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Added 12 mins ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
Nisku, AB
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 12 mins ago
UI
Store Manager
UAP Inc.
Fort Saskatchewan, AB
- Full-time
Provide excellent customer service and support sales growth by working with the store’s team, the sales representative, and the regional management team
Added 12 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Oakville, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 12 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Full-time
To manage resources of the Beauty department in order to maximize and achieve sales targets.
Added 12 mins ago
SC
Installer
STERIS Canada Sales ULC (Canada Sales)
Halifax, NS
- Full-time
In this field-based role, you will work under the direction of the Installation Project Manager to deliver complete equipment installations from delivery through final commissioning.…
Added 12 mins ago
Territory Sales Representative - Halifax
Molson Coors
Halifax, NS
In the role of Territory Sales Representative working based out of Nova Scotia you will be part of the Atlantic Commercial team. This position reports to the Nova Scotia District Sales…
Added 12 mins ago
EC
Profit Centre Manager
EMCO Corporation
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Our purpose is to help build stronger communities by delivering the products, expertise, and service that support critical systems in residential, commercial, industrial, and infrastructure…
Added 12 mins ago
TH
Caissier(ère) (temps plein)
The Home Depot
Canada
- Full-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 27 mins ago
BG
Représentant·e pièces et service | Heavy Equipment Parts & Service Advisor (CSA)
Brandt Group of Companies
Laval, QC
- Full-time
Brandt est actuellement à la recherche d'un·e représentant·e pièces et service pour sa succursale de Laval Construction et foresterie .
Added 27 mins ago
BG
Représentant·e des ventes- Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
Laval, QC
- Full-time
The Compact Construction Equipment Territory Manager specializing in Underground and Tree Care is responsible for selling new and used equipment such as Ditch Witch and Morbark, within an…
Added 27 mins ago
BG
Représentant·e des ventes - Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
Brossard, QC
- Full-time
The Compact Construction Equipment Territory Manager specializing in Underground and Tree Care is responsible for selling new and used equipment such as Ditch Witch and Morbark, within an…
Added 27 mins ago
BG
Représentante des ventes d’équipements lourds – Division de la location | Heavy Duty Equipment Sales Representative - Rentals Division
Brandt Group of Companies
Laval, QC
- Full-time
Servir de point de contact principal pour les clients, en assurant la coordination interne pour le service, la facturation et la logistique.
Added 27 mins ago
BG
Représentant·e des ventes - Construction et foresterie | Heavy Duty Equipment Sales Representative
Brandt Group of Companies
Laval, QC
- Full-time
The Territory Manager - Construction and Forestry role is vital in the creation, fostering, and growing of Customer relationships within the defined area of responsibility (AOR) with the…
Added 27 mins ago
BG
Territory Manager
Brandt Group of Companies
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
The Territory Manager - Construction and Forestry role is vital in the creation, fostering, and growing of Customer relationships within the defined area of responsibility (AOR) with the…
Added 27 mins ago
BG
Partsperson - Lead
Brandt Group of Companies
Terrace, BC
- Full-time
This position is responsible for supporting the Parts Manager in the daily operation of the Parts Department by coordinating workflow, maintaining inventory accuracy, and ensuring…
Added 27 mins ago
BG
Territory Manager - Road & Mineral Technologies
Brandt Group of Companies
Terrace, BC
- Full-time
Brandt is currently seeking a Territory Manager, Road & Mineral Technologies, based out of any of our Interior or Northern BC branches, including Castlegar, Kamloops, Vernon, Prince George,…
Added 27 mins ago
BG
Représentant·e des ventes - Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
The Compact Construction Equipment Territory Manager specializing in Underground and Tree Care is responsible for selling new and used equipment such as Ditch Witch and Morbark, within an…
Added 27 mins ago
GF
District Sales Manager
Gordon Food Service - Canada
Winnipeg, MB
- Full-time
Provides development opportunities for the District Sales Rep (DSR). Oversees and provides direction to enhance relationships and growth opportunities with customers. Reports, analyzes and…
Added 27 mins ago
AR
General Manager
Aramark Remote Workplace Services Ltd
AB · Alberta, Canada
- Full-time
As a General Manager, you will provide leadership, operational oversight, and strategic direction for remote hospitality and support service operations in a remote lodge. This role is…
Added 27 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 27 mins ago
TS
Store Associate
The Salvation Army in Canada
Calgary, AB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 27 mins ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Gaming Floor and the Hot Dog Cart. The…
Added 27 mins ago
R
Manager, Client Services
Ryan
Calgary, AB
- Full-time
Coordinates sales efforts with Client Services and Service Delivery team members to perform joint-selling activities.
Added 27 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…comes first’ attitude by providing hands-on, timely quality service, exceptional value, and a superior…
Added 27 mins ago
TS
Shift Supervisor
The Salvation Army in Canada
Calgary, AB
- Full-time
The role operationally supports the Store Manager in overseeing daily routine tasks to provide uninterrupted service in various aspects of the Thrift Store activities. Otherwise, this role…

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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