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Added 11 mins ago
B
Mortgage Specialist
BMO
Timmins, ON
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 11 mins ago
BP
Backroom Team Lead
Bass Pro Shops
AB · Edmonton South, AB
- Full-time
Reporting to the Retail Manager, the Team Lead is responsible for overseeing the successful day to day operation of a retail store department.
Added 26 mins ago
CE
Senior Revenue Manager
CPG Executive Search Inc.
Markham, ON
- Full-time
Lead monthly and quarterly business planning and review processes with the Sales team.
Added 26 mins ago
CG
Senior Sector Controller
Compass Group Canada
London, ON
- Full-time
…Final compensation will be determined based on relevant skills, experience, qualifications, and internal equity. In addition to base salary, eligible employees may be entitled to other…
Added 26 mins ago
PT
Director, Product Management (Hardware)
PAR Technology
Remote, Canada
- Full-time
- Remote
…The ideal candidate combines strong product leadership, deep experience with connected hardware solutions, and a proven ability to lead cross-functional teams through complex product…
Added 26 mins ago
L
Logistics and Compliance Analyst
Longo's
Vaughan, ON
- Full-time
Identify and lead continuous improvement initiatives that improve supply chain efficiency, productivity, accuracy and service levels.
Added 26 mins ago
JC
Cash & Carry Wholesale Department Manager
JDass Corp
Mississauga, ON
- Full-time
Lead wholesale sales efforts to achieve quarterly revenue targets.
Added 41 mins ago
A
Business Development Specialist (Relocation to Saudi Arabia is required.)
aramco
Toronto, ON
- Full-time
Downstream industry experience (Refining, Petrochemicals, Retail, Lubricants), noting that products trading experience may not be considered relevant for the role is preferred.
Added 41 mins ago
W
(CAN) Customer Service Manager
Walmart
Brampton, ON
- Part-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 41 mins ago
Retail Experience Lead
Fire & Flower Inc.
Aurora, ON
The Retail Experience Lead is responsible for opening and closing duties, overseeing daily operations, and supervising staff during an assigned shift.
Added 41 mins ago
Retail Experience Lead
Fire & Flower Inc.
Spruce Grove, AB
The Retail Experience Lead is responsible for opening and closing duties, overseeing daily operations, and supervising staff during an assigned shift.
Added 41 mins ago
Customer Experience Lead
Laura Canada
Ottawa, ON
…winning team that provides a unique and memorable shopping experience to every customer. You will be joining a Company focused on the development and career growth of its…
Added 41 mins ago
LC
Assistant Department Manager Part Time Day
Loblaw Companies Limited
Moncton, NB
- Part-time
…connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact…
Added 41 mins ago
Restaurant Manager - Trenton South Onroute (Tim Hortons) (Contract)
Careers at ONroute
Quinte West, ON
Requires 3-5 years of experience as a Supervisor or Manager in high volume food and beverage or merchandise operations and/or other related management experience
Added 42 mins ago
R&
HR Specialist III
Robertson & Company Ltd.
Toronto, ON
- Contract
…management, private clients, commercial banking, treasury, and retail…
Added 42 mins ago
CW
Professional Sales Representative
Canadian Wealth Inc.
Calgary, AB
- Full-time
…provide professional cleaning services to commercial businesses, retail locations, offices, and other…
Added 42 mins ago
TH
Head Cashier Part Time (Whitby North)
The Home Depot Canada
Brooklin, ON
- Part-time
1 to 2 years Retail or Cash experience an asset
Added 42 mins ago
PR
Client Executive, Commercial Risk Insurance
Purves Redmond Limited
Toronto, ON
- Full-time
We combine decades of experience with a forward-looking approach, delivering customized insurance, risk, and benefits solutions to clients across diverse industries. Our continued success…
Added 42 mins ago
RM
Ontario Sales Lead
Richlu Manufacturing
Winnipeg, MB
- Full-time
The Ontario Sales Lead is a key member of the sales team and is required to maintain and grow established accounts. In addition, this role is intended to identify and establish new accounts…
Added 42 mins ago
TH
Chef(fe) cassier(ère) de l'avant du magasin (temps plein)
The Home Depot Canada
Vaudreuil-Dorion, QC
- Full-time
1 to 2 years Retail or Cash experience an asset
Added 56 mins ago
JI
Appliances Sales Specialist
J.D. Irving, Limited
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Sales Experience in a fast-paced customer service and sales environment in Retail, Appliance Sales experience is an asset.
Added 56 mins ago
FG
MANGO - Store Manager - Upper Canada Mall
Fox Group Canada Inc.
Newmarket, ON
- Full-time
Lead the store team in consistently delivering an exceptional customer experience
Added 56 mins ago
C
Theatre Manager Oakville & VIP 3 Month Contract
Cineplex
Oakville, ON · CPX Oakville & VIP
- Full-time
Cineplex’s Theatre Managers are an integral part of the team who provide an exceptional experience to each and every guest. Theatre Managers work to ensure that Company policies,…
Added 56 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Niagara Falls, ON
- Part-time
Consistently model service standards and omni-channel experience while coaching others to success
Added 56 mins ago
B
Maintenance Team Lead
BGIS
Mississauga, ON
- Full-time
The Maintenance Team Lead is responsible for overseeing a team of Technicians in the delivery of preventative and corrective maintenance, routine and on-demand services for assigned…

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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