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Added 1 min ago
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Inventory Control Associate
ARC'TERYX
New Westminster, BC
- Full-time
Performs routine clerical duties, including data entry, uploading master data & fixed bin set up, following up emails and reporting daily work/performance to supervisor/team lead.
Added 1 min ago
K
Part-Time Key Lead (Toronto Premium Outlets)
Knix
Milton, ON
- $22.7 CAD / hour
- Part-time
We are looking for a dynamic and results-driven Key Lead to join our team. In this role, you will be at the heart of our store operations - fostering an inclusive environment, coaching a…
Added 1 min ago
TA
Entry Level Sales Specialist- TELUS Communications
The Acquisition Group
Port Moody, BC
- Full-time
A performance-driven environment that values effort, consistency, and growth
Added 1 min ago
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Travel Product & Sales Digital Specialist
AMA - Alberta Motor Association
Edmonton, AB
- Full-time
As our Travel Product and Sales Digital Experience Strategist, you’ll advance the online member experience and digital growth strategy within AMA’s Travel division. You’ll be the primary…
Added 1 min ago
A-
Travel Product & Sales Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
…travelers. As the Manager, Travel Products and Sales, you’ll lead the charge in driving the modernization of AMA Travel’s services and member experience, fostering supplier relationships,…
Added 1 min ago
M
Manager, Affinity Advisor Marketing
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Lead and develop a team of marketing and communications professionals focused on delivering growth and exceptional customer experiences.
Added 1 min ago
SI
Field Development & Sales Growth Manager – Canada
SGII Inc dba SeneGence
Burnaby, BC
- $80,000 to $95,000 CAD / year
- Full-time
Do you thrive on building relationships, inspiring others, and turning great ideas into measurable sales growth? Are you energized by coaching, training, and helping people reach their full…
Added 1 min ago
IF
Talent Management Specialist
Intact FC
Toronto, ON · Montreal, QC · Calgary, AB
- Full-time
Act as annual talent cycle lead / champion with the goal of building capability and driving consistency and best practices in talent management across your BU.
Added 1 min ago
SI
Retail Assistant Manager
Staples Inc.
Quebec, QC
- Full-time
…solutions mindset to build relationships and drive business…
Added 16 mins ago
Operations Manager
International Business University
Ottawa, ON
The Operations Manager serves as the operational lead for the Ottawa campus, overseeing facilities, student services, campus administration, health and safety, and coordination with…
Added 16 mins ago
Manager, Business Development
International Business University
Ottawa, ON
…across the Ottawa region while helping drive IBU's continued growth and…
Added 16 mins ago
SS
General Manager
Sienna Senior Living
Surrey, BC
- Full-time
…of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most senior leader in our home, you will serve as the cornerstone…
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Project Manager, Construction
Dream
Toronto, ON
- Full-time
Added 16 mins ago
Manager, Day to Day Banking - 18 Month Term
Scotiabank
Toronto, ON
Develop new opportunities and programs to increase portfolio growth & retention
Added 16 mins ago
Managing Director Corporate Finance Technology Innovation Banking Commercial Banking
Scotiabank
ON · Toronto, ON
…With a national presence in Canada in major markets, we assist growth-oriented companies in reaching their goals across a wide range of…
Added 16 mins ago
Sr. Manager, New Concepts & Add-ons
HelloFresh
Toronto, ON
Lead high-value commercial negotiations and contract management, and set cost optimization and margin targets across the portfolio
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Business Development Representative
Citylitics
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
…competitive spirit, and a proven track record in driving business growth? Do you have at least 6 months of experience in SaaS sales and a strong desire to continue expanding your expertise…
Added 16 mins ago
VC
Business Development Representative
Valsoft Corporation
Remote, Canada
- Remote
…closely with a small sales team, see your contribution to Marea’s growth, and build skills that can help you progress in the…
Added 16 mins ago
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Managing Technical Consultant, Archaeologist
ERM
Toronto, ON · Ottawa, ON · Saskatoon, SK · Whitehorse, YT · Smithers, BC · Vancouver, BC · Calgary, AB
- $90,700 to $110,000 CAD / year
- Full-time
Ready to Lead and Shape the Future of Cultural Heritage?
Added 16 mins ago
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Full Time Sales Lead
Pandora
Vancouver, BC
- Full-time
The Sales Lead will be the ultimate Pandora Fan. As a Sales Lead, you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering exceptional customer…
Added 16 mins ago
E-Commerce Activation Manager (18-month contract)
Nestle Operational Services Worldwide SA
Montreal, QC
We are looking for an experienced and strategic eCommerce Activation Manager to lead our B2C digital sales channel in Canada. This 18-month contract opportunity to cover a maternity leave.
Added 16 mins ago
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(CAN) Stocking 2 Team Lead
Walmart
Charlottetown, PE
- Full-time
10. Partner with Coach/People Lead to facilitate performance management and growth conversations for Associates. Supports recruiting and hiring new associates.
Added 16 mins ago
Supervisor, Golf Operations BraeBen
City of Mississauga
Mississauga, ON
Lead all aspects of golf staff recruitment, training, scheduling, supervision, and development to ensure effective operations and exceptional customer service.
Added 16 mins ago
FG
Bookkeeper
Fairfield Gonzales Community Association
Victoria, BC
- Full-time
…financial systems and processes that support the continued growth of our…
Added 16 mins ago
MT
Senior Product Manager
Meal Ticket
Canada
- Full-time
…improve customer outcomes, strengthen retention, and drive…

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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