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Added 2 mins ago
BL
Legal Administrative Assistant (Immigration) - Part-time
BC Legal Management Association
Vancouver, BC
- Part-time
- Other
Assist with other billing and financial administration for immigration matters
Added 2 mins ago
NH
Transitional Support Worker - FT
Nisa Helpline
Vancouver, BC
- Full-time
Reposts to: Home Manager Location: Nisa Homes Vancouver (In Person)
Added 2 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 2 mins ago
A
Portfolio Administrator
Aviso
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 2 mins ago
BG
Technicien·ne de service chantier | Service Technician - Field
Brandt Group of Companies
Lac-des-Écorces, QC
- Full-time
Travailler dans les lignes directrices établies par les gestionnaires pour assurer une prestation de services cohérente et de qualité.
Added 2 mins ago
MD
Agency Chief Financial Officer
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This key leadership role provides strategic financial direction and services for the Department of Revenue and serves to move the agency toward realizing its mission, vision and strategies…
Added 2 mins ago
BG
Retail Finance Manager
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
The Retail Finance Manager is responsible for promoting and managing all aspects of Brandt Finance services to support wholegoods sales for Brandt Tractor Ltd. This role focuses on…
Added 2 mins ago
BG
Assistant Credit Manager
Brandt Group of Companies
Regina, SK
- Full-time
Brandt Corporate Services Ltd is currently seeking an Assistant Credit Manager for our Regina, SK location.
Added 2 mins ago
BG
Retail Finance Manager
Brandt Group of Companies
Bedford, NS
- Full-time
The Retail Finance Manager is responsible for promoting and managing all aspects of Brandt Finance services to support wholegoods sales for Brandt Tractor Ltd. This role focuses on…
Added 2 mins ago
AC
Canadian Tax Manager
Alimentation Couche-Tard
Laval, QC
- Full-time
Reporting to the Canadian Tax Director within the Corporate Finance team, the Canadian Tax Manager will provide advice on income tax matters, primarily from a Canadian perspective.
Added 2 mins ago
BG
Service Manager
Brandt Group of Companies
Surrey, BC
- Full-time
The Service Manager is responsible for managing the sales and delivery of equipment after-market support services (component diagnostics, repair, and replacement). The Service Manager is…
Added 2 mins ago
A
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager, Fund Reporting and Administration, the Senior Analyst, Fund Reporting will participate in all financial and regulatory reporting of Northwest & Ethical Investments…
Added 2 mins ago
KC
Senior Manager - IT ICFR
KPMG Canada
Ottawa, ON
- Full-time
Our Technology Risk Consulting services team is growing and we are looking for Senior Manager to join our team in Toronto. The Technology Risk Consulting practice provides a variety of…
Added 2 mins ago
A
Security GRC Specialist
Aviso
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 2 mins ago
A
Service Designer, Temporary
Aviso
Vancouver, BC
- Contract
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with appro
Added 2 mins ago
BG
Purchasing Manager - Construction & Developments
Brandt Group of Companies
Zehner
- Full-time
Review and support of all facility service contract that pertain to but not limited to landscaping, janitorial, and network services for all properties.
Added 2 mins ago
SS
Executive Chef
Sienna Senior Living
Barrie, ON
- Full-time
…and their teams who oversee vital functions such as culinary services, housekeeping, recreation, maintenance and administrative functions. These roles are not just jobs; they embody the…
Added 2 mins ago
Branch Manager Advice Sales & Service 9-Laval Est/440, Laval, Quebec
Scotiabank
Laval, QC
As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the…
Added 2 mins ago
Senior Network Security Administrator
Scotiabank
Toronto, ON
Reporting to the Manager, Network Security & Systems, you are a key member of the Network and Delivery Services Team to support on prem and cloud hybrid environments. In addition, you are…
Added 2 mins ago
Manager, GCEC & VA SSI Supervision
Scotiabank
Toronto, ON
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 2 mins ago
A
Estimator, Camp Services
ATCO
Calgary, AB
- Full-time
We are seeking an Estimator to support our workforce accommodation and camp services business. In this role, you will develop accurate, competitive, and commercially sound estimates for…
Added 2 mins ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
Work closely with the external wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
Added 2 mins ago
GE
Human Resources Generalist
GFL Environmental Inc.
Calgary, AB · Rocky View No 44, AB
- Full-time
GFL is one of the largest diversified environmental services company in North America, providing comprehensive solid waste management services from its platform of facilities throughout…
Added 17 mins ago
BO
Associate, Corporate and Commercial Banking Services
Bank of China (Canada)
Toronto, ON
- Full-time
Job Title: Associate, Commercial & Corporate Banking Services
Added 17 mins ago
BG
Purchasing Manager - Power Systems
Brandt Group of Companies
Zehner
- Full-time
Brandt Corporate Services Ltd. is currently seeking a Purchasing Manager- Power Systems for our Regina, SK, location. The Purchasing Manager - Power Systems is responsible for leading the…

BMO

Financial Planner

Williams Lake, BC, Canada

Full-time

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Applications open in a new tab.

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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