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Added 7 mins ago
TH
Head Cashier Part Time (DARTMOUTH)
The Home Depot
Dartmouth, NS
- Part-time
Lead by example in consistently demonstrating GET behaviours and promoting positive associate morale.
Added 7 mins ago
CF
Member Services Rep
Crunch Fitness Canada
Hamilton, ON
- $17.95 CAD / hour
- Part-time
Proactively attract new business through member referrals, corporate lead generation, territory outreach, and telephone inquiries, ensuring consistent follow-up on sales leads.
Added 7 mins ago
DC
Senior Accountant - Public Company Audit
DMCL Chartered Professional Accountants
Vancouver, BC
- Full-time
In this role, you’ll be trusted to lead parts of our audits, work directly with clients, and help guide the team. We’re known for helping our people grow quickly - if you’re ready to take…
Added 7 mins ago
VC
Licensed Practical Nurse (LPN)
Vancouver Coastal Health
Sechelt, BC
- $32.84 to $41.35 CAD / hour
- Other
…taking smart risks, and "going first" when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in…
Added 7 mins ago
VC
Registered Nurse (RN) / Registered Psychiatric Nurse (RPN) - Long Term Care - Casual
Vancouver Coastal Health
Sechelt, BC
- $41.42 to $55.91 CAD / hour
- Other
Added 7 mins ago
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Nursing Unit Assistant (NUA) - Ambulatory Care
Vancouver Coastal Health
Sechelt, BC
- $30.03 CAD / hour
- Temporary
…taking smart risks, and "going first" when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in…
Added 7 mins ago
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Product Engineering Lead, Keet (100% Remote, Worldwide)
Tether Operations Limited
Remote, Canada
- Full-time
- Remote
…sets the direction. We're looking for a Product Engineering Lead to turn that direction into features people love, built to a standard that holds up at global…
Added 7 mins ago
RB
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
Royal Bank of Canada
Kitchener, ON
- Full-time
Lead change and allocate resources to meet the needs of the community, growing sales, revenue, and market share
Added 7 mins ago
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General Manager Food Services (CSNM), Long Term Care (81357001)
Sodexo Canada Ltd
Scarborough Bluffs Park, ON · Scarborough, Ontario
- Full-time
Lead by example; inspire your employees to follow your own actions
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Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Establish and lead a structured governance model for each account, including a defined cadence of operational meetings, service reviews, and executive reviews, with clear mechanisms to…
Added 7 mins ago
Senior Security Engineer, AWS Foundational Services Security
Amazon
Vancouver, BC
- Experience as a mentor, tech lead or leading an engineering team
Added 7 mins ago
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Senior Civil Engineer - Part Time
AECOM
Winnipeg, MB
- $175,000 to $192,000 CAD / year
- Part-time
…we're looking for an experienced Senior Civil Engineer to help lead the delivery of complex municipal wastewater projects while driving the growth of our practice across…
Added 7 mins ago
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Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Lead a team of Fund Accountants in delivering timely and accurate daily NAVs for a group of mutual funds
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Branch Manager - Kitchener-Waterloo Market - Elmira Branch
RBC
Kitchener, ON
- Full-time
Lead change and allocate resources to meet the needs of the community, growing sales, revenue, and market share
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Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
Global Program Leadership – Lead strategic planning, budget development, execution, and reporting for marquee global marketing programs where Canada plays a key role, ensuring alignment…
Added 7 mins ago
Director of Supply Chain Operations
Convergence Networks
Winnipeg, MB
Lead adoption of technology solutions to enhance visibility and operational control.
Added 7 mins ago
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Senior Project Engineer - Facilities
Lauren Services
Kelowna, BC
- Contract
Lauren Services is seeking a Senior Project Engineer, Facilities (P.Eng.) to lead the technical delivery of complex brownfield and greenfield industrial facility projects. This role is…
Added 7 mins ago
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Senior Project Engineer - Pipeline
Lauren Services
Kelowna, BC
- Contract
Lauren Services is seeking a Senior Project Engineer, Pipelines (P.Eng.) to support and lead the technical execution of major pipeline projects across North America. This is a senior…
Added 7 mins ago
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Automation Engineer
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…- we offer careers that empower you to grow, innovate, and lead in a sector that…
Added 7 mins ago
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Automation Engineer
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
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Senior Project Lead Engineer
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…them smarter, safer, and more sustainable. As a Senior Project Lead Engineer, you’ll play a pivotal role in delivering advanced substation automation solutions that keep the grid reliable…
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Automation Engineer
JR Automation
Montreal, QC · Saint-Laurent, QC
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Added 7 mins ago
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Technical Safety Specialist
JR Automation
Toronto, ON
- Full-time
Ability to lead and coordinate technical staff
Added 7 mins ago
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Senior Accountant
Pacific Coast Fruit Products Ltd.
Abbotsford, BC
- $85,000 to $95,000 CAD / year
- Full-time
Lead the month-end close process, including preparing and reviewing journal entries, working papers, and general ledger reconciliations
Added 7 mins ago
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Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
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BMO

Financial Planner

Surrey, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 12, 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 29, 2026

Original job description

Application Deadline:

11/11/2026

Address:

7140 Scott Road/120 Street

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 planning and advice to help customers achieve their financial goals while proactively engaging with clients to grow business. They are responsible for implementing business development strategies, managing client relationships, and ensuring compliance with all regulatory and ethical requirements.

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 planning
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Regulatory compliance
Portfolio management
Financial advice

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

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
Outbound Calling
Financial Advice
Regulatory Compliance
Portfolio Management
Customer Experience
Banking Products
Investment Strategies
Strategic Advice
Data Analysis
Stakeholder Management
Financial Industry
Licensing

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