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Added 3 mins ago
DM
Manager, IT Service Deliver and End User Experience
District Municipality of Muskoka
Bracebridge, ON
- Full-time
Graduate of a three (3) year college program in Information Technology, Computer Science, or a related field (or equivalent experience).
Added 3 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 3 mins ago
T
Senior Manager, Executive Communications
TD
Toronto, ON
- Full-time
8-10 years of experience in communications or related field, with background working in a corporate communications environment.
Added 3 mins ago
T
Personal Banker Trainee
TD
Gander, NL
- Full-time
Post-Secondary or Undergraduate degree in related field is an asset
Added 3 mins ago
GT
Program Manager
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…in regular development and performance discussions with your manager, have access to an online learning platform, and benefit from mentoring programs designed to strengthen your skills and…
Added 3 mins ago
GT
Manufacturing Team Lead
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Manager of Technical Assembly, the Manufacturing Team Lead is responsible for leading daily production activities to ensure the safe, efficient, and high-quality…
Added 3 mins ago
GT
Sustainment Engineer (Integrated Logistics Support)
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Program Manager, the Sustainment Engineer (ILS) will be responsible for planning, developing, and delivering Integrated Logistics Support (ILS) solutions that ensure our…
Added 3 mins ago
GT
Technical Writer
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…in regular development and performance discussions with your manager, have access to an online learning platform, and benefit from mentoring programs designed to strengthen your skills and…
Added 3 mins ago
GT
Field Service Technician
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…in regular development and performance discussions with your manager, have access to an online learning platform, and benefit from mentoring programs designed to strengthen your skills and…
Added 3 mins ago
GT
Manufacturing Assembler
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…in regular development and performance discussions with your manager, have access to an online learning platform, and benefit from mentoring programs designed to strengthen your skills and…
Added 3 mins ago
GT
Mechanical Technician
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Manager of Technical Assembly and Technology, the Mechanical Technician plays a hands‑on role in the assembly and testing of complex electro‑mechanical and electro‑acoustic…
Added 3 mins ago
GT
System Safety Engineer
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Manager of Systems Engineering, the System Safety Engineer will play a key role in strengthening and evolving GeoSpectrum’s system safety practices. In this role, you will…
Added 3 mins ago
GT
Systems Engineer
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Manager of Systems Engineering, the Systems Engineer at our sonar engineering facility plays an integral role from the outset of the program. This position is responsible…
Added 3 mins ago
TE
Communications Advisor
TC Energy
Calgary, AB
- Full-time
Reporting to the Senior Manager of Canadian Business Communications, the Communications Advisor will focus primarily on internal communications that help employees connect their work to…
Added 3 mins ago
B
Branch Manager
BMO
Calgary, AB
- Full-time
Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
Added 3 mins ago
Project Coordinator
E.S. FOX LIMITED
Hamilton, ON
Reporting to the Area Manager, the Project Coordinator is responsible for the coordination of projects including but not limited to the complete administration of contracts and contractual…
Added 3 mins ago
Construction Manager
E.S. FOX LIMITED
Hamilton, ON
Our office in Hamilton, ON, is looking for a Construction Manager to join our team.
Added 3 mins ago
Senior Financial Systems Analyst, Governance
Trans Mountain
Calgary, AB
Successful completion of bachelor’s degree in a related field and a Chartered Professional Accountant (CPA) designation would be preferred
Added 4 mins ago
A
Information Governance & Knowledge Management Analyst
AESO
Calgary, AB · KPMG Tower
- Full-time
…administration, knowledge management, computer science, or a related field. Equivalent education and experience may be…
Added 18 mins ago
E
Wellness Manager
E4C
AB · Edmonton, AB
- Full-time
As a Wellness Manager, you will work under the direction of the Site Manager to build authentic connections and foster trust with residents in a supportive housing environment. Serving…
Added 18 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 18 mins ago
WI
HSE Site Representative
WSP in Canada
Winnipeg, MB
- Full-time
This field-based role will support remediation projects and ice road construction in the Northwest Territories. Working as part of the WSP field team and reporting to the Project Manager,…
Added 18 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 18 mins ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Fonthill, ON
- $18.42 to $27.02 CAD / hour
- Full-time
Current enrolment or graduation from a college diploma program in a related field an asset
Added 18 mins ago
T
Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
Post-Secondary or Undergraduate degree (in related field) preferred

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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