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Added 8 mins ago
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Customer Service Representative
BMO
Toronto, ON
- Part-time
Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
Added 8 mins ago
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Credit Analyst, Commercial Banking
BMO
Vancouver, BC · FBT
- Full-time
…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…
Added 8 mins ago
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Manager, Salesforce Innovation & Enablement
BMO
Toronto, ON · BMOPLACE
- Full-time
The Manager, Salesforce Innovation & Enablement is required to maintain and manage core responsibilities related to all salesforce innovations to support business growth including marketing…
Added 8 mins ago
Project Manager - Hybrid Power & Electrification
Hatch
Vancouver, BC
…management Hatch is leading the energy transition in Canada. The global energy transition is upon us. Join our team of engineers and technical specialists to support utilities, governments…
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
As a Strategic Partnership Manager, you will play a critical role in leading initiatives, driving high value vendor relationships, optimizing third-party performance, and enabling strong…
Added 8 mins ago
L
Senior Product Manager
Litera
Toronto, ON · Canada-Toronto, ON-Office
- Full-time
As a Senior Product Manager, you’ll own the vision, strategy, and roadmap for Litera’s Firm Intelligence Platform - the foundational layer that turns the data flowing through a law firm’s…
Added 8 mins ago
I
Local Trial Manager, Sponsor Dedicated → Responsable local(e) des essais cliniques, dédié(e) au promoteur
IQVIA
Kirkland, QC
- Full-time
The Local Trial Manager (LTM) provides local management of clinical trials within assigned countries, ensuring studies are conducted in accordance with protocol requirements, applicable…
Added 8 mins ago
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Solution Engineering Manager
Hitachi
Toronto, ON · (RSBU) Toronto
- Full-time
…transformation and technology. From the multi-cultural strength of our global organisation to the sustainable and innovative ways we work to bring people together, there’s something for…
Added 8 mins ago
MN
Customer Operations Specialist
March Networks
Remote, Canada
- Full-time
- Remote
March Networks is an established global leader in the video surveillance industry and works with the world’s largest retailers and banking institutions. Our goal is to create a positive…
Added 8 mins ago
SE
Electrical Engineering Specialist I
Schneider Electric
AB · Edmonton, Alberta
- Full-time
Our Total Rewards is our way of saying: “We see you. We value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel…
Added 8 mins ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 8 mins ago
FK
Manager, Tender & Contracts Operations
Fresenius Kabi Canada
Toronto, ON
- Full-time
As a global healthcare company, Fresenius Kabi is Committed to Life. The company’s products, technologies, and services are used for the therapy and care of critically and chronically ill…
Added 8 mins ago
MN
Customer Operations Specialist
March Networks
Ottawa, ON
- Full-time
March Networks is an established global leader in the video surveillance industry and works with the world's largest retailers and banking institutions. Our goal is to create a positive…
Added 22 mins ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
The manager will be responsible for the following key activities:
Added 22 mins ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
…detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where…
Added 22 mins ago
RB
Investment Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
…will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to…
Added 22 mins ago
X
Engineering Manager- Payments Platform
Xero
Remote, Canada
- Full-time
- Remote
…people, and take on their next opportunity. As Engineering Manager, you'll lead the Payments Platform engineering team in Vancouver as it takes on early-stage initiatives that power money…
Added 22 mins ago
Partnership Trust & Safety Manager
impact.com
Victoria, BC
…helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, and Fanatics, rely on impact.com to power more than 350,000…
Added 37 mins ago
Responsable de projets sénior - Expériences Fever Originals
FeverUp
Montreal, QC
As a Senior Project Manager, you will lead the development and execution of Fever Originals experiences across Canada by working across global and local teams. You will help shape which…
Added 37 mins ago
Live Experience Senior Project Manager - Fever Originals
FeverUp
Vancouver, BC
As a Senior Project Manager, you will lead the development and execution of Fever Originals experiences across Canada by working across global and local teams. You will help shape which…
Added 37 mins ago
Product Marketing Manager (Strategist)
Digital Extremes
London, ON
Digital Extremes is seeking a strategic and highly collaborative Product Marketing Manager (Strategist) to help drive the global campaign strategies for Warframe and Soulframe. Working…
Added 37 mins ago
A
Quality Assurance Inspector
Argus
AB · Edmonton, AB
- Full-time
Since 1958, Argus has grown from a small local business into a global provider of pigging, threading, and manufacturing solutions.
Added 38 mins ago
AH
Quality Associate
Associated Health Systems Inc.
AB · Edmonton, AB
- Full-time
…education facilities. Our resource network is Canadian - and…
Added 52 mins ago
B
Customer Service Representative
BMO
Ingersoll, ON
- Part-time
Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
Added 52 mins ago
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Business Technology Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…

BMO

Financial Planner

Williams Lake, BC, Canada

Full-time

Apply About employer

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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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