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Added 8 mins ago
A
Allocations Coordinator - NAM
ARC'TERYX
North Vancouver, BC
- Full-time
You have 1+ year in a Customer Service, Retail Management, or Allocations role
Added 8 mins ago
D
Gestionnaire, Médias
DAC
Montreal, QC
- Full-time
Collaborer étroitement avec les équipes du service-conseil afin de dépasser constamment les attentes des clients.
Added 23 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 23 mins ago
B
Credit Analyst, Commercial Banking
BMO
Vancouver, BC · FBT
- Full-time
…and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will support the development of credit…
Added 23 mins ago
B
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 23 mins ago
MN
Customer Operations Specialist
March Networks
Remote, Canada
- Full-time
- Remote
Reporting to the Manager, Customer Operations, the Customer Operations Specialist will assist with the achievement of corporate goals and objectives by acting in a support role for all…
Added 24 mins ago
MN
Customer Operations Specialist
March Networks
Ottawa, ON
- Full-time
Reporting to the Manager, Customer Operations, the Customer Operations Specialist will assist with the achievement of corporate goals and objectives by acting in a support role for all…
Added 1 hour ago
B
Customer Service Representative
BMO
Ingersoll, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
B
Business Technology Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 1 hour ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 1 hour ago
TH
PRO Account Sales Associate Full Time ( BARRHAVEN)
The Home Depot
Ottawa, ON
- Full-time
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and selling products to industrial, commercial and other professional customers. Key…
Added 1 hour ago
B
Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…
Added 1 hour ago
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Financial Planner
BMO
Williams Lake, BC
- Full-time
Executes work to deliver timely, accurate, and efficient service.
Added 1 hour ago
LC
Pharmacist
Loblaw Companies Limited
Camrose, AB
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 1 hour ago
B
Director, Institutional ETF & Solutions Distribution, GAM
BMO
Calgary, AB · Toronto, ON · FCP
- Full-time
Coordinate access to portfolio managers, product specialists, capital markets, client service teams, and pension consultants as required.
Added 1 hour ago
Fire Chief
The Corporation of The City of St. Thomas
St. Thomas, ON
Under the general direction of the City Manager, the Fire Chief is responsible for the strategic leadership, administration, and operational oversight of the Fire Department, including the…
Added 1 hour ago
B
Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…
Added 2 hours ago
DM
Executive Assistant - Finance & Business Operations
Danton Medical Clinic
Toronto, ON · Scarborough, ON
- $37,000 to $40,000 CAD / year
- Full-time
Obtain quotations, compare service providers and coordinate negotiations.
Added 3 hours ago
B
Branch Manager
BMO
Calgary, AB
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…
Added 3 hours ago
KB
Assistant Store Manager - Back-end Ops
Kent Building Supplies
Port Hawkesbury, NS
- Full-time
As an Assistant Store Manager – Back‑End Operations, you will ensure the foundational systems and teams that support Retail, Pro, and Install Sales operate safely, efficiently, and…
Added 3 hours ago
DE
Technical Sales Representative
Dyna-Pro Environmental
Winnipeg, MB
- Full-time
We're Hiring: Technical Sales Representative at Dyna-Pro Environmental!
Added 3 hours ago
E
Staff Product Manager, Professional Experience
ecobee
Toronto, ON
- Full-time
Our hive is looking for a Staff Product Manager to lead the professional experience, a dedicated focus for ecobee. Professionals strongly influence which controls are installed and…
Added 4 hours ago
B
Senior IT Audit Manager
BMO
Toronto, ON · FCP
- Full-time
Added 4 hours ago
B
Change Delivery Manager
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 4 hours ago
BP
Cashier
Bass Pro Shops
Calgary, AB
- Part-time
Reporting to the Group Sales Manager – Front End-Receiving, Cashiers will greet and engage customers during the checkout process, process customer funds accurately and appropriately, while…

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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