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Added 11 mins ago
P&
Food Safety & Quality Assurance Compliance Manager
Parrish & Heimbecker, Limited
Cambridge, ON
- Full-time
Serve as the primary subject matter expert for domestic and international food regulations, ensuring policies, procedures, labels, and product claims remain compliant.
Added 11 mins ago
JR
Head Sous Chef / Assistant General Manager
JOEY Restaurant Group
Toronto, ON
- Full-time
…strategic planning goals while upholding the highest standards in product, profit, environment and…
Added 11 mins ago
BG
Sales Coordinator
Brandt Group of Companies
Oro, ON
- Full-time
Coordinate with the sales team to maintain up-to-date inventory lists and ensure product availability for customer demands.
Added 11 mins ago
C
Temporary Sales Support Associate
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AB · Edmonton, AB
- Part-time
…floor. Accurate and effective work, supporting the flow of product from the moment of receipt through the point of sale is essential to this…
Added 11 mins ago
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Growth Operations Manager
nesto
Montreal, QC
- Full-time
Help generate and prioritize a growth roadmap and interface with our Product and Technology teams
Added 11 mins ago
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Head of Supply Chain - Canada
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Montreal, QC
- Full-time
…aligned with country and North America priorities. Oversee product availability, order fulfilment, warehousing, transportation and finished goods inventory, balancing service, cost, working…
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Stagiaire Développeur de Logiciels
Ericsson
Montreal, QC
- Full-time
Stagiaire Développeur de Logiciels - Software Developer Intern
Added 11 mins ago
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Temporary Fashion Associate - Pen Centre
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St. Catharines, ON
- Part-time
Use product knowledge and current promotions to drive add-on sales and support store performance.
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Method Technician - Finishing
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Mirabel, QC
- Full-time
Ensure mastery of the product-process pair while respecting SQCD objectives:
Added 11 mins ago
M
Sales Consultant
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- Volunteer
Added 11 mins ago
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Product Support Expert
Meltwater
Toronto, ON
- Full-time
Are you ready to embark on the exciting role of Product Support Expert at Meltwater? We're seeking dedicated individuals like you to join our dynamic team and elevate our customer…
Added 11 mins ago
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TW - Sales Manager - Gérant.e des ventes
Traction Heavy Duty Parts
Mississauga, ON
- Full-time
Work with Traction Regional Management and Distribution Center Management to develop, plan and implement programs, promotions, product launches and training programs
Added 11 mins ago
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Fashion Associate (Part time) - RW&CO
RW&CO
Abbotsford, BC
- Part-time
Use product knowledge and current promotions to drive add-on sales and support store performance.
Added 11 mins ago
PB
Manager, Product Development
Pacific Blue Cross
Burnaby, BC
- Full-time
…continuing to strengthen how we manage, optimize, and grow our product offerings to deliver greater value for our members, clients, and…
Added 11 mins ago
C
Temporary Sales Support Associate
Coach
Ottawa, ON
- Part-time
…floor. Accurate and effective work, supporting the flow of product from the moment of receipt through the point of sale is essential to this…
Added 11 mins ago
AC
Scrum Master
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Markham, ON
- Internship
Coach the team and Product Owner. Reinforce Scrum accountabilities, Agile principles, effective backlog management, prioritization, acceptance criteria, and sustainable ways of working.…
Added 11 mins ago
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Client Ambassador (FT) - Scarborough Town Centre
Hillberg & Berk
Toronto, ON · Scarborough, ON
- Full-time
…about the future of delighting our customers, innovating our product, growing our business along with our people and empowering women in the process. If you have a learning mindset, would…
Added 12 mins ago
Line Cook
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Complete line checks to ensure that enough product is prepared and kept ready for service
Added 12 mins ago
Senior Insurance Advisor (Moose Jaw, SK)
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Added 26 mins ago
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Seasonal Guest Experience Lead | Banff Avenue
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- Full-time
…connecting, and being well. We owe our success to our innovative product, emphasis on stores, commitment to our people, and the incredible connections we make in every community we're in.…
Added 26 mins ago
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Reception Associate - OpenRoad Audi Boundary
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Direct customers to the correct department or personnel, notify the appropriate Product/Service Advisor that a customer is waiting, or introduce the customers to advisor.
Added 26 mins ago
VM
Sr Full Stack Engineer
Vivid Machines
Toronto, ON
- Full-time
As a Senior Full Stack Developer, you will own the software that sits between our cameras in the field and the people who rely on them: the applications our team and customers use to run…
Added 26 mins ago
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Learning & Development Manager
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Toronto, ON · CAN - Toronto Head Office
- Full-time
…academies, frameworks, and standards (e.g., Sales Academy, product launch training, selling models) so they are relevant for Canadian teams and meet Canadian compliance…
Added 26 mins ago
S
Business Analyst III
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- Full-time
Collaborate closely with IT Solution Architects, Product and Data Owners, Developers, and Business Leaders.
Added 41 mins ago
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Int./Sr. Naval Architect Technologist
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St. John's, NL · Greater St. John's Metropolitan Area
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Develop 3D product models for ship structures in ShipConstructor for both new construction and refit projects.

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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