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Added 8 mins ago
B
Pharmacist
Brunel
Lethbridge, AB
- Full-time
…Alberta. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for, but not limited to, ensuring that all prescriptions are dispensed accurately and…
Added 8 mins ago
TH
Manager Payroll and Benefits
Tim Hortons® Foundation Camps
ON · Saint George, ON
- Full-time
The Manager, Payroll and Benefits leads accurate, timely biweekly payroll processing for employee groups across Canada and the United States while ensuring compliance with applicable…
Added 8 mins ago
B
Community Residential Manager
Boardwalk
AB · Edmonton, AB
- Full-time
Interested applicants are invited to submit a cover letter and resume. If applying for a location you do not currently reside in, please specify if you are planning to relocate and the…
Added 8 mins ago
D-
Production Associate
DLF - BV
Surrey, BC
- Full-time
Report quality issues to the Production Supervsisor or Warehouse Manager as needed.
Added 8 mins ago
SB
Production Worker, Star Building Matetrials
Star Building Materials Winnipeg
Winnipeg, MB
- Full-time
Production Workers work within the guidelines set by management, working closely with the Lead Hand/Table Captain and Production Manager.
Added 8 mins ago
TG
Custodian - Temporary Full-Time (Until March 31, 2027 with the possibility of extension)
The Gathering Place
St. John's, NL
- Full-time
- Temporary
Perform general cleaning tasks and any other custodial duties as directed by the Manager of Facilities or designate.
Added 8 mins ago
ON
Motor Coach Operator Trainer
Ontario Northland
North Bay, ON
- $83,538 to $98,280 CAD / year
- Full-time
Added 8 mins ago
P
68-26 Casual Counsellor ABI
Pathways
Greater Napanee, ON · Napanee, ON
- Part-time
Location: Web 5 Search Area: Pathways Schedule: Rotational B
Added 8 mins ago
LC
Personal Support Worker_FT-Perm
LOFT Community Services
Toronto, ON
- $53,776 to $55,109 CAD / year
- Full-time
Location: Toronto, ON - Toronto East Seniors Services - Kingston Road
Added 8 mins ago
CM
Internal/External Posting - Administrative Assistant
Canadian Mental Health Association Lambton Kent
Chatham-Kent, ON · Chatham, Ontario
- Part-time
Reporting to the Manager of Integrated Client Services, the incumbent will be responsible for the following functions:
Added 8 mins ago
JE
Automation Systems Designer - Mechanical
Johnson Electric
Ancaster, ON · Canada Ancaster - Automation Group Canada (General)
- Full-time
Communicating design changes to the GAA team or respective manager.
Added 8 mins ago
Assistant Store Manager Winners Swift Current
The TJX Companies, Inc.
Swift Current, SK
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 23 mins ago
LE
Builder Project Sales Manager - Home Appliance / Single Family Builder
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
Work Location: North York Office - 20 Norelco Drive, North York, ON M9L 2X6
Added 23 mins ago
TS
Senior Property Manager, Residential
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
Added 23 mins ago
S
Senior Manager, Quality Assurance and Financial Crime Operations – Canada
Sunlife
Toronto, ON
- Full-time
The Senior Manager, Quality Assurance and Financial Crime Operations is a senior individual contributor role within Canada Financial Crime Compliance, reporting to the Director, Financial…
Added 23 mins ago
GT
MS SQL Database Administrator
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $65 to $75 CAD / hour
- Contract
Interview process: maximum 2 rounds of technical interviews with hiring manager and team members; first round via MS Teams, second round in person on a Tuesday, 2:00 PM – 4:00 PM ideally
Added 23 mins ago
MN
Citizen Support Worker
Métis Nation-Saskatchewan
Beauval, SK
- Part-time
…three times per month, or as directed by your Supervisor or…
Added 23 mins ago
CR
Property Administrator Contract
CT REIT
Toronto, ON
- Full-time
day administrative support. Reporting to the Property Manager the incumbent is responsible for a
Added 23 mins ago
A
Senior Strategic Account Manager
AT&T
Toronto, ON
- Full-time
We’re hiring for a Senior Strategic Account Manager who will drive revenue growth by developing and executing comprehensive account strategies, selling assigned products and services,…
Added 23 mins ago
CT
CONSTRUCTION MANAGER – CONSTRUCTION ADMINISTRATION
Construction Talent Inc.
ON · Ontario, Canada
- Full-time
WE’RE HIRING: CONSTRUCTION MANAGER – CONSTRUCTION ADMINISTRATION
Added 23 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 23 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 23 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 23 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 23 mins ago
WC
Full Time Staff Pharmacist - Courtenay - Campbell River
Walmart Canada
Courtenay, BC
- Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…

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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