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Added 20 mins ago
MI
Line Manager
Mondelēz International
Toronto, ON
- Full-time
…will also develop budgets and be responsible for costs control management, governance and compliance, loss elimination and workforce planning, including recruitment, retention, development,…
Added 20 mins ago
A
Enterprise Account Manager / Gestionnaire de compte client entreprise
AKUR8
Montreal, QC
- Full-time
Au sein de notre équipe nord-américaine en pleine croissance, vous rejoindrez Akur8 en tant qu’Account Manager/Gestionnaire de compte client basé(e) à Montréal et serez responsable de la…
Added 20 mins ago
O
Manager, Software Development
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 20 mins ago
AS
IT Specialist
Apex Systems
Toronto, ON
- $35 to $40 USD / hour
- Internship
…Specialist will work closely with the Senior IT Engineer and IT Manager to resolve escalated issues and contribute to ongoing system…
Added 20 mins ago
PB
Key Leader
Poppy Barley Inc.
Calgary, AB
- Part-time
Be a Poppy Barley fit expert. Keep up to date on all product knowledge and provide customers with the information necessary to ensure they love their Poppy Barleys.
Added 20 mins ago
CC
Manager of Pharmacy
Cornwall Community Hospital
Cornwall, ON
- Full-time
Added 34 mins ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to…
Added 34 mins ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand…
Added 34 mins ago
T
Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
…broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand…
Added 34 mins ago
M
Marketing Manager, Member Marketing & Growth
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Marketing Manager plays a critical role in driving member engagement and utilization across the Group Benefits portfolio. Reporting to the Director, Member Marketing & Growth, this role…
Added 50 mins ago
JH
Assistant District Manager
Jackson Hewitt Tax Service Inc.
Vancouver, BC
- Full-time
…is looking for an energetic and motivated Assistant District Manager (ADM) to help lead multiple tax office locations throughout the Greater Charlotte…
Added 50 mins ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Computerized Inventory Management Systems – 1 year: Experience with computerized inventory management systems, such as entering waybills into internet-based platforms (e.g., Loomis,…
Added 50 mins ago
NS
2627-215 - Business Analytics Developer (CL3) - Central Office
Nova Scotia Community College - NSCC
Halifax, NS
- Full-time
Reporting to the Senior Manager, Institutional Research and Effectiveness and as part of the Business Analytics Team, you will:
Added 50 mins ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…implementing solutions using Oracle Siebel CRM or Adobe Experience Manager (AEM). The ideal candidate will have strong expertise in business and functional requirements analysis, functional…
Added 50 mins ago
SM
RQ11255 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Experience with Siebel modules such as Public Sector CRM, Contracts, Lead Management, Partner, Public Sector Partner Portal, Campaign Management, Marketing, Resource Manager, and Public…
Added 50 mins ago
NS
2627-216 - Project Coordinator (PS2), NSCC International - Central Office
Nova Scotia Community College - NSCC
Halifax, NS
- Full-time
You have proven records and information management skills and abilities specifically related to Canadian and international funding agency requirements)
Added 1 hour ago
TC
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Express Scripts Canada (ESC) is a leading health benefits management company. Serving over 12 million members, we help insurance carriers, third party administrators, and the public sector…
Added 1 hour ago
A
Bookkeeper and Office Administrator
Averton
Vaughan, ON
- Full-time
Averton is an experienced, award winning homebuilder, community developer and construction management company. We are looking for a Bookkeeper and Office Administrator to join our…
Added 1 hour ago
A
Senior Manager, Quality Assurance Services
ATB
Calgary, AB · Edmonton, AB
- Full-time
As ATB’s next Senior Manager, QA Services, you will have a unique opportunity to lead, manage and coach the Salesforce QA Services team to deliver world class experiences to our team…
Added 1 hour ago
W
Manager II, HSE
Worley
Edmonton, AB
- Full-time
Worley Canada Construction is seeking a HSE Manager to join our HSE team at our Air Products project in Edmonton, AB.
Added 1 hour ago
M
Metro Estimating Lead
Microsoft
Goodwood, ON · Toronto, ON
- Full-time
The Estimator will report directly to the Regional Estimating Manager and will have dotted-line interactions with the Global Estimating Team to deliver accurate estimates that incorporate…
Added 1 hour ago
RU
Advisory Manager - Cyber Strategy
RSM US LLP
Toronto, ON
- Full-time
Bachelor's degree in cybersecurity, information systems, computer science, business, risk management, or a related field.
Added 1 hour ago
UO
Administrative Clerk
University of British Columbia
Vancouver, BC · UBCV | UBC Bookstore / NCE (BOOK)
- $4,442 to $4,877 CAD / month
- Full-time
The Administrative Clerk reports to the Manager, Systems & Compliance.
Added 1 hour ago
BS
Spécialiste Clinique Flex II
Boston Scientific
Levis, QC
- Full-time
…health industry challenges. With access to the latest tools, information and training, we’ll help you in advancing your skills and career. Here, you’ll be supported in progressing –…
Added 1 hour ago
EC
Power Systems Automation Specialist/ Spécialiste en automatisation des systèmes électriques
Eaton Corporation
Dartmouth, NS · Kitchener, ON · Milton, ON · Mississauga, ON · Ottawa, ON · Laval, QC
- Full-time
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business…

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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