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Added 8 mins ago
Senior Specialist, Modelling
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Halifax, NS · Calgary, AB
Co-develop and maintain quantitative models used for underwriting, pricing, stress testing, capital adequacy, business analytics and automated tools, ensuring full lifecycle management in…
Added 8 mins ago
AI
Junior Project Manager - Mechanical Services
Ainsworth Inc
Mississauga, ON
- Full-time
The Junior Project Manager - Mechanical Services is an integral member of the project team responsible for supporting the successful planning, execution, and delivery of retrofit and…
Added 8 mins ago
SC
Financial Advisor - Delia
Servus Credit Union
Delia, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 8 mins ago
VC
Clinical Coordinator, Mental Health and Substance Use - Registered Nurse (RN) / Registered Psychiatric Nurse (RPN)
Vancouver Coastal Health
Vancouver, BC
- $49.2 to $63.47 CAD / hour
- Full-time
Coordinates client care activities to deliver primary care, mental health and substance use services including housing and crisis intervention to designated residents/clients/patients.…
Added 8 mins ago
VC
Peer Advocate (Mental Health and Substance Use)
Vancouver Coastal Health
Vancouver, BC
- $33.46 to $35.31 CAD / hour
- Full-time
…population/community. Provides advocacy for client friendly services free of discrimination and barriers and supports clients and their support network with locating health, social and…
Added 8 mins ago
Enterprise Sales Development Representative
Hootsuite
Vancouver, BC
…role open to candidates in Vancouver and will report into the Manager, Sales…
Added 8 mins ago
VE
Administrative Assistant
Veolia Environnement SA
Edmonton, AB
- Full-time
Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group…
Added 8 mins ago
IB
Manager, Art Direction (14-month contract)
Indigo Books & Music
Toronto, ON
- $100,000 to $125,000 CAD / year
- Full-time
The Manager, Art Direction is responsible for ideation and creation of campaign elements and assets from concept to completion ensuring all creative outputs are on brand and support…
Added 8 mins ago
HO
Assistant Manager, Event and Fine Dining Operations
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
You will play an important part in supporting the delivery of catering services, Fine Dining operations, parliamentary functions, and special events. Working closely with the Event and Fine…
Added 8 mins ago
HO
Assistant Manager, Cafeteria and Business Operations
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
In this role, you will serve as a key operational leader within Food Services, supporting the day-to-day operations of multiple cafeteria locations and the Gourmet Market. Working closely…
Added 9 mins ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Montreal, QC
- Full-time
…and uncertainty as a result of a variety of reasons including business underperformance, an imminent liquidity crisis and/or an inability to raise new capital. When companies are faced with…
Added 9 mins ago
NS
Software Development Agile Business Analyst
NHS Scotland
Mackenzie, BC
- Full-time
…to join NHS Tayside Digital Directorate as the Development Services Team will be key to many of the developments in this new…
Added 9 mins ago
OH
Director of Training & Coaching Development (Personal Training)
One Health Clubs
Mississauga, ON
- $80,000 to $90,000 CAD / year
- Full-time
This is not a general fitness manager or sales role. You are the technical head of coaching at OHC, leading the coaching quality of a department of 25+ trainers. You do not carry your own…
Added 9 mins ago
XI
Field Sales & Marketing Representative (Door to Door Sales)
Xplore Inc.
Canada
- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 9 mins ago
GT
Marketing Coordinator
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $37 to $45 CAD / hour
- Contract
Proficiency in Meta Business Manager, LinkedIn Campaign Manager, and social media publishing software (Sprinklr preferred)
Added 9 mins ago
OF
Outreach Coordinator
Ontario First Nations Technical Services Corporation
Brantford, ON
- Full-time
The Ontario First Nations Technical Services Corporation (OFNTSC) is a non-profit organization that provides technical advisory services, training, and capacity development to First Nations…
Added 9 mins ago
GT
Senior BI Developer / Data Analyst - DAX and Power Query
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $85 to $100 CAD / hour
- Contract
Work closely with business and technical stakeholders to investigate data discrepancies and resolve reporting issues.
Added 23 mins ago
Donation Pick Up Driver
Diabetes Canada / National Diabetes Trust
Brockton, ON · Hanover, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 23 mins ago
Donation Pick Up Driver
Diabetes Canada / National Diabetes Trust
London, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 23 mins ago
P
Internal Audit Senior Manager
PwC
Toronto, ON
- Full-time
As an Internal Audit Senior Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 23 mins ago
P
Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs,…
Added 23 mins ago
Quality Assurance Specialist
Manitoba Blue Cross
Winnipeg, MB
Work directly with Experience Division (Business Solutions, Case Management, Client Service, Marketing & Communications, and Member Services) Leaders in developing and reviewing…
Added 23 mins ago
Retail Associate, ReStore North York
Habitat for Humanity GTA
Toronto, ON
Store Hours: 9:00 am - 6 pm (must be willing to work weekends, based on business needs)
Added 23 mins ago
R
Manager, Mortgage Specialist
RBC
Sherbrooke, QC
- Full-time
Cultivate local business opportunities through the development of relationships within the community and centres of influence
Added 23 mins ago
O
Marketing Manager - Calgary, AB
Optiom
Calgary, AB
- Full-time
This is a leadership role with real influence in the business. You will report directly to the Head of Marketing and direct a Marketing Coordinator who supports you day-to-day. You will…

BMO

Financial Planner

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 20, 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: Nov 6, 2026

Original job description

Application Deadline:

11/19/2026

Address:

1600 90th Avenue Southwest

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 personalized investment and financial advice to help customers achieve their goals while proactively identifying new business opportunities. 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
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
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
Outbound Calling
Relationship Management
Sales Targets
Financial Industry
Regulatory Compliance
Customer Experience
Strategic Advice
Banking Products
Lending
Investments
Financial Goals
Client Acquisition
Branch Referrals
Data Analysis

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