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Added 6 mins ago
AC
Préposé(e) au service à la clientèle NUIT -ACT
Alimentation Couche-Tard
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- Full-time
…be asked to perform other duties and will be evaluated, in part, on performance of the tasks listed in this job description. As with all positions, the responsibilities and duties of this…
Added 6 mins ago
Sales Associate
Rogers Communications
Kitchener, ON
…commitment to doing what’s right for our customers needs, every…
Added 21 mins ago
Q
Customer Success Operations Analyst
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- $52,000 to $75,000 CAD / year
- Full-time
Sales Deal Desk experience, including quoting, CPQ, pricing approvals and contract structure.
Added 21 mins ago
GG
Project Operations Manager
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Hamilton, ON
- Full-time
Take projects over from sales at contract signing
Added 1 hour ago
GL
Customer Solutions Specialist
goeasy Ltd.
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- Full-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…
Added 1 hour ago
C
South West Ontario Account Executive - Security Solutions
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- Full-time
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Account Executive – Enterprise Solutions (Security Systems), to join our amazing culture in one of…
Added 1 hour ago
B
Credit Analyst
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 1 hour ago
B
Financial Planner
BMO
Brandon, MB
- Full-time
…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…
Added 2 hours ago
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Added 2 hours ago
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Added 2 hours ago
H
Gestionnaire des ventes stratégiques – Atlantique Canada/Strategic Area Sales Manager, Atlantic Canada
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- Full-time
Strategic Area Sales Manager – Atlantic Canada
Added 3 hours ago
Account Manager, Client Relations
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Added 3 hours ago
B
Manager business enablement
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- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 4 hours ago
Service Coordinator
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Confirm Parts info/Location/coordination as needed. Follow up on part ETA/Orders placed by field technicians.
Added 9 hours ago
RFP Manager, Government (18-month Contract)
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…deliver results! Geotab is seeking an RFP Manager (18-month Contract) who will be responsible for overseeing the development of processes, proposals, bids, quotations and other documents…
Added 12 hours ago
P
SALES SUPPORT- Fixed Term Contract
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CONTRACT PERIOD: DECEMBER 14, 2026 TO MARCH 3, 2028
Added 13 hours ago
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Added 13 hours ago
Manager, Product Analytics
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…Product Management team and its stakeholders across Finance, Sales, Marketing, Customer Experience, and…
Added 16 hours ago
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Data & AI Alliance Executive
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- $130,000 to $165,000 USD / year
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Take part in the full sales cycle from initial identification through tracking, nurturing, and qualifying opportunities, including business reviews with partners and internal stakeholders
Added 16 hours ago
DH
Senior Events Manager
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Prepares all event documentation and coordinates with Sales, property departments and customer to ensure consistent, high level service throughout the pre-event, event and post-event phases…
Added 16 hours ago
E
Driver - Temporary Part Time - Richmond
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This role is a Temporary Part time role on a 3 month contract. Candidates must be able to work up to 25 hours per week Monday-Friday between 8:00am-4:30pm.
Added 16 hours ago
GT
Cashier (Temporary)
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Added 17 hours ago
WC
Program Specialist, PVF (Burlington)
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Added 17 hours ago
DS
Sales and Design Consultant – Custom Cabinetry & Millwork
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- Full-time
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We’re looking for a Sales and Design Consultant who can guide clients from their first conversation through design, estimating and a signed contract. This is an opportunity to combine…
Added 18 hours ago
NN
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BMO

Financial Planner

Brandon, MB, Canada

Full-time

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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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