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Added 7 mins ago
B
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 7 mins ago
Investment Support Officer
Scotiabank
ON · Mississauga, ON
…requisitions, and manual tax forms and submit to Team Leader and/or Manager for authorization in order to facilitate the reconciliation of weekly tax remittances, monthly estate runs,…
Added 7 mins ago
M
Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…activities: third-party risk assessments, business continuity planning, concentration risk analysis and exit planning…
Added 7 mins ago
Human Resources Business Partner
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
…level) on matters related to HR policy or practices, workforce planning, talent management, employee relations, compensation decisions, structures and organizational effectiveness, employee…
Added 7 mins ago
SD
Senior Project Manager
Symbiotic Digital
Toronto, ON · Queen's Park Ontario Provincial Government, Ontario
- Contract
We are seeking an experienced Senior Project Manager to lead
Added 7 mins ago
BG
Sales Manager
Brandt Group of Companies
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Brandt Tractor Ltd is currently seeking a Sales Manager Turf for our Rocky View Agriculture location.
Added 7 mins ago
MP
Senior Manager, US Tax - Part Time
Moodys Private Client
Calgary, AB
- Part-time
The rapidly growing team at Moodys Private Client LLP seek to add a Part Time, Senior Manager, US Tax to its accounting team in Calgary, Alberta, Canada. The candidate will work with a team…
Added 7 mins ago
MP
Senior Manager, US Tax
Moodys Private Client
Calgary, AB
- Full-time
The rapidly growing team at Moodys Private Client LLP seek to add a Senior Manager, US Tax to its accounting team in Calgary, Alberta, Canada. The candidate will work with a team of…
Added 7 mins ago
BG
Branch Manager - Agriculture
Brandt Group of Companies
Pincher Creek, AB
- Full-time
…leads the team through hands-on sales mentorship, strategic planning, and performance management to meet business…
Added 8 mins ago
GC
Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
The accounting depth. You may be an Accounting Manager, Controller, or finance professional ready to take on greater responsibility and contribute to a finance function’s evolution through…
Added 21 mins ago
BC
Manager, Project & Portfolio Management
BC College of Nurses and Midwives
Vancouver, BC
- Full-time
Reporting to the Director, Project and Business Architecture (PBA), the Manager, Project and Portfolio Management leads the day-to-day operation and continuous improvement of BCCNM’s…
Added 21 mins ago
RB
Manager, Financial Crimes Oversight Testing U.S.
Royal Bank of Canada
Toronto, ON
- Full-time
This role will conduct financial crimes oversight testing on US business units’ AML controls. This requires proactive participation with oversight scoping, fieldwork, and reporting. The…
Added 21 mins ago
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Brand Manager
Float
Remote, Canada
- $150,000 to $170,000 CAD / year
- Full-time
- Remote
…innovative platform, Float enables businesses to streamline financial operations and optimize cash flow, so they can focus on what matters most:…
Added 36 mins ago
Live Experience Senior Project Manager - Fever Originals
FeverUp
Vancouver, BC
Senior Project Manager – Fever Originals, Canada
Added 36 mins ago
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Product Manager, Investment Product Management
ivari Canada
Toronto, ON
- Full-time
CFA designation, MBA, or a recognized financial planning credential is an asset
Added 52 mins ago
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Manager
Visa
Toronto, ON
- Full-time
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and…
Added 52 mins ago
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Senior Manager
Visa
Toronto, ON
- Full-time
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and…
Added 52 mins ago
ES
Customer Success Manager (Budget)
Euna Solutions
ON · Oakville, Ontario
- Full-time
The Customer Success Manager has a strategic and supportive role within the Customer Success team at Euna Solutions, reporting to the Manager of Customer Success.
Added 52 mins ago
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Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
Baselane is a rapidly growing banking and financial management platform for individual landlords and real estate investors. We are backed by leading FinTech investors, including Matrix…
Added 52 mins ago
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Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Provides support for the investigation, analysis & documentation of program risks.
Added 52 mins ago
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Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert…
Added 52 mins ago
T
Manager, Engineering (Small Business Card ART)
TD
Toronto, ON
- Full-time
The Small Business Card ART team is seeking an experienced and highly motivated Engineering Manager, who will lead a team of engineers and be responsible for designing, developing, and…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- Full-time
…literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgages, Oral Communication, Personal Banking, Proposal Generation,…
Added 1 hour ago
LD
Electrical Engineering Manager
Leonardo DRS
Bedford, QC
- Full-time
…Reporting to the Naval Communication Electrical Engineering Manager, the Electrical Engineering Manager (EEM) in Halifax is responsible for the estimation, planning, and management of these…
Added 1 hour ago
FK
Business Development Manager
Fresh Kitchen + Juice Bar
Vaughan, ON
- Full-time
The Business Development Manager (BDM) is accountable for key performance measures including sales, margin and restaurant P&L’s within the Fresh brand. The BDM is a restaurant’s primary…

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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