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Added 6 mins ago
NI
Business Development Manager-Canada
Navien, Inc.
Canada
- Full-time
Keeping Navien leadership informed on business development progress and pipeline updates
Added 6 mins ago
KB
Department Manager - Lighting/Electrical/Plumbing
Kent Building Supplies
Fredericton, NB
- Full-time
…opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles and advanced through experience, development, and hard…
Added 6 mins ago
BN
Aftersales Manager
BYD North America
Toronto, ON
- Full-time
The Aftersales Manager is responsible for leading and driving all aspects of aftersales operations across BYD Canada's dealer network, including technical support, service engineering,…
Added 6 mins ago
MM
Business Development Manager
Merit Medical Systems, Inc.
Canada
- Full-time
Ability to utilize business mathematics to figure percentages, prepare financial and sales information.
Added 6 mins ago
G
Senior Account Manager
GreenShield
Toronto, ON
- $72,521 to $109,341 CAD / year
- Full-time
Being responsible for achievement of revenue and margin targets of assigned block of business, as well as targets for integrated sales within GreenShield Administration and other…
Added 6 mins ago
BI
Business Development Specialist, BMO Insurance
BMO Insurance
Toronto, ON
- Full-time
Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.
Added 6 mins ago
M
Assistant General Manager
Mandrake
Peterborough, ON
- Full-time
Secondary focus is to concentrate on investigating, identifying, developing and winning new sales avenues for our client (other than current 100% automotive business). Identify products…
Added 6 mins ago
T
Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, QC
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 6 mins ago
VR
General Sales Manager
Vista Radio Ltd
Lethbridge, AB
- Full-time
Your next leadership opportunity is here! We're looking for an experienced, driven, and people-focused General Sales Manager to lead our sales team in Lethbridge, Alberta.
Added 6 mins ago
SI
General Manager
Synectics Inc.
Kamloops, BC
- $80,000 to $90,000 CAD / year
- Full-time
Reporting to the Chief Operating Officer, the General Manager will be responsible for overseeing all aspects of hotel operations, including financial performance, revenue management, guest…
Added 6 mins ago
A
Product Owner - AEC Data
Autodesk
Montreal, QC
- Full-time
…constituent l'infrastructure de données de la plateforme Design and Make d'Autodesk. Nous nous attachons à résoudre les défis critiques liés aux flux de travail en matière d'échange de…
Added 6 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 6 mins ago
L
Salon Business Partner (Vancouver, Whiterock, Surrey, Delta & Richmond)
L'Oréal
Vancouver, BC
- Full-time
As a Salon Business Partner, you will be responsible for serving an existing territory in the Vancouver greater area. The territory includes Vancouver proper, Whiterock, Surrey, Delta &…
Added 6 mins ago
MT
Specialist, Business Development
Miller Thomson LLP
Toronto, ON
- Full-time
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 6 mins ago
Territory Manager (British Columbia)
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
In this 12-month contract position where you will develop territory level business and customer plans, which includes effective analysis of territory- and site-level data, identification of…
Added 6 mins ago
Partner Development Manager
Barracuda Networks Inc.
Ottawa, ON
We are looking for a Partner Development Manager to join the MSP team and act as the liaison between our Marketing and Sales teams. In this hunter role, you will seek new business…
Added 6 mins ago
AA
Quality Engineer - Automotive
Almag Aluminum
Brampton, ON
- Full-time
Reporting directly to the Quality Manager, this role is responsible for supporting and advancing the objectives of the Quality Department through active participation in quality system…
Added 6 mins ago
Store Director
Sephora
Halifax, NS
As the next Store Director at Sephora, you will oversee and manage the overall client service experience, people development, sales, productivity, merchandising, operations, and human…
Added 6 mins ago
Talent and Business Operations Manager, Stores
Sephora
Halifax, NS
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition. The final pay…
Added 6 mins ago
Senior Manager Enterprise Brand Strategy
Purolator
ON · Mississauga, ON
This is one of Purolator's most strategic marketing leadership roles.As Senior Manager, Brand + Strategy, you will shape the future of one of Canada's most recognized brands by leading…
Added 21 mins ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 21 mins ago
0
Sales Representative
0a0c69d3-39ec-4571-9878-7a31b6cd2de7
Vancouver, BC
- Full-time
The Sales Representative is responsible for sales of within the global market. They are the principal point of contact between a business and its customers. Sales reps ensure current…
Added 21 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 21 mins ago
AL
National Manager, Contracts & Pricing - Electrophysiology - Mississauga, ON
Abbott Laboratories
Mississauga, ON
- $120,000 to $168,000 CAD / year
- Full-time
The Contracts & Pricing National Manager is responsible for leading the development, implementation, and management of commercial contracts and pricing strategies across the organization.…
Added 36 mins ago
EC
Profit Centre Manager
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
As a Profit Centre Manager, you will develop and lead all business operations at the Profit Centre. The Profit Centre Manager is accountable for growing the business while sustaining…

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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