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Added 9 mins ago
T
Senior Manager, Executive Communications
TD
Toronto, ON
- Full-time
…may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Personal Banker Trainee
TD
Gander, NL
- Full-time
…may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
SL
Digital Graphic Designer
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- Full-time
Document and communicate process improvements, identified efficiencies and key project details.
Added 9 mins ago
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Electrical Designer
WSP
Ottawa, ON
- Full-time
…business or organizational needs. The wage range provided in this job posting may be subject to change for business…
Added 9 mins ago
C
Analyst, Trade Control
CIBC
Toronto, ON
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of…
Added 9 mins ago
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Sr. AML Analyst, Sanctions - 6 Month Contract
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Toronto, ON
- Full-time
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
Added 9 mins ago
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Senior Consultant, Regulatory Compliance Management
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Toronto, ON
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of…
Added 9 mins ago
C
Financial Services Representative
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Toronto, ON
- Full-time
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
Added 9 mins ago
C
Production Support Co-op (Winter 2027), Enterprise Technology & Business Management
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You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
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Branch Manager
BMO
Calgary, AB
- Full-time
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Sales Coordinator
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Sherbrooke, QC
- Full-time
…equal to 10 pounds without assistance. Perform other reasonable job duties as requested by…
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Shipper-Receiver evg
Bureau Veritas
Bedford, NS
The right bottle. The right label. The right delivery. Reliable laboratory work depends on getting those details right before testing begins. If you enjoy hands-on work, organized…
Added 9 mins ago
Field Operations Associate II - Prince Rupert, BC
Grainger Businesses
Burnaby, BC · Prince Rupert, BC
…this role at the time of this posting based on the assigned job grade. Actual compensation will vary depending on factors such as geographic work location, relevant experience and…
Added 9 mins ago
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Retail Sales Leader (Island of Montreal) - Pet Nutrition
Mars
Montreal, QC · BOL-Mars Canada Inc.
- Full-time
Maintain accurate data (customer details, survey records, follow-ups, etc.) in the field sales data collection software.
Added 9 mins ago
Environmental Project Manager, Transportation & Municipality Specialist
WSP
Calgary, AB
…business or organizational needs. The wage range provided in this job posting may be subject to change for business…
Added 24 mins ago
WI
HSE Site Representative
WSP in Canada
Winnipeg, MB
- Full-time
Develop, review and maintain project-specific health and safety documentation, including H&S programs, emergency response plans, work plans and Job Safety Analyses (JSAs).
Added 24 mins ago
PH
Personal Support Worker
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Sault Ste. Marie, ON
- Part-time
…and long-term career growth. Your recruiter can provide more details about our total rewards offerings during the hiring…
Added 24 mins ago
PH
Personal Support Worker - Killarney, Ontario
ParaMed Home Health Care
Killarney, ON
- Part-time
…and long-term career growth. Your recruiter can provide more details about our total rewards offerings during the hiring…
Added 24 mins ago
PH
Personal Support Worker
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Sturgeon Falls, ON
- Part-time
…and long-term career growth. Your recruiter can provide more details about our total rewards offerings during the hiring…
Added 24 mins ago
UO
Enrolment Services Advisor (Recurring Part-time)
University of Calgary
Calgary, AB
- Part-time
Summary of Key Responsibilities (job functions include but are not limited to):
Added 24 mins ago
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Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
…may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 24 mins ago
UO
Clinical Research Coordinator, Clinical Neurosciences
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Calgary, AB
- Full-time
Summary of Key Responsibilities (job functions include but are not limited to):
Added 24 mins ago
CG
People Business Partner
Credit Genie
Toronto, ON
- Full-time
Here are some highlights of our benefits and perks offerings, feel free to ask your recruiting partner for more details on our comprehensive offering for employees.
Added 24 mins ago
RP
Temporary Customer Service Representative (Weekends) - Manulife Centre
Reimagined Parking
Toronto, ON
- $19.92 CAD / hour
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Accurately enter and maintain customer data, payment details (credit card and pre-authorized payments), and account notes
Added 24 mins ago
UO
Enrolment Services Advisor
University of Calgary
Calgary, AB
- Full-time
Summary of Key Responsibilities (job functions include but are not limited to):

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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