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Customer Service Representative
BMO
Toronto, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
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Officer Mortgage Operations
Scotiabank
Perth East, ON · Mississauga, ON
…solicitors/notaries, and other partners. Assist with customer/branch complaints as required and complete other related processing requests as…
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Business Controls Officer
Scotiabank
Montreal, QC
As a Business Controls Officer you contribute to the success of Regulatory Controls and the Canadian Branch Network by conducting independent and rigorous reviews to support Global…
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Sales Manager
Brandt Group of Companies
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Partner with Branch Manager and HR to recruit, hire, and train staff.
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Service Technician - Field
Brandt Group of Companies
Lloydminster, SK
- Full-time
Operate within budgets and approvals established by the Service Manager.
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Field Service Operations Manager
Brandt Group of Companies
Saskatoon, SK
- Full-time
Brandt Tractor Ltd is currently seeking a Field Service Operation Manager for our Saskatoon, SK location.
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Parts Person - Agriculture
Brandt Group of Companies
Pincher Creek, AB
- Full-time
…strengthen our Parts Business. This role reports to the Parts Manager, working collaboratively to deliver optimal outcomes for…
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Shop Foreman - Agriculture
Brandt Group of Companies
Pincher Creek, AB
- Full-time
Our Pincher Creek, AB branch is looking for an exceptional individual with a strong Agriculture background to join our service department as a Shop Foreman for our John Deere Agriculture…
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Branch Manager - Agriculture
Brandt Group of Companies
Pincher Creek, AB
- Full-time
This position is responsible for driving sales growth, operational efficiency, and customer satisfaction across all branch functions, including new and used equipment sales, parts, and…
Added 27 mins ago
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Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
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Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
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Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 57 mins ago
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Branch Manager (Pump and Power)
Cooper Equipment Rentals Limited
Edmonton, AB
- Full-time
Continuous training, learning and development opportunities
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Customer Service Representative
BMO
Ingersoll, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 57 mins ago
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Client Advisor
RBC
St. John's, NL
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
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Customer Experience Associate - St-Laurent, St-Louis
TD
Montreal, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
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CSA_CA
Brandt Group of Companies
Saskatoon, SK
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 1 hour ago
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Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
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conseiller Bancaire
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
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Crisis Worker
Canadian Mental Health Association Peel Dufferin
Brampton, ON
- Full-time
Joining the Canadian Mental Health Association – Peel Dufferin Branch means you’ll be part of something meaningful. For starters, we’re honored to have received the Canadian Non-Profit…
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
…collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating…
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Financial Planner
BMO
Williams Lake, BC
- Full-time
…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…
Added 1 hour ago
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Assistant Branch Manager Trainee
TD
Brampton, ON
- Full-time
As an Assistant Branch Manager Trainee, you will contribute to the TD's success by leading and coaching employees towards achieving operational excellence and personal development…

BMO

Financial Planner

Brandon, MB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 10, 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 27, 2026

Original job description

Application Deadline:

11/09/2026

Address:

1000 Rosser Avenue

Job Family Group:

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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

The Financial Planner provides personalized investment and financial planning advice to help customers achieve their goals. They are responsible for business development, managing client relationships, and identifying opportunities for personal and commercial banking products.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. They are also required to hold the necessary regulatory licensing and registration for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Portfolio management
Financial advice

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 Products
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Risk Management Framework
Sales Targets
Customer Experience
Financial Industry
Branch Referrals
Outbound Calling
Needs-based Assessment
Strategic Advice
Regulatory Compliance

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