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Added 8 mins ago
WT
Team Lead, Collections
Wealthsimple Technologies
Remote, Canada
- $68,000 to $85,000 CAD / year
- Full-time
- Remote
As the Team Lead, Collections, you will lead a frontline squad of Collections Specialists working delinquent credit card and retail banking accounts. You sit at the intersection of Client…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Full-time
Canna Cabana is actively seeking Full Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · West Springs, Calgary, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Haysboro, Calgary, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at 14 St,…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Southland, Calgary, AB
- Full-time
Canna Cabana is actively seeking Full Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Vancouver, BC · Davie, Vancouver, BC
- Part-time
Canna Cabana is actively seeking Part-Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Sherwood Park, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 8 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Bridlewood, Calgary, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
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
…in a strong and consistent manner. This role will inspire, lead, coach and manage junior designers throughout the creative process from collaborative conceptualization to production and…
Added 8 mins ago
EN
Seasonal Pizza Maker (Full-Time) - Eataly Sherway Gardens
Eataly North America
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
- Contract
LEARN through our classes and our team’s product knowledge
Added 8 mins ago
BF
Creative Project Specialist
Bath Fitter
Saint-Eustache, QC
- Full-time
Vacation, personal days, and additional time off during the holidays
Added 23 mins ago
FG
Full-Time Keyholder Watch Station
Fossil Group
Ottawa, ON
- Full-time
We’re building what’s next at Fossil Group - and that chapter starts now. We have a vision to lead the industry in bold innovation across our products, experiences, and the way we connect…
Added 23 mins ago
SR
Senior Sales Operations Specialist
Swim Recruiting
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
Our client is a growing, entrepreneurial, high end retail brand. With 90 employees now and poised for growth, this is an exciting time to get into a growing brand still in its infancy. They…
Added 23 mins ago
N
Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
- Full-time
NIQ is seeking a Canada-based Senior Research Director, Customer Success - Automotive to lead our relationship with a major automotive manufacturer across the U.S. and Canadian markets.…
Added 38 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
…reach over 3 million customers through our online stores, Knix retail locations across North America and channels such as wholesale and Amazon. We are revolutionizing the apparel industry…
Added 38 mins ago
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
…network with our competitive referral programs to achieve your full…
Added 38 mins ago
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Financial Planner
BMO
Calgary, AB
- Full-time
…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…
Added 38 mins ago
P
Full Time Sales Lead
Pandora
Vancouver, BC
- Full-time
Dream to coach and inspire the sales team, fostering accountability for individual and the store performance. Provide real-time feedback and guidance to empower the team in achieving their…
Added 38 mins ago
CB
Sales Assistant- Full-Time with Benefits-Wonderland
COBS Bread
London, ON
- Full-time
Demand for COBS Bread is unprecedented in this time of need, and we are hiring sales team members to help serve our community.
Added 38 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
…reach over 3 million customers through our online stores, Knix retail locations across North America and channels such as wholesale and Amazon. We are revolutionizing the apparel industry…
Added 53 mins ago
CB
Sales Assistant- Full-Time with Benefits-Wonderland
COBS Bread
London, ON
- Full-time
Demand for COBS Bread is unprecedented in this time of need, and we are hiring sales team members to help serve our community.
Added 53 mins ago
H
Senior Interior Designer
Hays
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…thoughtful, high-end and unique spaces. Their portfolio spans retail, hospitality, residential and commercial workplace projects. They are currently looking for a Senior Interior Designer…
Added 53 mins ago
H
Shift Manager
Harvey's
ON · Simcoe, ON
- Full-time
Role Description The Shift Manager is a full-time, on-site role located at Harvey’s in Simcoe, ON. This role is responsible for supervising daily restaurant operations during assigned…

BMO

Financial Planner

Calgary, AB, Canada

Full-time

Apply About employer

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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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