full-time
Career growth and professional development opportunities
Added 8 mins ago
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Account Executive
UPS
Kitchener, ON
- Full-time
The Account Executive is responsible for driving business development for small to medium-sized accounts while also managing large accounts when necessary for logistical reasons. This role…
Added 8 mins ago
MS
Business Development Manager
MacDonald Search Group
Vancouver, BC
- $60,000 to $80,000 CAD / year
- Full-time
Represent the company in all active business development activities, including cold calling, email marketing, telephone sales, networking, and face-to-face meetings
Added 8 mins ago
U
Account Executive
UPS
Kitchener, ON
- Full-time
The Account Executive is responsible for driving business development for small to medium-sized accounts while also managing large accounts when necessary for logistical reasons. This role…
Added 8 mins ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Peterborough, ON
- Full-time
Direct field work and informing manager(s) of the engagement status
Added 8 mins ago
SG
Sales Manager - Montreal, Quebec - Legacy Division (Full Time, Permanent)
Southern Glazer's Wine & Spirits
Montreal, QC
- $75,000 to $85,000 USD / year
- Full-time
The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
Added 8 mins ago
BT
Accounting and Assurance Manager
Baker Tilly Canada
Leamington, ON
- Full-time
We are looking for an Accounting and Assurance Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 8 mins ago
IN
Communications Manager
International Needs Canada
Hamilton, ON
- Full-time
INCA is building a dedicated marketing, communications, and fund development function - and this role leads it. Reporting to the Director of Operations, the Manager will build and own the…
Added 8 mins ago
M
Product Marketing Manager
MapsPeople
Richmond Hill, ON
- Full-time
…across the Americas, we are looking for a Product Marketing Manager to strengthen how we position our platform, bring new capabilities to market, enable our sales organization, and connect…
Added 8 mins ago
EI
Business Development Manager
Executive Integrity | B Corp®
Montreal, QC
- Full-time
Job Title: Business Development Manager, Shipping (Industry Manager) · Location: Montreal, Quebec (hybrid)
Added 8 mins ago
Branch Manager - Provincial Opportunity, Newfoundland and Labrador
Scotiabank
St. John's, NL
The Branch Manager Development Program is designed for ambitious leaders who are ready to accelerate their career while gaining broad experience across our retail network. Participants…
Added 8 mins ago
D
Assistant Manager, Member Services and Sales Support
Desjardins
Montreal, QC · Caisse Desjardins de L'Île-des-Soeurs-Verdun
- Full-time
As a member services and sales support assistant manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the…
Added 8 mins ago
D
Advisor, Securities
Desjardins
Sept-Îles, QC
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 8 mins ago
SG
Sales Manager - Montreal, Quebec - Legacy Division (Full Time, Permanent)
Southern Glazer’s Wine and Spirits, LLC
Montreal, QC
- Full-time
The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
Added 23 mins ago
B
Business Banking Relationship Manager Trainee
BMO
Oshawa, ON
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.

BMO

Financial Planner

Springdale, NL, Canada
NL, Canada

Full-time

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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.

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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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