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Added 9 mins ago
F
Billing Coordinator (Contract Employment)
Fasken
AB · Calgary, AB
- Full-time
…including drafting and finalizing client invoices, billing analysis as well as consistent collaboration in attainting the Firm’s billing goals. The candidate will have a strong work ethic,…
Added 9 mins ago
VE
Proposal Procurement Lead (North America)
Veolia Environnement SA
Oakville, ON
- Full-time
…during the ambiguity bidding phase. Reporting to the Senior Manager - Proposal Procurement, North America this role serves as an agile Strategy Enabler to optimize cost-competitiveness and…
Added 9 mins ago
CI
Senior Analyst, Procurement
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Working closely with the Manager and Associate, Procurement, you will enhance visibility into enterprise vendor relationships, support vendor performance management and translate complex…
Added 9 mins ago
B
QA Analyst
BMO
Toronto, ON · BMOPLACE
- Full-time
…track, and verify defects through investigation and root cause analysis working with respective production and development teams to ensure timely resolution. Support UAT, production…
Added 9 mins ago
EC
Profit Centre Manager
EMCO Corporation
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
As a Profit Centre Manager, you will develop and lead all business operations at the Profit Centre. The Profit Centre Manager is accountable for growing the business while sustaining…
Added 24 mins ago
D
Senior Manager, Technology Procurement
Deloitte
Toronto, ON
- Full-time
Deloitte Global is looking for a Senior Manager of Technology Procurement that leads global category strategy development, sourcing, negotiations and contracting within a group of…
Added 24 mins ago
NG
Finance Manager
New Gold Inc.
Emo, ON
- Full-time
The Manager, Finance provides financial leadership and analysis to support operational and strategic decision-making and partners closely with the General Manager and site leadership to…
Added 24 mins ago
AR
General Manager
Aramark Remote Workplace Services Ltd
AB · Alberta, Canada
- Full-time
As a General Manager, you will provide leadership, operational oversight, and strategic direction for remote hospitality and support service operations in a remote lodge. This role is…
Added 24 mins ago
O
Lead Quality Assurance Developer
OpenText
Waterloo, ON
- Full-time
Work with lead/manager to develop test plans, schedules, and present time estimations for testing activities to be performed.
Added 24 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 24 mins ago
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Senior Manager, Operational Risk / IT Risk and Compliance
RBC
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…
Added 24 mins ago
SA
Manager, Procurement Sr
Standard Aero
Winnipeg, MB
- Full-time
As a Senior Manager, Procurement you’ll be responsible for leading strategic sourcing and procurement activities that support StandardAero’s global MRO operations. This role drives supplier…
Added 24 mins ago
P
Financial Reporting and Tax Compliance, Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
As a Financial Reporting and Tax Compliance, Senior Manager in our Core Reporting group, you'll work as part of a team of problem solvers, helping to solve complex business issues from…
Added 24 mins ago
GP
Senior Product Proposition Manager
Global Payments Inc.
Toronto, ON
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Senior Product Proposition Manager to join our enterprise product team and help shape the future of global…
Added 24 mins ago
T
Senior Quality Control Analyst (5511)
TD
Markham, ON · Toronto, ON
- Full-time
…the executive. The Senior QC Analyst will report to the Group Manager, STR Quality…
Added 24 mins ago
T
Data Scientist III
TD
Toronto, ON
- Full-time
Strong data analysis and visualization skills, including the ability to assess process performance, quantify opportunities, establish baselines, and measure adoption and business outcomes.
Added 24 mins ago
E
Finance Officer
Engaged
Moberly Lake, BC
- $82,000 to $95,000 CAD / year
- Full-time
West Moberly First Nations is seeking a Finance Officer to provide professional accounting and financial support services. Reporting to the Finance Manager, the Finance Officer helps…
Added 24 mins ago
M
Director, Marketing & Growth
Minga
Kelowna, BC
- Full-time
Manage CAC, payback period, and ROI by channel, segment, and customer cohort, and connect marketing performance directly to our P&L and financial forecasts
Added 39 mins ago
C
Senior Financial Analyst
Campbell's
Mississauga, ON · CAN - ON - Mississauga
- Full-time
The Financial Analyst, Sales Finance & Financial Planning and Analysis provides financial analysis, planning and reporting support to Sales Finance and Financial Planning & Analysis,…
Added 39 mins ago
B
Sr. Applied AI Scientist – Generative AI & Agentic Systems
BMO
Toronto, ON · FCP
- Full-time
· Understanding of machine learning fundamentals and experience applying quantitative analysis techniques.
Added 39 mins ago
TE
Commercial Property Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $80,000 to $100,000 CAD / year
The Property Manager is responsible for overseeing the overall management, maintenance, leasing, and operational performance of a diverse property portfolio. This role focuses on maximizing…
Added 39 mins ago
A
Chef principal, Publicité numérique chez les détaillants - St-Laurent, QC
Abbott
Montreal, QC
- Full-time
Added 54 mins ago
AI
Anti-money laundering (AML) Reporting Analyst
Alberta iGaming Corporation (AiGC)
AB · Edmonton, AB
- Full-time
…compliance of Alberta's regulated iGaming market. Reporting to the Manager, AML Risk Analysis & Reporting, this position supports AiGC's obligations under the Proceeds of Crime (Money…
Added 54 mins ago
G2
Superintendent, Mobile Maintenance
Globe 24-7
ON · Ontario, Canada
- $98,600 to $147,900 CAD / year
- Full-time
Reporting to the Maintenance Manager, the Mobile Maintenance Superintendent will lead Maintenance Supervisors responsible for approximately 80–100 employees and contractors. This is a…
Added 54 mins ago
S
Senior Account Manager
SoTalent
Toronto, ON
- Full-time
We are looking for a Key Account Manager to lead the development and execution of strategic business plans for major retail and commercial accounts. In this role, you will be responsible…

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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