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Added 10 mins ago
AI
Commercial Insurance Manager
Axis Insurance
Vancouver, BC
- $115,000 to $125,000 CAD / year
- Full-time
Acting as liaison between the Administration, Accounting, and Epic teams, which includes but is not limited to attending weekly Epic meetings; confirming licensing and back ups to…
Added 56 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Douglasdale, Calgary, AB
- Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 56 mins ago
W
Manager, Software (Embedded & Digital Products)
Wabtec
London, ON
- Full-time
As the Manager, Software (Embedded & Digital Products), you will report to the Manager, Engineering & Products and lead a multidisciplinary software organization responsible for embedded…
Added 1 hour ago
SC
Afterschool Care Worker
Summit Community Services Society
Kimberley, BC
- Part-time
d. Follow all licensing and Summit Community Services Society policies.
Added 1 hour ago
OM
Senior Manager, Financial Literacy Program Design & Delivery
Ontario Medical Association
Toronto, ON
- Full-time
The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role…
Added 1 hour ago
WC
Manager, Software (Embedded & Digital Products)
Wabtec Corporation
London, ON
- Full-time
As the Manager, Software (Embedded & Digital Products), you will report to the Manager, Engineering & Products and lead a multidisciplinary software organization responsible for embedded…
Added 1 hour ago
Assistant Manager - Guelph / Waterloo / Owen Sound Area (Future Opportunities)
Scotiabank
Hamilton, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 1 hour ago
CC
Retail Assistant Store Manager
Canna Cabana
High River, AB
- Full-time
The Retail Assistant Store Manager at High River will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating…
Added 1 hour ago
CH
Operations Manager
CBI Home Health
Brandon, MB
- Full-time
Are you a dynamic leader with expertise in managing operations, adept at building teams, and driving performance within a care residence? Can you effectively balance client and business…
Added 2 hours ago
Municipal Law Enforcement Officer I (12 month contract)
City of Quinte West
Quinte West, ON
This department maintains building standards and inspections according to the Ontario Building Code Act as well as Municipal By-laws.
Added 2 hours ago
SM
RQ11606 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Product Manager with extensive experience in product management, IT and digital services, Agile delivery, Scrum, and Lean product development. The ideal candidate…
Added 2 hours ago
OM
Senior Manager, Financial Literacy Program Design & Delivery
Ontario Medical Association
Toronto, ON
- Full-time
The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role…
Added 2 hours ago
WC
Manager, Software (Embedded & Digital Products)
Wabtec Corporation
London, ON
- Full-time
As the Manager, Software (Embedded & Digital Products), you will report to the Manager, Engineering & Products and lead a multidisciplinary software organization responsible for embedded…
Added 7 hours ago
AH
Manager - Acute Care/Emergency
Alberta Health Services
Rocky Mountain House, AB
- Full-time
Alberta Health Services (AHS) has an exciting opportunity for a Manager - Acute Care/Emergency at the Rocky Mountain House Health Centre to assist in the management of its Acute Care and…
Added 11 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 11 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 11 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 13 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 14 hours ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 14 hours ago
LI
Product Manager
Lotus IT Solutions
Toronto, ON
- Contract
The Government Services Integration Cluster, under the Ministry of Public and Business Service Delivery and Procurement, is seeking a Senior Product Manager to join their team in Toronto.…
Added 16 hours ago
CS
Senior Technical Architect, Application Development & Support
Canadian Standards Association
Toronto, ON
- Full-time
Designs, builds, and supports MuleSoft integrations, including API-led connectivity, DataWeave transformations, API Manager policies, and runtime deployment and monitoring.
Added 16 hours ago
CC
Retail Store Manager
Canna Cabana
Chatham-Kent, ON · Chatham, ON
- $50,000 CAD / year
- Full-time
Our retail Cannabis Retail Store Manager (SM) is vital to delivering a distinctive shopping experience. The SM is primarily responsible for working collaboratively with the company…
Added 17 hours ago
HI
Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC
- Full-time
· Demonstrates commitment to team work by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts
Added 17 hours ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Millcreek, Mississauga, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 18 hours ago
CC
Senior Clinical Leader, Long-Term Care
Canadian College of Health Leaders - Northwestern Ontario Chapter
Winnipeg, MB
- Full-time
…You will drive excellence in care, champion quality, safety, and regulatory compliance while fostering a culture of accountability, collaboration, and continuous improvement. By building…

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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