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Added 10 mins ago
BG
Territory Manager - Compact Construction Equipment
Brandt Group of Companies
Ottawa, ON · Carlsbad Springs, ON
- Full-time
Brandt Tractor Ltd. is currently seeking a Territory Manager - Compact Construction Equipment for our Ottawa Construction & Forestry location.
Added 10 mins ago
BH
Non-Profit Portfolio Manager
BC Housing
Burnaby, BC
- Full-time
Reporting to the Regional Director, the Non-Profit Portfolio Manager (NPPM) fosters collaborative partnerships with housing and service providers to provide the highest quality of stable,…
Added 10 mins ago
TG
Analyst
The Global Institute for Health and Human Rights
Chatham-Kent, ON · Chatham, ON
- Volunteer
…real estate, private equity, infrastructure, and corporate finance. You’ll help bring clarity to complexity and deliver insights that drive action; interacting directly with senior…
Added 10 mins ago
GL
Manager, Compilation and Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
Join Our Health Professional Team as a Manager – Where Numbers Meet Meaning!
Added 10 mins ago
GL
Manager, Assurance & Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
Now, we’re looking for a Manager, Assurance & Advisory Services who wants to lead meaningful work, support great clients, and help shape our team's future.
Added 10 mins ago
FC
Group Underwriter Level II
First Canadian Financial Group
Edmonton, AB
- Full-time
…Benefits team, based in Downtown Edmonton and reporting to the Manager, Group Underwriting. This role is responsible for applying underwriting best practices to evaluate, rate, and…
Added 11 mins ago
C
Seasonal VIP Kitchen Staff - Cineplex Pickering & VIP
Cineplex
Pickering, ON · CPX Pickering & VIP
- Part-time
As a VIP Kitchen Staff Member you support the Back-of-House Manager in leading the food service experience in your location. Our Kitchen Staff Members are passionate about food and…
Added 25 mins ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Thorold, ON
- $18.42 to $27.02 CAD / hour
- Full-time
Added 25 mins ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
Undergraduate Degree in finance, business, economics or related discipline
Added 25 mins ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 40 mins ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 40 mins ago
PA
Financial Services Specialist
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
Key Words: Automotive, F&I, Finance Manager, Finance Director, Lead F&I, Finance Lead, Automotive Finance Manager, F&I Manager, Finance & Insurance Manager, F&I Director, Business Manager,…
Added 40 mins ago
PA
F&I Manager
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Honda of Thornhill is seeking an experienced and customer-focused Finance & Insurance (F&I) Manager to join our high-performing team. This is an exciting opportunity for a results-driven…
Added 40 mins ago
PA
Lease Portfolio Manager
Pfaff Automotive Partners Inc.
Woodbridge, ON
- Full-time
Woodbridge Hyundai is in search of a Lease Portfolio Manager to take the wheel and steer our dealership to new heights. We are part of North America's largest automotive retailer, Lithia…
Added 40 mins ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
We are looking for a driven and customer-focused Automotive Sales & Finance Consultant to join our team. This unique role combines the relationship-building and excitement of automotive…
Added 40 mins 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
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 40 mins ago
CS
Manager, Strategic Initiatives - Energy Systems Standards (Petroleum & Natural Gas / Nuclear)
Canadian Standards Association
Calgary, AB
- $116,230 to $152,555 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Manager, Strategic Initiatives (SIM) – Energy Systems Standards. Reporting to the Director, Energy Systems Standards, the SIM advances strategic…
Added 40 mins ago
CS
Manager, Supply Chain Operations and Analytics
Canadian Standards Association
Toronto, ON
- $100,890 to $132,416 CAD / year
- Full-time
The Manager, Supply Chain Operations and Analytics, is responsible for supporting procurement operations through data analysis, reporting, supplier governance, travel and expense program…
Added 56 mins ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Victoria, BC
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 56 mins ago
B
AI Process re-engineer, Capital Markets Product Control
BMO
Toronto, ON · FCP
- Full-time
…making predictions to business requirements, with a focus on finance/accounting operations (month/quarter/year-end close, reconciliations, reporting, and governance). Enhances data…
Added 1 hour ago
B
Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
We're looking for an entrepreneurial Product Manager to help us drive new areas of growth. You'll explore a new customer segment, deeply understand how they operate, uncover underserved…
Added 1 hour 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 1 hour ago
AU
Service Manager
Allied Universal
Calgary, AB
- $54,600 to $59,400 CAD / year
- Full-time
Reporting to the Regional General Manager, the Service Manager is responsible for overseeing security operations across the Calgary region. This role ensures high service standards,…
Added 1 hour ago
T
Credit Analyst I
TD
Vancouver, BC
- Full-time
Reporting to the Regional Credit Manager, you will be working with Private Bankers to provide dedicated support to Private Banking clients while delivering a legendary experience. The…
Added 1 hour ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
Toronto, ON
- Full-time
Senior Manager Operational Risk / IT Risk and Compliance is responsible for supporting the management of Operational Risk and Technology / Cyber Risk supporting the broader Payments…

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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