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Third Key Holder Visual
Ardene
Ottawa, ON
- Full-time
Overseeing all store operations including: opening and closing procedures, store cleanliness, re-stocking and merchandising, customer service and supervision of the team.
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Third Key Holder Visual
Ardene
Ottawa, ON · Kanata, ON
- Full-time
Overseeing all store operations including: opening and closing procedures, store cleanliness, re-stocking and merchandising, customer service and supervision of the team.
Added 13 mins ago
A
Third Key Holder
Ardene
Ottawa, ON · Kanata, ON
- Full-time
…procedures, store cleanliness, re-stocking and merchandising, customer service and supervision of the…
Added 13 mins ago
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Service Reliability Engineer
Deliverect
Toronto, ON
- Full-time
…on and off-premise solutions. We empower both the food and retail industries to expand their revenue and simplify their operations, creating seamless experiences for businesses to sell…
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Lead, Forward Deployed Engineering
Deliverect
Toronto, ON
- Full-time
As the Lead Forward Deployed Engineer for North America, you will bridge technical problem-solving and software engineering by owning enterprise adoption from pre-sales architecture to…
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Store Crew
7-Eleven
Toronto, ON
- Internship
…the store team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training…
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Assistant Branch Manager Trainee
TD
Brampton, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Harveys - Hourly Supervisor
Recipe Unlimited
Toronto, ON
Added 13 mins ago
Customer Experience Lead
Laura Canada
Calgary, AB
As a Team Leader, you possess a passion for fashion and customer service. You will be part of a winning team that provides a unique and memorable shopping experience to every customer. You…
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GMR - Mountain Educator (Winter 2026/27)
Northland Properties
North Vancouver, BC
…fulfilled. Applicants who thrive in a positive environment where service excellence is top priority are encouraged to…
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VIP Back of House Manager
Cineplex
Winnipeg, MB · CPX McGillivray and VIP
- Full-time
Maintaining the seamless operation of all Amusement, Food and Beverage, Guest Service and Retail operations within the venue.
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Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…
Added 13 mins ago
EP
Part-Time Return-It Associate
Encorp Pacific Canada
Vancouver, BC
- Part-time
Previous retail or customer service experience is an asset; we are looking for someone with a positive attitude and a willingness to learn.
Added 28 mins ago
SI
Keyholder
SNDL Inc.
Calgary, AB · Value Buds Kensington (New)
- Part-time
Previous retail, customer service, or hospitality experience
Added 28 mins ago
SI
Keyholder
SNDL Inc.
Calgary, AB
- Part-time
Previous retail, customer service, or hospitality experience
Added 28 mins ago
SI
Keyholder
SNDL Inc.
Edmonton, AB · St. Albert, AB · Value Buds Village Landing
- Part-time
Previous retail, customer service, or hospitality experience
Added 28 mins ago
SI
Supervisor
SNDL Inc.
Canmore, AB · Value Buds Canmore Road (Renewal)
- Full-time
Value Buds is looking for a motivated Store Supervisor to support daily retail operations and lead by example on the sales floor. This role is ideal for someone with retail leadership…
Added 28 mins ago
JI
Project Sales Associate
J.D. Irving, Limited
Edmundston, NB
- Full-time
Kent is the largest retail building supply chain in Atlantic Canada. With 48 locations and an ecommerce website, our mission is to be the best source of home improvement products through…
Added 28 mins ago
A
Store Assistant Manager
Ardene
Winnipeg, MB
- Full-time
…ensure efficient store operations. The Assistant Manager must lead by example and inspire their team to generate sales as well as provide outstanding customer service all while projecting…
Added 28 mins ago
SI
Retail Operations Supervisor
Staples Inc.
North Battleford, SK
- Full-time
As a Retail Operations Supervisor, you will play a pivotal role in driving sales and operational excellence. You will lead by example, providing engaging customer service that consistently…
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Finance Manager
BGIS
Markham, ON
- Full-time
…globally, BGIS relentlessly focuses on delivering innovative service solutions that create value for its clients. Globally, BGIS manages over 50,000 facilities totaling more than 600…
Added 28 mins ago
Assistant Store Manager Winners Swift Current
The TJX Companies, Inc.
Swift Current, SK
…including merchandising, backroom, frontline, cash office, customer service, markdowns, scheduling, shipping, and receiving, with a strong focus on minimizing shrink and…
Added 42 mins ago
WC
(CAN) Leader d’équipe, activités de protection des biens
Walmart Canada
Saint-Léonard, NB · St Leonard, NB
- Full-time
…associates through teaching and training . Ensures a high level of customer service while ensuring task…
Added 43 mins ago
WC
(CAN) Deli Bakery Team Lead
Walmart Canada
Cornwall, ON
- Full-time
…associates through teaching and training. Ensures a high level of customer service while ensuring task…
Added 43 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brampton, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.

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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