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Added 1 min ago
AR
Cashier
A&W Restaurants
Swift Current, SK
- $16 CAD / hour
- Full-time
We encourage candidates to apply through the posting link for priority processing. If the link is not working, you may submit your resume using one of the options below:
Added 1 min ago
AR
Kitchen
A&W Restaurants
Swift Current, SK
- $16 CAD / hour
- Part-time
We encourage candidates to apply through the posting link for priority processing. If the link is not working, you may submit your resume using one of the options below:
Added 1 min ago
AR
Kitchen
A&W Restaurants
AB
- Full-time
We encourage candidates to apply through the posting link for priority processing. If the link is not working, you may submit your resume using one of the options below:
Added 1 min ago
GS
Manager, Sales – SmartRock North America
Giatec Scientific Inc.
Ottawa, ON
- Full-time
This is a coach-first role. Your job is to make every seller on the team measurably better, every week. It is also a build role: you’ll redesign how the team works by putting AI and…
Added 1 min ago
KO
Membership Director
KidStrong of Alberta
Remote, Canada
- $48,000 to $65,000 CAD / year
- Full-time
- Remote
If this sounds exciting, please submit your resume and cover letter, outlining WHY you think you would be a great fit for KidStrong.
Added 1 min ago
KO
Membership Director
KidStrong of Alberta
Remote, Canada
- $48,000 to $65,000 CAD / year
- Full-time
- Remote
If this sounds exciting, please submit your resume and cover letter, outlining WHY you think you would be a great fit for KidStrong.
Added 1 min ago
CF
Analyst, Equity Capital Markets
CI Financial
Toronto, ON
- Full-time
Added 1 min ago
B
Product Manager, Savings - Everyday Banking Products
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 1 min ago
B
Senior Analyst, Campaign Delivery
BMO
Toronto, ON · BMOPLACE
- Full-time
…opportunities, we’ll help you gain valuable experience, and broaden your…
Added 16 mins ago
Clinical Resource Nurse (N3) - Surgery B2/L2/PAC/NFA - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Applicants are required to submit a letter of application including a current resume.
Added 16 mins ago
JR
Sr. Retail Store Manager
JRoss Retail Recruiters
Canmore, AB
- $80,000 to $84,000 CAD / year
- Full-time
Contact Pamela Loupelle at 403.214.7578 x1 or submit your resume in confidence below.
Added 31 mins ago
DC
Senior Accountant - Public Company Audit
DMCL Chartered Professional Accountants
Vancouver, BC
- Full-time
Submit your resume through our website by clicking the Apply button. Research shows that some candidates hesitate to apply unless they meet every requirement. If you're excited about this…
Added 31 mins ago
AV
Apply to Top Talent Network
Approach Venture
Leading Tickles, NL
- Full-time
If you’re ready to take on meaningful challenges in software, hardware, propulsion, robotics, or leadership, submit your resume. Our team will review your background and reach out when…
Added 31 mins ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS004)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 46 mins ago
Document Tech
Pure Flavor
Staples
If you are looking for a challenging and rewarding career opportunity, submit your resume to Pure Flavor today!
Added 46 mins ago
WS
Junior IT Security Specialist (12 month temporary)
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
explore many career paths and follow your passion
Added 46 mins ago
CC
Administrative & Order Processing Coordinator
Consult2Bond Canada
Milton, ON
- Full-time
Please submit your résumé and a brief introduction highlighting your experience and interest in the position.
Added 1 hour ago
EC
Speech-Language Pathologist
ErinoakKids Center for Treatment and Development
Oakville, ON
- Temporary
…in stream, site, or employment status) should select “Paste Resume” and clearly outline your requested change in the text box…
Added 1 hour ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
Added 1 hour ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 1 hour ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
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…
Added 1 hour ago
MR
Project Coordinator (Civil Construction)
Maple Reinders
Mississauga, ON
- $70,000 to $90,000 CAD / year
- Full-time
Submit your resume and project list through this posting or on our website. Only those selected for an interview will be contacted.
Added 1 hour ago
PG
Junior Motion Designer
Publicis Groupe Holdings B.V
Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
Submit a resume with a link to your website and/or demo reel (please include an accurate breakdown of your contributions)
Added 1 hour ago
LS
Head of Product Partnerships - Permanent - 19563
LRO Staffing
Toronto, ON
- Full-time
Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please…
Added 1 hour ago
Manager of P25 Radio Operations
Department of Forestry, Agriculture and Lands
St. John's, NL
It is the responsibility of applicants to submit a resume that clearly demonstrates the required screening criteria outlined in the job description.

BMO

Financial Planner

Surrey, BC, Canada

Full-time

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Applications open in a new tab.

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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