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Added 1 min ago
AB
assistant manager, restaurant
Ali Baba Pizza
Victoria, BC
- Full-time
Added 1 min ago
T
Senior Manager, Executive Communications
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 1 min ago
T
Personal Banker Trainee
TD
Gander, NL
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we…
Added 1 min ago
GT
Program Manager
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
We are seeking an experienced Program Manager to lead defence and commercial programs across both domestic and international markets, serving as the organization’s primary representative.
Added 1 min ago
GC
Nurse Practitioner
Gilbert Centre
Barrie, ON
- Part-time
…multidisciplinary team that practises harm reduction, centres client autonomy, and is guided by a deep commitment to health…
Added 1 min ago
C
Community General Manager, Imperial Service
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll lead a team of client facing employees within the banking centre, as well as other banking centres within your community to deliver on…
Added 2 mins ago
Director, Advisory & Regulatory Affairs - Toronto
Scotiabank
Toronto, ON
Lead and drive a customer-focused culture across the team to deepen client relationships and leverage broader Bank relationships, systems and knowledge
Added 2 mins ago
Manager, Business Banking, Virtual Advice - Halifax, NS (Bilingual English/French)
Scotiabank
Halifax, NS
The Manager, Business Banking, Virtual Advice will lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships,…
Added 2 mins ago
Store Manager - Diesel Yorkdale
OTB Spa
Toronto, ON
The Store Manager is the business owner of the store results, accountable for delivering sales and profitability targets while bringing the brand's identity to life in every client…
Added 2 mins ago
Environmental Project Manager, Transportation & Municipality Specialist
WSP
Calgary, AB
…projects across Western Canada. As a Environmental Project Manager, Transportation & Municipality Specialist you'll lead some of the region's most complex environmental assessment and…
Added 16 mins ago
WI
HSE Site Representative
WSP in Canada
Winnipeg, MB
- Full-time
…as part of the WSP field team and reporting to the Project Manager, you’ll provide hands-on health and safety support to crews while helping ensure work is completed in accordance with…
Added 16 mins ago
UO
Enrolment Services Advisor (Recurring Part-time)
University of Calgary
Calgary, AB
- Part-time
As a member of the Enrolment Services team, this position reports to the Manager, Enrolment Services Operations. Peak operational periods, including August, September, and January, may…
Added 16 mins ago
T
Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 16 mins ago
M
Survey Assistant, Medicine Hat
Midwest
Medicine Hat, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 16 mins ago
M
Crew Chief, Red Deer
Midwest
Red Deer, AB
- Full-time
Working under the supervision of a Project Manager and/or Land Surveyor. Duties include, but are not limited to, the following:
Added 16 mins ago
UO
Enrolment Services Advisor
University of Calgary
Calgary, AB
- Full-time
As a member of the Enrolment Services team, this position reports to the Manager, Enrolment Services Operations. Hours of work for this position are 35 hours per week, Monday-Friday. Peak…
Added 16 mins ago
M
Crew Chief, Medicine Hat
Midwest
Medicine Hat, AB
- Full-time
Working under the supervision of a Project Manager and/or Land Surveyor. Duties include, but are not limited to, the following:
Added 16 mins ago
M
Survey Assistant, Red Deer
Midwest
Red Deer, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 16 mins ago
L
Customer Service Representative / Représentant(e) service client
Leviton
Pointe-Claire, QC
- Full-time
…Account Representative maintains strong relationships and ensures client satisfaction, embodying the core values of exceptional customer…
Added 16 mins ago
W
Procurement Manager
Worley
AB · Edmonton, AB
- Full-time
Worley Canada Construction is seeking an experienced Project Procurement Manager to join our Edmonton Procurement team. This role is accountable for developing and executing project…
Added 16 mins ago
HE
Chef de projet – Infrastructures de réseau (Postes électriques et systèmes FACTS)/Project Manager – Grid Infrastructure (Substations & FACTS Systems)
Hitachi Energy
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…requirements of the role and ensure effective collaboration and client…
Added 16 mins ago
LH
Kinesiologist - Vocational Services
Lifemark Health Group
AB · Edmonton, AB
- Full-time
Added 16 mins ago
CC
Business Development Manager
Caesarstone Canada
BC · Fraser Valley H, BC
- Full-time
Business Development Manager - Lower Mainland, Fraser Valley
Added 16 mins ago
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Survey Assistant, Edmonton
Midwest
AB · Edmonton, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 16 mins ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…

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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