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Added 2 mins ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The BDR owns the full sales cycle for SMB employers - from prospecting through hiring and early retention - and carries a quota for both employment outcomes (job starts) and meetings booked…
Added 32 mins ago
TH
Department Supervisor Full-Time - 7052 Regina
The Home Depot Canada
Regina, SK
- Full-time
Health and Dental Benefits for Full Time associates
Added 48 mins ago
S
Stage Experience Lead - Full Time
sephora.com
London, ON
- $22.2 to $26.1 CAD / hour
- Full-time
The Stage Experience Lead - Full Time will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or…
Added 2 hours ago
GC
Manager, Business Development - Atlantic Canada
Giffen Consulting
St. John's, NL
- Full-time
Giffen Consulting Ltd. (Giffen) is looking for an experienced Manager, Business Development - Atlantic Canada to join our already accomplished Business Development team. This is starting as…
Added 3 hours ago
CR
Office Manager
COGIR Real Estate
Ottawa, ON
- Full-time
…mentorship. Their expertise and insights will help you reach your full potential as an Office…
Added 3 hours ago
CC
Advertiser Account Manager
Creative Clicks
Toronto, ON
- Full-time
YepAds | Markham, Ontario | Hybrid | Full-time
Added 3 hours ago
FOH Keyholder
Fire & Flower Inc.
Victoria, BC
Full Time Keyholder FOH (Front of House) – Job Description
Added 3 hours ago
S
Stage Experience Lead - Full Time
sephora.com
Langford, BC
- $22.85 to $28.55 CAD / hour
- Full-time
The Stage Experience Lead - Full Time will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or…
Added 3 hours ago
GD
Parts Counter Sales Representative
Green Diamond Equipment
Summerside, PE
- Full-time
We’re looking for a motivated and customer focused Parts Counter Sales Representative to join our Summerside, PEI location.
Added 4 hours ago
J
Named Account Manager-Enterprise
Jobgether
Canada
- Full-time
…networks, and digital infrastructure worldwide. As a Named Account Manager – Enterprise, you will drive revenue growth by developing strategic customer relationships, acquiring new…
Added 4 hours ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Broderick, SK
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…
Added 4 hours ago
L
Licensed Assistant Manager Winnipeg MB, LensCrafters
LensCrafters
Winnipeg, MB
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 4 hours ago
NF
Grocery Department Manager Full Time Day
No Frills
Calgary, AB
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 4 hours ago
SH
Assistant Manager II
Sunglass Hut
Vaughan, ON
- Full-time
Spends a majority of the time on the sales floor.
Added 4 hours ago
L
Licensed Assistant Manager Brampton, ON-LensCrafters
LensCrafters
Brampton, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 5 hours ago
J
Manager, Vendor Relations
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Vendor Relations based in Canada.
Added 5 hours ago
DG
Chef gestionnaire / Chef manager
Dexterra Group
Montreal, QC
- Contract
…across the entire continent North America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer…
Added 5 hours ago
MN
Regional Manager
Mosaic North America
AB · Edmonton, AB
- Full-time
The Regional Manager will lead and develop a high-performing team of District Managers across the assigned region, ensuring strong program execution, exceptional client service, and…
Added 5 hours ago
GD
DYNAMITE - Assistant Manager - Carrefour de L'Estrie
Groupe Dynamite, Inc Garage
Sherbrooke, QC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 5 hours ago
Community Relations Director
Amica Senior Lifestyles
Toronto, ON · GTA, Ontario
You will work with the General Manager and corporate marketing team to develop and implement marketing and sales plans. As the Community Relations Director you will research, plan, budget…
Added 5 hours ago
Community Relations Director
Amica Senior Lifestyles
Hamilton, ON
You will work with the General Manager and corporate marketing team to develop and implement marketing and sales plans. As the Community Relations Director you will research, plan, budget…
Added 6 hours ago
EG
Sales Manager
EESS Global - Canada
Langley (District), BC · Langley, BC
- Full-time
The Sales Manager will lead sales activities for security and surveillance solutions, focusing on generating new business and expanding existing accounts in Langley, BC. This full-time,…
Added 6 hours ago
EV
Project Engineer
Edwards Vacuum
Bolton, ON
- Full-time
…negating the application of liquidated damages. Close liaison with Sales, Project Lead and Contracts manager will be required to achieve…
Added 6 hours ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 7 hours ago
RP
Leasing Manager
Royal Premier Homes
London, ON
- Full-time
As Leasing Manager, you'll own leasing performance for our student-focused residential communities, from first lease-up through every renewal cycle after that. You know the academic-year…

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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