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Added 4 mins ago
JI
Dispatch Manager
J.D. Irving, Limited
Concord, ON
- Full-time
…Reporting to the Terminal Manager, the successful candidate will lead a high-performing dispatch team while ensuring exceptional service, operational efficiency, and safe, compliant…
Added 18 mins ago
CE
Market Leader / Chef de Marché - Alberta and Saskatchewan / Alberta et Saskatchewan
Carrier Enterprise Canada
SK · Saskatchewan, Canada
- Full-time
Lead Account Executive team performance through strategic direction, establishing comprehensive sales objectives and margin growth targets across assigned market territory.
Added 18 mins ago
CL
Scheduling and Supply Chain Specialist
Canarm Ltd.
Arthur, ON
- $60,000 to $75,000 CAD / year
- Full-time
Analyze purchasing data sales forecasts to identify opportunities for cost reduction and inventory optimization.
Added 19 mins ago
Territory Account Executive, Halifax
Block
Halifax, NS
Square is building a best-in-class, high-impact field sales organization, and we are looking for an exceptional Territory Account Executive - someone who consistently exceeds expectations,…
Added 19 mins ago
SB
Team Lead, Flight Coordination
Skyservice Business Aviation
Calgary, AB · Mississauga, ON · Dorval, QC
- Full-time
…expertise in aircraft management, charter, maintenance, and sales from our fixed-based operator services across Canada and the United States. People and values are inseparable assets that…
Added 19 mins ago
AE
Director of Business Development - Agriculture and Industrial
Auto Electric Service
Regina, SK
- Full-time
…an experienced business development leader to help build and lead our Agriculture & Industrial market…
Added 19 mins ago
Product Manager
DSV
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…influences and aligns the trade lane strategy and day-to-day sales activities, ensures knowledge transfer between the product, operations and sales organization; steers the TEU, and CBM…
Added 19 mins ago
AE
Director of Business Development - Agriculture and Industrial
Auto Electric Service Ltd.
Regina, SK
- Full-time
…an experienced business development leader to help build and lead our Agriculture & Industrial market…
Added 19 mins ago
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Marketing AI & Analytics Strategist
Poka Inc.
Montreal, QC
- Full-time
Build and maintain dashboards in HubSpot and Supermetrics that Marketing, Sales, and RevOps actually use, which means keeping them accurate, fast, and honest about what's missing.
Added 19 mins ago
CE
Account Manager, Content Distribution
Corus Entertainment
Toronto, ON
- Full-time
Lead quarterly business reviews with BDUs to present the performance of our services and review the impact of their packaging and pricing on our mutual subscribers, and work with partners…
Added 19 mins ago
WT
Product Marketing Manager
WELLSTAR Technologies
Toronto, ON
- Full-time
Reporting to the VP Marketing, we are hiring a Product Marketing Manager to lead product marketing for our Nexus AI™ platform. You will translate complex clinical AI capabilities into…
Added 19 mins ago
NB
Director Deposit Solutions
National Bank of Canada
Montreal, QC
- Full-time
Lead client pitches, negotiations and requests for proposals, supported by compelling sales-enablement materials and clear value propositions.
Added 19 mins ago
GL
Ecommerce Growth Manager
Groupe Lemur, Inc
Montreal, QC
- Full-time
…Petit Lem and Miles the Label. This role will drive online sales growth, customer acquisition and…
Added 19 mins ago
SA
Restaurant General Manager
SSP America
Calgary, AB
- Full-time
Lead and Develop the Team: Recruit, train, and guide a team of dedicated Food Travel Experts. Set goals and foster a positive, efficient work environment.
Added 33 mins ago
BC
Sales Support Specialist
Beem Credit Union
Burnaby, BC · Kelowna, BC · North Vancouver, BC
- Full-time
The Sales Support Specialist provides operational and administrative support to the Commercial and Small Business Divisions, ensuring a premium level of service to assigned business…
Added 33 mins ago
EP
Financial Controller
Edison Properties Winnipeg
Winnipeg, MB
- Full-time
Ensure compliance with CRA requirements, including corporate tax, GST, payroll remittances, Provincial Sales Tax, and related reporting.
Added 33 mins ago
CC
Retail Shift Leader
Canna Cabana
Saskatoon, SK
- Full-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 33 mins ago
CC
Retail Shift Leader
Canna Cabana
Regina, SK · Victoria Square, Regina, SK
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 33 mins ago
AR
Sales and Events Coordinator
Algonquin Resort
Kingston, ON
- Full-time
Maintains lost business, cancellation and lead/referral files by distributing to Sales Managers.
Added 33 mins ago
Marketing AI & Analytics Strategist
Poka EN
Montreal, QC
Build and maintain dashboards in HubSpot and Supermetrics that Marketing, Sales, and RevOps actually use, which means keeping them accurate, fast, and honest about what's missing.
Added 33 mins ago
7
Senior Brand Designer (8 month Contract)
7shifts
Remote, Canada
- $95,200 to $142,800 CAD / year
- Full-time
- Remote
Design across a wide range of work, including web, campaigns, events, and sales and marketing collateral, adapting your approach to the format and audience.
Added 33 mins ago
LC
Outbound Sales Development Representative - Golf
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Lightspeed is looking for a high-energy and driven Sales Development Representative to help us execute our outbound efforts for our Golf product. This role is the first point of contact our…
Added 33 mins ago
Senior Customer Success Manager, Canada Strategic Account Services
Amazon
Toronto, ON
- Lead business strategy development and design long term account plans.
Added 33 mins ago
Retail Temporary Sales Associate, Maje, Pacific Centre
SMCP NORTH AMERICA (US, CANADA)
Vancouver, BC
PT Sales Associate Temp at SMCP (Sandro & Maje)
Added 33 mins ago
TO
Insurance Sales Account Manager
Todd O'Donnell Insurance Agency
Cambridge, ON
- $48,000 to $75,000 CAD / year
- Full-time
We are looking for an Insurance Sales Account Manager to join our award-winning Cambridge agency. This role is suited to someone who enjoys speaking with people, creating opportunities and…

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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