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Added 4 mins ago
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Reception Associate - OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Full-time
Comprehensive extended health and dental plan (applicable for full-time positions only)
Added 4 mins ago
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Learning & Development Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Learning & Development serves as a trusted partner and advisor to Takeda Canada’s commercial teams and the broader organization. The role is responsible for initiating,…
Added 4 mins ago
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Insights & Analytics Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Insights & Analytics provides commercial decision support to the Canadian commercial organization, turning commercial, CRM, omnichannel, market, and customer data into insight…
Added 19 mins ago
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Store Manager - Diesel Yorkdale
CALZATURIFICIO STEPHEN S.R.L.
Toronto, ON
- Full-time
The Store Manager is the business owner of the store results, accountable for delivering sales and profitability targets while bringing the brand's identity to life in every client…
Added 19 mins ago
UI
TW - Sales Manager - Gérant.e des ventes
UAP Inc.
Mississauga, ON
- Full-time
This is a regular full-time position and is located in Ontario and parts of Western Canada.
Added 19 mins ago
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Account Manager-EN
Noramco
Mississauga, ON
- Full-time
We are looking for an Account Manager who enjoys a fast paced environment with a desire to improve themselves and advance within the company. The incumbent will be a team player who…
Added 19 mins ago
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Part-Time Manager
Claire's
Surrey, BC
- $18 to $19 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 19 mins ago
MI
Communication Coordinator
McAsphalt Industries Limited
Toronto, ON · Scarborough, ON
- Full-time
Reporting to: Marketing & Communications Manager
Added 20 mins ago
DT
Merchandising Assistant Manager
Dollar Tree Stores
Grand Bend, ON
- Full-time
As a Merchandise Assistant Manager at Dollar Tree, you’ll join our Store Manager in leading a dynamic team of associates and creating positive experiences for the communities we serve. In…
Added 20 mins ago
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Evergreen Client/Banking Advisor
RBC
Cochrane, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 20 mins ago
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Canadian Commercial Banking Associate
TD
AB
- Full-time
…structured training program before moving up to become an Account Manager on a team with a Relationship Manager or as a standalone Account Manager. Your future career path in TD Commercial…
Added 20 mins ago
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Senior Financial Analyst - Reporting and Database Management
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…tools. The Group Benefits Advisor Rewards Program enables our sales teams to build stronger relationships with advisors to support customers and drive business results. Reporting to the…
Added 20 mins ago
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Graphic Designer
JLL
Edmonton, AB · Vancouver, BC
- Full-time
Take full ownership as project manager of all assigned projects including assisting in determining project strategy and deadlines, gathering content and coordinating outsourced vendors
Added 34 mins ago
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Customer Success Manager, Enterprise
GC AI
Canada
- Full-time
We proudly offer the following benefits for our full-time employees:
Added 34 mins ago
AC
Regional Junior Category Manager
Alimentation Couche-Tard
Laval, QC
- Internship
Type of employment: Permanent, Full Time (40 hours)
Added 34 mins ago
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Full Time Store Manager (Optical): Victoria, BC
Specsavers
Victoria, BC
- Full-time
As a Store Manager at Specsavers, you’ll play a key role in helping customers see and feel their best. You’ll run the daily retail operations of Specsavers’ store. As the leading…
Added 34 mins ago
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Store Team Lead Full-Time
Vessi
Richmond, BC
- Full-time
Support the Store Manager and Assistant Store Manager with day-to-day operations, including opening and closing, processing shipments, inventory management, loss prevention and health and…
Added 34 mins ago
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Store Team Lead Full-Time
Vessi
Burnaby, BC
- Full-time
Support the Store Manager and Assistant Store Manager with day-to-day operations, including opening and closing, processing shipments, inventory management, loss prevention and health and…
Added 35 mins ago
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Experienced Esthetician
Hand & Stone - Mississauga - Derry & Dixie
ON · Mississauga, ON
- $18 to $30 CAD / hour
- Full-time
This is a Full-Time or Part-Time position, with availability to work evenings/weekends. We offer state-of-the-art facilities and equipment, effective computerized booking system, uniforms,…
Added 35 mins ago
H&
Experienced Esthetician
Hand & Stone - Mississauga - Derry & Dixie
Mississauga, ON
- $18 to $30 CAD / hour
- Full-time
This is a Full-Time or Part-Time position, with availability to work evenings/weekends. We offer state-of-the-art facilities and equipment, effective computerized booking system, uniforms,…
Added 35 mins ago
NF
District Sales Manager- GTA (Scarborough)
Neo Financial
Toronto, ON · Scarborough, Ontario
- Full-time
As a District Sales Manager at Neo Financial, you will be a pivotal leader responsible for the profitability and success of a designated district, encompassing up to six mall locations. You…
Added 35 mins ago
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Warehouse Associate
REXEL
Edmonton, AB
- Full-time
As the Warehouse Associate based in Edmonton, AB, you will load and unload shipments. Reporting to the Branch Manager, you will prepare and stack skids, sort freight and verify goods…
Added 35 mins ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Millcreek, Mississauga, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Canna Cabana is actively seeking Part-Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at our…
Added 35 mins ago
CC
Retail Sales Associate
Canna Cabana
Oshawa, ON · Courtice, Oshawa, ON
- $17.95 CAD / hour
- Part-time
Canna Cabana is actively seeking Part-Time Sales Associates who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at our…
Added 35 mins ago
FG
Product Manager I, Commercial
FIS Global
Markham, ON
- Full-time
- Other
As a Payments Product Manager, you will help shape and manage solutions spanning issuer processing, debit cards and retail merchant acquiring. You will translate client, market and payment…

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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