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Added 12 mins ago
BG
Service Writer
Brandt Group of Companies
Rocky View No 44, AB · Rocky View County, AB
- Full-time
This position is responsible for assisting the service manager in maintaining accurate and on-time reports and records related to the Service Department's operations.
Added 12 mins ago
C
Sales Associate
Claire's
Fredericton, NB
- $15 to $16 USD / hour
- Part-time
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 12 mins ago
A
Production Manager - ACX AutoLux
AutoCanada
Montreal, QC
- Other
Fournir un encadrement constructif, des commentaires et communiquer les objectifs et les attentes du service de manière à favoriser la réussite des membres de l’équipe.
Added 13 mins ago
S
Interm Replenishment - Clerk Department Second Grocery
Sobeys
St. John's, NL
- Full-time
Provide customers with friendly and professional service. Fulfill duties for all areas of the Grocery Department. Supervise the Grocery Department and staff in the absence of the Grocery…
Added 13 mins ago
SC
In Store Bakery - Baker/Apprentice SW
Safeway Canada
Lethbridge, AB
- Full-time
Provide customers with friendly and professional service. Under the direction of the Bakery Manager, prepare baking products for customer purchases. Actively contribute to an environment of…
Added 13 mins ago
FH
Medical Office Assistant/Receptionist, Urgent Primary Care Centre - Chilliwack
Fraser Health Authority
Chilliwack, BC
- $27.26 to $29.16 CAD / hour
- Other
Reporting to the Manager, Clinical Operations or designate, this position provides administrative day-to-day support to the Urgent Primary Care Centre (�UPCC� or �Centre�), and as the first…
Added 13 mins ago
BD
63-Keyholder | Part Time
Bath Depot
Oshawa, ON
- Part-time
Do you thrive on reaching sales targets and take pride in delivering exceptional customer service while building lasting client relationships?
Added 13 mins ago
CS
Inside Sales Representative
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Create, maintain, and regularly update customer and prospective customer profiles to support effective service delivery and sales activities
Added 13 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Mont-Royal, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 13 mins ago
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Commercial Contracts Manager
Veolia | North America
Oakville, ON
- Contract
The Commercial Contracts Manager will be responsible for providing world-class support from
Added 13 mins ago
C
Manager Service Operations (PL)-CA
CN
Montreal, QC
- Full-time
The incumbent is responsible for leading internal teams and/or external service providers accountable for delivering operational support services and maintaining the performance, stability,…
Added 13 mins ago
R-
Assistant Store Manager - Faubourg de la Gare Vaudreuil
RCL - Reitmans Canada Ltd/Ltée
Vaudreuil-Dorion, QC
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 13 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Pointe-Claire, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 13 mins ago
ES
Desktop Senior Engineer
Epsilon Solutions Ltd.
Montreal, QC
- Full-time
8+ years of End User Computing (EUC) and Desktop Support experience.
Added 13 mins ago
MS
Driver, Food & Nutrition (Casual)
Main Street Project Inc.
Winnipeg, MB
- Full-time
Excellent customer service skills, ability to interact professionally with staff, visitors, clients and management
Added 13 mins ago
SI
Dietary Aide
Shannex Incorporated
Halifax, NS
- Full-time
Strong customer service skills and a passion for serving seniors
Added 13 mins ago
SH
Retail Sales Associate
Sunglass Hut
Nanaimo, BC
- Part-time
Manage complex customer service situations by applying a high touch level of assistance to VIP clientele on a regular basis and in turn ensure VIP clientele retention
Added 13 mins ago
UO
Technology / Facility Support Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Part-time
Minimum 2 years of Customer service, Facilities or IT support experience, with the ability to learn and adapt variety of tasks
Added 13 mins ago
CC
Senior Clinical Leader, Long-Term Care
Canadian College of Health Leaders - Northwestern Ontario Chapter
Winnipeg, MB
- Full-time
Customer Service – Accept and respond to feedback (complaints, recognition or suggestions) from residents, families, vendors and team members with acknowledgement and empathy.
Added 13 mins ago
BF
Terminal Attendant
BC Ferries
Gibsons, BC
- Internship
We are seeking individuals who are passionate about providing amazing customer service while prioritizing safety and creating a positive environment.
Added 13 mins ago
DG
Assistant Sales Manager
Dilawri Group of Companies
North Vancouver, BC
- Full-time
North Shore Acura is currently seeking a motivated and customer-focused Assistant Sales Manager to support the leadership of our Sales team and contribute to the overall success of the…
Added 13 mins ago
SR
Senior Payroll Specialist
Swim Recruiting
Burnaby, BC
- $75,000 to $90,000 CAD / year
- Full-time
…Specialist. This new employee will report directly into the Senior Manager, Accounting & Finance and will work alongside other folks in Payroll, Accounting, AP, AR,…
Added 13 mins ago
C
Store Manager
Claire's
Toronto, ON
- $25 to $26 USD / hour
- Full-time
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 13 mins ago
S
Full Time PG 3 Front- End Supervisor Salt Spring Island
Sobeys
Saltspring Island, BC
- Full-time
The front-end supervisor is required to deliver exceptional customer service at all times.
Added 13 mins ago
LC
Post Office Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
Responsible for organizing and delivering full service retail postal services (courier items, postal boxes, money transfers, call-in parcels) to Shoppers Drug Mart customers, maximizing…

BMO

Financial Planner

Brandon, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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