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Added 12 mins ago
CO
Engineering Design Technologist
City of Belleville
Belleville, ON
- $32.19 to $37 CAD / hour
- Full-time
Reporting to the Senior Project Manager - Design, the Engineering Design Technologist position is responsible for AutoCAD Civil 3D drawing preparation and working with surveying and design…
Added 12 mins ago
M
Manager, Valuations
MNP
Winnipeg, MB
- Full-time
Make an impact with our Valuations team as a Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies qualitative…
Added 12 mins ago
C
Compliance Manager - KYC
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Compliance Manager KYC within our Compliance division. This position falls under our Cross-Border line of business and is located in Toronto, Canada.…
Added 12 mins ago
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Assistant Manager - Food and Beverage
Marriott
Edmonton, AB
- Full-time
Follows property specific second effort and recovery plan.
Added 28 mins ago
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Customer Service Representative
BMO
Toronto, ON
- Part-time
Added 28 mins ago
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Credit Analyst, Commercial Banking
BMO
Vancouver, BC · FBT
- Full-time
…financing, commercial mortgages, development loans, and investment property financing to builders, developers, and real estate investors across Canada. With dedicated industry expertise and…
Added 28 mins ago
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Manager, Salesforce Innovation & Enablement
BMO
Toronto, ON · BMOPLACE
- Full-time
The Manager, Salesforce Innovation & Enablement is required to maintain and manage core responsibilities related to all salesforce innovations to support business growth including marketing…
Added 28 mins ago
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Lease Accountant (Contract)
LCBO
Toronto, ON
- Full-time
Reporting to the Senior Manager, Real Estate Administration & Analysis, the Lease Accountant is responsible for the accurate accounting, reporting, and financial administration of the LCBO…
Added 28 mins ago
CO
Development Officer - Full-Time Term
City of Lloydminster
Lloydminster, AB
- $44.48 CAD / hour
- Full-time
Reporting to the Manager, Planning, the Development Officer administers the City’s Land Use Bylaw by reviewing applications, providing recommendations, and rendering decisions as the…
Added 28 mins ago
LS
Shift Leader
Lucky Strike Entertainment
Brampton, ON
- Part-time
…Association, the major league of bowling and a growing media property that boasts millions of fans around the globe. For more information on Lucky Strike Entertainment, please visit…
Added 28 mins ago
GH
Guest Experience Ambassador
Glenhill Hotel
Toronto, ON
- Full-time
The property features 23 luxury guest rooms and suites, as well as dedicated spaces for community and private gatherings. While the hotel includes event and catering facilities, the primary…
Added 28 mins ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
…municipalities, helping communities navigate the complexities of property tax arrears with confidence, accuracy, and efficiency. Since 1996, we have supported more than 300 municipalities,…
Added 57 mins ago
Sr. Manager, Leak Detection
Chemelex
Edmonton, AB
Champion intellectual property development, ensuring documentation of insights, designs, technical observations, and IP disclosures (Chemelex retains ownership of any co-developed IP).
Added 57 mins ago
FC
Claims Adjuster, Accident Benefits
First Canadian Financial Group
Sherwood Park, AB
- Full-time
Reporting to the Claims Manager, you’ll investigate and manage Section B claims while delivering exceptional service to our customers. This is a 2-year fixed-term opportunity focused on…
Added 57 mins ago
TC
Controller
The Clayfield, part of the Unbound Collection by Hyatt
Niagara-on-the-Lake, ON
- $100,000 to $120,000 CAD / year
- Full-time
…transparency across both operations. Reporting to the General Manager, this role oversees accounting, financial reporting, budgeting, forecasting, cash management, and internal controls,…
Added 57 mins ago
IR
Commercial Property Manager
Impact Recruitment
Toronto, ON
- Full-time
Are you a Commercial Property Manager or a Commercial PMA/ Junior Property Manager looking to take the next step up in your career? One of our family-run owner operator clients are looking…
Added 57 mins ago
IH
Business Development Manager
Inspired HR Ltd
Calgary, AB
- Full-time
Inspired HR is proud to partner with The Urban Painter in hiring for their newly created Business Development Manager.
Added 1 hour ago
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Customer Service Representative
BMO
Ingersoll, ON
- Part-time
Added 1 hour ago
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Business Technology Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 1 hour ago
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Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help…
Added 1 hour ago
CR
Railcar Loader
Cando Rail & Terminals
Fort Saskatchewan, AB
- Full-time
Promptly reporting all safety, equipment, and track problems to the Team Lead and/or Manager
Added 1 hour ago
CR
Railcar Loader
Cando Rail & Terminals
Edmonton, AB
- Full-time
Promptly reporting all safety, equipment, and track problems to the Team Lead and/or Manager
Added 1 hour ago
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
Added 1 hour ago
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Financial Planner
BMO
Williams Lake, BC
- Full-time
…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…
Added 1 hour ago
Visual Identity Manager
Cronos Group Inc.
Canada
The Visual Identity Manager, reporting to and partnering with the Director of Design, defines and oversees assigned brand(s) design-related initiatives to support overall visual standards…

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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