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Added 6 mins ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
…croissance. Vous les aiderez à bâtir une entreprise offrant des services financiers globaux, dont des produits d’assurance-vie et d’assurance-santé et des produits de gestion de patrimoine.…
Added 7 mins ago
PA
Financial Services Specialist
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
This is not a traditional in-dealership F&I Manager position. The Financial Services Specialist will primarily conduct scheduled customer consultations by phone and video, presenting…
Added 7 mins ago
PA
Lease Portfolio Manager
Pfaff Automotive Partners Inc.
Woodbridge, ON
- Full-time
Woodbridge Hyundai is in search of a Lease Portfolio Manager to take the wheel and steer our dealership to new heights. We are part of North America's largest automotive retailer, Lithia…
Added 7 mins ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
F&I, automotive finance, or financial services experience is strongly preferred.
Added 7 mins ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Calgary, AB · Ottawa, ON · Toronto, ON · Montreal, QC
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 7 mins ago
CS
Manager, Strategic Initiatives - Energy Systems Standards (Petroleum & Natural Gas / Nuclear)
Canadian Standards Association
Calgary, AB
- $116,230 to $152,555 CAD / year
- Full-time
Identify and advance opportunities for new research, standards, advisory services, education, and other standards-related products by monitoring external and internal developments. Define…
Added 7 mins ago
CS
Manager, Supply Chain Operations and Analytics
Canadian Standards Association
Toronto, ON
- $100,890 to $132,416 CAD / year
- Full-time
The Manager, Supply Chain Operations and Analytics, is responsible for supporting procurement operations through data analysis, reporting, supplier governance, travel and expense program…
Added 37 mins ago
B
Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
We are building the future of financial services for the 12+ million individual landlords and real estate investors who own over 25 million homes in the United States. Our mission is to…
Added 37 mins ago
GD
Growth Manager - Canadian Market
General Dynamics Land Systems–Canada
London, ON
- Full-time
We are looking for a passionate Canadian Market Growth Manager to lead market expansion; form strong relationships with senior government representatives; deliver innovative, differentiated…
Added 37 mins ago
AU
Service Manager
Allied Universal
Calgary, AB
- $54,600 to $59,400 CAD / year
- Full-time
We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 37 mins ago
T
Credit Analyst I
TD
Vancouver, BC
- Full-time
…Banking, Private Trust, Wealth Insurance and Wealth Advisory…
Added 52 mins ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
Toronto, ON
- Full-time
Senior Manager Operational Risk / IT Risk and Compliance is responsible for supporting the management of Operational Risk and Technology / Cyber Risk supporting the broader Payments…
Added 1 hour ago
N
Growth Operations Manager
nesto
Montreal, QC
- Full-time
…true Canadian champion in lending technology and financial…
Added 1 hour ago
J
Intermediate Recruiter - Edmonton
Jardeg
AB · Edmonton, AB
- Full-time
…complex projects across Canada. From HR and recruitment to finance and business services, we connect people with passion and…
Added 1 hour ago
B
Head of Supply Chain - Canada
Beiersdorf
Montreal, QC
- Full-time
…Ensure sound assumptions aligned with Sales, Marketing and Finance. Own Supply Chain's S&OP contribution, presenting demand and supply risks, capacity constraints, inventory and cost…
Added 1 hour ago
B
Facility Manager III
BGIS
Toronto, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 1 hour ago
G
Senior Project Controls Specialist - Infrastructure
Graham
Toronto, ON
- Full-time
…Infrastructure Division. Reporting to the Senior Project Controls Manager, this role defines and documents processes, provides strategic support to project teams and monitors risks to…
Added 1 hour ago
B
Finance Manager
BGIS
Markham, ON
- Full-time
Finance Manager is accountable for financial reporting, financial planning and analysis, process development and internal control adherence for a large CBG. The candidate should have a…
Added 1 hour ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for a Branch Manager. Are you searching for new possibilities?
Added 1 hour ago
T
Insights & Analytics Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Insights & Analytics provides commercial decision support to the Canadian commercial organization, turning commercial, CRM, omnichannel, market, and customer data into insight…
Added 1 hour ago
A
Senior IT Auditor
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager, Technology Internal Audit the Senior IT Internal Auditor is responsible for facilitating a systematic and ongoing internal evaluation of risk management, internal…
Added 1 hour ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
…This is an on-site position. You will report to the Shared Services AP Manager and will work as part of a team in a fully automated, full-cycle accounts payable role. If you are a…
Added 1 hour ago
LM
Dermatologist
Lacroix Médecine Privée
Dollard-Des Ormeaux, QC
- Full-time
Experts in human resources, medical recruitment, information technology, legal affairs, marketing, finance, and Customer service
Added 1 hour ago
GO
IT Investment Planning & Financial Strategy Manager
Government of Manitoba
Winnipeg, MB
- Full-time
The IT Investment Planning and Financial Strategy Manager leads a team of Business Analysts responsible for financial and investment analysis, business case development, and portfolio…
Added 1 hour ago
VC
Right of Way Project Controls Administrator
Valard Construction
AB · Edmonton, AB
- Full-time
Reporting to the Manager, RoW Project Controls & Estimating, we are seeking a detail-oriented project controls professional to work closely with our field, lands, permitting and GIS teams…

BMO

Financial Planner

Brandon, MB, Canada

Full-time

Apply About employer

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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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