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Added 4 mins ago
TR
Service Advisor - RV Dealership
Traveland RV Supercentre
Martensville, SK
- Full-time
Keep Service Manager informed of all problems and potential problems
Added 4 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Thompson, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 4 mins ago
C
Fuel Accounting Analyst
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Health and Beauty Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
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(CAN) Overnight Assistant Manager
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- Full-time
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Front End Checkout Team Associate
Walmart Canada
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- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
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External Service Advisor - RV Dealership
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Keep Service Manager informed of all problems and potential problems
Added 4 mins ago
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Field Operations Repairs Supervisor - Vancouver
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- Full-time
Direct the field labour force and support personnel in accordance with volume of sales to meet or exceed customer expectations for scheduling and execution of elevator project work
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Financial Service Advisor - Newmarket Nissan Infiniti (26288)
Zanchin Automotive Group
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present and describe vehicle after-sales products, ie. extended warranty, chemicals (rust proofing, paint protection), insurance, and accessories; provide a thorough explanation of benefits…
Added 4 mins ago
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Sr Cust Service Rep/Station
FedEx Canada
Markham, ON
- Full-time
To assist the manager in administrative and customer service operations duties as required. To assist the station customer service representatives and participate as a working member in the…
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Financial Service Representative - LendDirect Office 1561
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- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 4 mins ago
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(CAN) Consumables Associate
Walmart Canada
ON · Kenora, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
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Manager Project Managment
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Mississauga, ON
- Full-time
Ensure effective transition from Sales to Operations, including pre-contract support, estimating input, and leadership of project kickoff processes.
Added 4 mins ago
TC
Assistant Store Manager in Training HomeSense Hyde Park
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON · Scarborough, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Under the guidance of the Store Manager, you’ll participate in an on-the-job training program designed to deepen your knowledge of key store functions, including merchandising, customer…
Added 4 mins ago
TR
Parts Warehouse - RV Dealership
Traveland RV Supercentre
Acheson, AB
- Full-time
Traveland RV Supercentres are here to provide you with quality and professional service from a dedicated team that will help make your RV and Motor Home experience a lifetime of enjoyment.…
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Tangerine Growth Advisor - Tangerine
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Toronto, ON
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Estate Specialist
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ON · Mississauga, ON
…personalized handling and client care to meet the best-in-class service standards. These estates usually have high asset values, a combination of personal and small business assets,…
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Apprentice General Manager
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- Full-time
Act as the leader on duty, ensuring speed of service, accuracy, and positive guest experience
Added 4 mins ago
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- Full-time
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Added 4 mins ago
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Asset Protection Partner
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Edmonton, AB
- $25 to $30 CAD / hour
Provide friendly, professional and knowledgeable service to clients as needed.
Added 4 mins ago
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Asset Protection Team Lead
Sephora
Toronto, ON · Scarborough, ON
- $30 to $35 CAD / hour
…of existing Agents, work with the District Loss Prevention Manager to detect internal theft through various tools available and assure the adherence to Sephora Loss Prevention standards are…
Added 19 mins ago
CC
Retail Assistant Store Manager
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Calgary, AB · Deer Valley, Calgary, AB
- Full-time
The Assistant Store Manager will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating the daily operations of…
Added 19 mins ago
CC
Retail Shift Leader
Canna Cabana
Regina, SK · Rochdale, Regina, SK
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Be the sales and customer service leader/role model in the absence of SM/ASM
Added 19 mins ago
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Retail Sales Associate
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Experience in sales and customer service preferred.

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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