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Added 12 mins ago
EG
Sales Manager
EESS Global - Canada
Langley (District), BC · Langley, BC
- Full-time
EESS Global – Canada is a premier provider of integrated security and surveillance solutions for commercial facilities, multi-residential properties, and critical infrastructure. The…
Added 12 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 41 mins ago
EV
Project Engineer
Edwards Vacuum
Bolton, ON
- Full-time
Assisting and supporting the Project Lead and Business Manager.
Added 41 mins ago
A
Enterprise Account Manager / Gestionnaire de compte client entreprise
AKUR8
Montreal, QC
- Full-time
…account management, customer success, consulting, or a related commercial role. You should be comfortable working in a fast-moving environment, following established processes, and taking…
Added 41 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 41 mins ago
AS
Senior Chemist
Apex Systems
Mississauga, ON
- $40 to $45 USD / hour
- Contract
Immediately report to manager any delays in testing or if tasks cannot be completed.
Added 56 mins ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 56 mins ago
T
Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 1 hour ago
SM
RQ11255 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with extensive experience in software quality assurance, commercial off-the-shelf (COTS) application testing, functional and…
Added 1 hour ago
BS
Spécialiste Clinique Flex II
Boston Scientific
Levis, QC
- Full-time
…individual will work closely with the local territory sales manager, as well as sales and marketing leadership, to assist with device implants, training, and patient support. The individual…
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
Support sales teams with technical consultation and solution development.
Added 1 hour ago
EC
IT Operations US & Canada Business Relationship Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Burlington, ON
- Full-time
Eaton’s Electrical sector is currently seeking an IT Operations Business Relationship Manager (US and Canada) to join our PCS (Protection, Control and Solutions) team. This position can…
Added 1 hour ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
I
Territory Account Manager V
Insight
Montreal, QC
- Full-time
Identifiez les opportunités de vente en explorant les besoins commerciaux des clients et pouvez faire appel à un spécialiste commercial pour vous aider à conclure une vente.
Added 2 hours ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- Full-time
· World-class sales training, coaching, and development opportunities
Added 2 hours ago
E
Truck Vehicle Service Attendant
Enterprise
Timmins, ON
- Full-time
Notify manager of any potential unsafe equipment, conditions and vehicle problems
Added 2 hours ago
CC
Operations Manager
Carlson Construction Group
North Vancouver, BC
- $140,000 to $160,000 CAD / year
- Full-time
We are looking for an experienced Operations Manager to lead our North Vancouver operations and help drive the next phase of CMIR's growth and success.
Added 2 hours ago
CS
Program Manager, Data and Agri-food Standards/ Responsable de Programme, Normes Relatives aux Données et au Secteur Agroalimentaire
Canadian Standards Association
Calgary, AB · Ottawa, ON · Toronto, ON · Montreal, QC
- $116,230 to $152,555 CAD / year
- Full-time
CSA Group Standards Division has an opportunity for a Program Manager, Data and Agri-food, reporting to the Director, Data and Agri-food Standards. The Program Manager (PGM) is responsible…
Added 2 hours ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Calgary, AB · Ottawa, ON · Toronto, ON · Montreal, QC
- $88,260 to $100,000 CAD / year
- Full-time
As a Project Manager, the successful candidate will be responsible for the management of standards and business development activities within the ICT program. This includes:
Added 3 hours ago
CC
Driver Merchandiser
Coca-Cola Canada Bottling Limited
North Sydney, NS
- Full-time
Reporting to the Warehouse Supervisor or Manager, Coke Canada Bottling Driver Merchandisers (or Bulk Drivers) are responsible for delivery of pre-ordered product to assigned accounts,…
Added 3 hours ago
GD
Growth Manager - Canadian Market
General Dynamics Land Systems–Canada
London, ON
- Full-time
We are looking for a passionate Canadian Market Growth Manager to lead market expansion; form strong relationships with senior government representatives; deliver innovative, differentiated…
Added 3 hours ago
KE
Journeyman Heavy Duty Technician/Mechanic
KBL Environmental Ltd.
Leduc, AB
- Contract
Paid training and development opportunities, Manager training program, formal Employee Recognition program
Added 3 hours ago
Q
Service Representative (Warranty), serviceQ
Qualico
AB · Edmonton, AB
- Full-time
…estate spectrum and include residential land acquisition and development, single-family and multi-family home divisions, commercial and industrial development, property management, concrete…
Added 3 hours ago
Fleet Technician - Heavy Duty Mechanic
destinationone Consulting
AB · Western Alberta (Jasper), Alberta
Reporting to the Town Manager, the Fleet Technician will take day-to-day ownership of the Municipality’s fleet maintenance function and directly supervise one licensed light-duty mechanic.
Added 3 hours ago
Sr. Manager, Legal Operations
Tenstorrent
Toronto, ON
Tenstorrent is leading the industry on cutting-edge AI technology, and our Legal team supports that work at every turn: commercial deals, global partnerships, financings and IP. We are…

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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