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Added 7 mins ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Support the Team: Assist with various tasks as directed by the manager,
Added 7 mins ago
BG
Senior Project Manager
Brandt Group of Companies
Zehner
- Full-time
Brandt Development Ltd is currently seeking a Senior Project Manager for our Regina,SK, location.
Added 7 mins ago
YM
Product Specialist, Outboard Motor & Marine Rigging Parts
YAMAHA MOTOR CANADA LTD.
Toronto, ON · North York, ON
- Full-time
Marine Special Markets - Support sales team with necessary technical application to completing government tenders and price quotes.
Added 7 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
2+ years' experience as a Product Owner or Manager, ideally in a fast-paced, Agile development environment
Added 7 mins ago
BH
Property Representative 1 - Distribution Acquisitions
BC Hydro
Vancouver, BC
- Full-time
Provides assistance and support to Property Representative 2’s and reporting Manager on major complex capital projects and proposals; undertakes assigned moderately complex task segments…
Added 7 mins ago
ES
Adobe Experience Manager (AEM) Engineer
Epsilon Solutions Ltd.
Toronto, ON
- Contract
We are seeking a hands-on AEM Engineer to develop, enhance, and support enterprise content management and digital experience platforms using Adobe Experience Manager (AEM). The ideal…
Added 7 mins ago
D
Senior Revenue Operations Manager (Remote Canada)
Directive
Remote, Canada
- Full-time
- Remote
We're hiring a Senior Revenue Operations Manager to own the systems our go-to-market runs on. You'll sit on the internal marketing team as the operator behind the Marketing and Sales teams,…
Added 7 mins ago
D
Senior Marketing Operations Manager (Remote Canada)
Directive
Remote, Canada
- Full-time
- Remote
We're hiring a Senior Marketing Operations Manager to own the systems our go-to-market runs on. You'll sit on the internal marketing team as the operator behind the Marketing and Sales…
Added 7 mins ago
1
Senior GTM Program Manager
1Password
Remote, Canada
- Full-time
- Remote
…compromising security by ensuring every identity is authentic, every application sign-in is secure, and every device is trusted. We innovated the market-leading enterprise password manager…
Added 7 mins ago
Technical Program Manager-II, GO-AI
Amazon
Vancouver, BC
As a Technical Program Manager on GO-AI's Technology & Development team, you will partner with product, science, software engineering, data engineering, operations, and other Amazon…
Added 7 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Winnipeg, MB
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 7 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 7 mins ago
RB
Manager, Digital Product Marketing - RBC Direct Investing
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, Digital Product Marketing, you will be a key product marketer on the Digital Marketing team, responsible for the web experience and content transformation of RBC Direct…
Added 7 mins ago
RB
Vice President, Business Markets Ontario North East
Royal Bank of Canada
Ottawa, ON
- Full-time
This senior regional leadership role will lead, coach and develop a team of business markets professionals to support client retention, acquisition and growth, optimizing revenue and…
Added 7 mins ago
UH
Program Services Manager, Spinal Cord Rehab - Inpatient Unit 2B & Outpatient Clinic
University Health Network
Toronto, ON
- Full-time
The Program Services Manager, Spinal Cord Rehabilitation (Inpatient Unit 2B & Outpatient Clinic) provides strategic, operational, and clinical leadership for a multidisciplinary team within…
Added 7 mins ago
RF
Compositing Lead
Rodeo FX
Montreal, QC
- Full-time
Communicate promptly with the Production Team and Department Manager regarding any artist who may not have enough work. May assist in finding alternative tasks (training, R&D pipeline…
Added 7 mins ago
SD
Post Office Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
Please Note: If you have Employee Self Service (ESS) on Workday, apply to this job via the Workday application.
Added 7 mins ago
A
Front Office Manager
AccorHotel
Toronto, ON
- Full-time
Seeking a dynamically motivated, multi-tasked individual for the position of Front Office Manager. Candidates should be goal oriented to be a future Front Office Director at a large hotel.…
Added 7 mins ago
D
Food Service Associate
Dexterra
Richmond, BC
- $21 to $22 CAD / hour
- Full-time
As a Food Services Associate / Cook, reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires…
Added 7 mins ago
Clerk Grade 2, Building Safety Systems
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Maintain list for cell phones, filing monthly phone usage records, notify manager of anomalies.
Added 7 mins ago
Retail Experience Lead
Fire & Flower Inc.
Brampton, ON
Escalate team member issues to direct manager.
Added 7 mins ago
Retail Experience Lead
Fire & Flower Inc.
Toronto, ON
Escalate team member issues to direct manager.
Added 22 mins ago
AC
Fuel Accounting Analyst
Alimentation Couche-Tard
Laval, QC
- Full-time
Act as the main point of contact for fuel accounting matters for store managers under your responsibility and provide them with the necessary support.
Added 22 mins ago
QT
Desktop Senior Engineer(Banking/ Financial Services background)- Local to Montreal, QC
Q1 Technologies, Inc.
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
8+ years of End User Computing (EUC) and Desktop Support experience.
Added 22 mins ago
Access Control Coordinator - Casual
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
Please ensure you advise your direct manager in regard to your application as they will be consulted during the recruitment process.

BMO

Financial Planner

Williams Lake, BC, Canada

Full-time

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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:

35 Second Avenue South

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.

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 investment advice and financial solutions to help customers achieve their goals while proactively growing the branch's business. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and ethical standards.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must meet all regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Strategic planning
Portfolio management
Regulatory compliance

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 Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Customer Experience
Regulatory Compliance
Financial Industry
Strategic Advice
Branch Referrals
Portfolio Management
Investment Strategies
Banking Products
Lending
Data Analysis
Stakeholder Management
Financial Goals

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