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Added 12 mins ago
A
Loss Prevention Specialist, WWOS SLP
Amazon
Brampton, ON
- Full-time
…their facility, and aids them in supporting the Operational team, and the cross functional teams throughout the organization. The position is site…
Added 12 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Powell River, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 12 mins ago
WC
(CAN) Health and Beauty Team Lead
Walmart Canada
Summerside, PE
- Full-time
…from the Food & Consumables Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 13 mins ago
BM
Supervisor, Mountain Adventures - Winter - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
Receive exclusive discounts at all Blue Mountain-owned retail stores.
Added 13 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Alliston, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 13 mins ago
WC
(CAN) Produce Team Lead
Walmart Canada
Brampton, ON
- Contract
…communicated priorities from the Fresh Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 13 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Red Deer, AB
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 13 mins ago
WC
(CAN) Customer Service Manager (Part Time)
Walmart Canada
London, ON
- $15 CAD / hour
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 13 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Shawinigan, QC
- Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 13 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Trois-Rivières, QC · Cap-de-la-Madeleine, QC
- Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 13 mins ago
C
Temporary Cashier
Coach
Toronto, ON
- Part-time
…cashwrap while maintaining operational accuracy and supporting team development. Acting as a brand ambassador, the Lead Cashier creates a lasting impression through genuine interactions and…
Added 13 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brampton, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 13 mins ago
WC
(CAN) Digital Fulfillment Team Lead
Walmart Canada
Montreal, QC
- Full-time
…from the Digital Fulfillment Coach and the Store Management Team. Delegate, assist and follow up on completion of daily picking and dispensing…
Added 13 mins ago
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(CAN) Leader d’équipe, traitement des commandes numériques
Walmart Canada
Pointe-Claire, QC
- Full-time
…from the Digital Fulfillment Coach and the Store Management Team. Delegate, assist and follow up on completion of daily picking and dispensing…
Added 13 mins ago
TC
Retail Store Coordinator Full time Contract - Marshalls Bradford
TJX Canada – Winners, Marshalls, HomeSense
Bradford, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 13 mins ago
RP
Senior Financial Analyst - Tax
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $65,000 to $85,000 CAD / year
- Full-time
Warm and fuzzy feelings knowing you have helped your community, your team, the business and social causes through the Rexall Care Network
Added 13 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
ON · Kenora, ON
- $15 CAD / hour
- Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 13 mins ago
GC
Field Operations Associate
Grainger Canada
Victoria, BC
- Full-time
…from a Canada-wide distribution network. Our 1,600 Canadian team members and 25,000+ team members globally are committed to serving our customers and communities in exceptional ways…
Added 13 mins ago
SF
Facilities and Maintenance Manager
Soul Foods Group
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Full-time
We are seeking an experienced Facilities & Maintenance Manager to lead our maintenance team and oversee repairs, preventative maintenance and equipment management across our restaurant…
Added 13 mins ago
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Overnight Lead Department Manager
Walmart Canada
Langley (District), BC · Langley, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 13 mins ago
TC
Merchandise Processing Coordinator Full Time Marshalls - Upper James
TJX Canada – Winners, Marshalls, HomeSense
Hamilton, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 13 mins ago
BB
Associé(e) des ventes au détail (Temps plein) / Retail Sales Associate (Full Time)
Best Buy Canada
Mascouche, QC
- Full-time
Join us and grow your career with our retail team as a retail sales associate.
Added 13 mins ago
BB
Field Technical Service Representative (Full Time Seasonal)
Best Buy Canada
Kelowna, BC
- Full-time
Join us and grow your career with our retail team as a field technical service representative today!
Added 13 mins ago
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Customer Service Supervisor
Best Buy Canada
Vernon, BC
- Full-time
You’ll love it here! We are hiring immediately for a customer service supervisor, which we call an operations team lead. As a customer service supervisor, you will lead and coach a team of…
Added 13 mins ago
BB
Field Technical Service Representative (Full Time Seasonal)
Best Buy Canada
Langley (District), BC
- Full-time
Join us and grow your career with our retail team as a field technical service representative today!

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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