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Added 4 mins ago
CL
Director, Learning & Development, Operations
Canada Life
Winnipeg, MB
- Full-time
…governance, workforce planning, learning platforms, operational services, measurement, financial management and vendor governance. Your leadership will make it easier for partners to engage…
Added 4 mins ago
BS
Guidewire Developer
Brainhunter Systems Ltd
Toronto, ON
- Contract
Rate Cap: Up to $90/Hr. (on Incorp). The final compensation will be negotiated between the contractor and recruiter based on experience and engagement terms.
Added 4 mins ago
CL
Director, Learning & Development, Operations
Canada Life
London, ON
- Full-time
…governance, workforce planning, learning platforms, operational services, measurement, financial management and vendor governance. Your leadership will make it easier for partners to engage…
Added 4 mins ago
CL
Director, Learning & Development, Operations
Canada Life
Toronto, ON
- Full-time
…governance, workforce planning, learning platforms, operational services, measurement, financial management and vendor governance. Your leadership will make it easier for partners to engage…
Added 4 mins ago
CL
Director, Learning & Development, Operations
Canada Life
Montreal, QC
- Full-time
…governance, workforce planning, learning platforms, operational services, measurement, financial management and vendor governance. Your leadership will make it easier for partners to engage…
Added 19 mins ago
R
Vice President, Global Investment Banking (Syndicated & Leveraged Finance)
RBC
Toronto, ON
- Full-time
RBC Capital Markets is a part of the Royal Bank of Canada, one of the largest providers of financial services in the world with a purpose-driven, principles-led approach to delivering for…
Added 19 mins ago
T
Quality Engineer II
TD
Toronto, ON
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 19 mins ago
T
Senior Personal Banker - Home Borrowing | Vaudreuil
TD
Vaudreuil-Dorion, QC
- Full-time
Certificate in Financial Services Advice (CFSA) within 6 months of start date
Added 19 mins ago
T
Product Owner I
TD
Toronto, ON
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 34 mins ago
B
Senior IT Audit Manager
BMO
Toronto, ON · FCP
- Full-time
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Added 34 mins ago
B
Change Delivery Manager
BMO
Toronto, ON · FCP
- Full-time
Analyzes the scope of change to determine people, process, financial, technology, risks & other impacts.
Added 34 mins ago
Senior Operations Associate, 12-month contract
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 34 mins ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
…relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
T
Personal Banking Associate - Le Plateau-Mont-Royal (18.75 hours)
TD
Montreal, QC
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 hour ago
T
Director Credit Execution, Commercial National Accounts
TD
Toronto, ON
- Full-time
…Canadian businesses by delivering a broad range of customized financial solutions. The Financial Institutions team is an industry-leading group focused on providing best-in-class products…
Added 1 hour ago
T
Data Scientist III
TD
Toronto, ON
- Full-time
Experience in financial services, particularly Canadian Personal Banking and/or Wealth.
Added 1 hour ago
T
Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 hour ago
T
Financial Planner-Okotoks
TD
Okotoks, AB
- Full-time
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing…
Added 1 hour ago
T
Personal Banking Associate - Guy & Sainte Catherine (30 hours)
TD
Montreal, QC
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 hour ago
T
Regional Manager, Private Banking
TD
Barrie, ON
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 hour ago
T
Personal Banking Associate Trainee - Montreal-Est
TD
Montreal, QC
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 1 hour ago
C
Java Developer Lead Analyst - Vice President
Citi
Mississauga, ON
- Full-time
Access to Citi's AI tools and emerging technologies, keeping you at the forefront of innovation in financial services engineering.
Added 1 hour ago
B
Financial Planner
BMO
Brandon, MB
- Full-time
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…
Added 1 hour ago
B
Lead Cloud Software Developer - (AWS / AI / Real Time Payment Systems)
BMO
Toronto, ON · BMOPLACE
- Full-time
…security, resiliency, and operational excellence within a regulated financial services…
Added 1 hour ago
E
Office Manager
Extendicare
Thunder Bay, ON · ParaMed Admin Office - NW (Cumberland St.)
- Full-time
…comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide more details about our total rewards offerings…

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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