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Added 14 mins ago
SP
Senior Sales Director - Aerospace and Defence
Solace Power
Mount Pearl, NL
- Full-time
The Senior Sales Director – Aerospace & Defence will lead Solace Power’s sales and business development activities across the aerospace and defence market. This role is responsible for…
Added 14 mins 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 44 mins ago
MI
Line Manager
Mondelēz International
Toronto, ON
- Full-time
Join our Mission to Lead the Future of Snacking. Make It With Pride.
Added 58 mins ago
CU
Senior Ecommerce Specialist
CHEIL USA
Mississauga, ON
- $65,000 to $75,000 CAD / year
Responsible for the relationship between the e-Commerce team and other internal stakeholders (Marketing, PM, Legal, SES), to lead go-to-market strategies for new product launches and…
Added 58 mins ago
M
Marketing Manager, Member Marketing & Growth
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Marketing Manager plays a critical role in driving member engagement and utilization across the Group Benefits portfolio. Reporting to the Director, Member Marketing & Growth, this role…
Added 1 hour ago
JH
Assistant District Manager
Jackson Hewitt Tax Service Inc.
Vancouver, BC
- Full-time
…energetic and motivated Assistant District Manager (ADM) to help lead multiple tax office locations throughout the Greater Charlotte…
Added 1 hour ago
LI
Software Developer
Lotus IT Solutions
Enterprise, ON
- Contract
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Added 1 hour ago
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S M Software Solutions Inc
Toronto, ON
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Added 1 hour ago
RP
Leasing Manager
Royal Premier Homes
London, ON
- Full-time
Lead lease-up and renewals: Plan and carry out leasing strategies built around the academic calendar for Western University and Fanshawe College, including pre-leasing, renewal campaigns…
Added 1 hour ago
LI
Software Developer - CRM - Intermediate
Lotus IT Solutions
Toronto, ON · Greater Toronto Area, Canada
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Experience with Siebel modules such as Public Sector CRM, Contracts, Lead Management, Partner, Public Sector Partner Portal, Campaign Management, Marketing, Resource Manager, and Public…
Added 1 hour ago
WR
Account Executive
WOW Recruitment
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
…brands, this business sits at the intersection of technology, marketing, and creative operations, helping enterprise clients scale advertising campaigns faster, smarter, and more…
Added 1 hour ago
LP
CPSAR Student Research Assistants
Lethbridge Polytechnic
Lethbridge, AB
- Internship
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Added 1 hour ago
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Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 2 hours ago
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Director, Brand
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
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Montreal, QC
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Added 2 hours ago
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Sr. Staff Technical Program Manager - Ads (Canada )
Shopify
Canada
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Added 2 hours ago
RB
Senior Director, Mid-Market Leveraged Finance
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Vancouver, BC
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Lead in the preparation and presentation of marketing pitches to existing and potential clients
Added 2 hours ago
D
Chef gestionnaire / Chef manager
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Montreal, QC
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Proposer des suggestions sur les stratégies marketing pour aider à stimuler les ventes et à améliorer les revenus ;
Added 2 hours 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
…functional teams including Education, Research, Advisory Services, Marketing, and Finance. Prepare associated proposals and funding…
Added 2 hours ago
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Organizational Lead - Communications
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Added 3 hours ago
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Franchise Success Partner
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Added 3 hours ago
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Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
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You'll report to the Head of Product and work closely with Co-founders, Engineering, Design, Marketing, Partnerships, and other teams across Baselane.
Added 3 hours ago
D
Product Owner, Product management
Desjardins
Montréal-Ouest, QC
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Added 3 hours ago
GC
Senior Hydrogeologist
GEI Consultants, Inc.
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Lead the preparation of technical reports, analyses, impact assessments, and studies in accordance with federal, provincial, and municipal regulations, including:
Added 3 hours ago
GD
Growth Manager - Canadian Market
General Dynamics Land Systems–Canada
London, ON
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You will lead the Canadian market growth plan, driving opportunities from early shaping activities through to capture to achieve operating plan commitments (orders) and expand GDLS’…

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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