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Added 10 mins ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 10 mins ago
Senior Specialist, Modelling
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Halifax, NS · Calgary, AB
A postgraduate degree or higher in quantitative disciplines such as finance, mathematics, economics, statistics or actuarial sciences.
Added 10 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 10 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 10 mins ago
AL
Assistant Property Manager
Avenue Living Residential
Calgary, AB
- Full-time
Assist the Residential Portfolio Manager in maintaining portfolio inventory levels to ensure availability of all suite types by conducting suite assessments in advance of move-outs,…
Added 10 mins ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Montreal, QC
- Full-time
As a Manager / Senior Manager, Restructuring & Turnaround, you will apply your professional and technical skills in finance, strategy, financial restructuring, and business operations on a…
Added 10 mins ago
CL
Transportation Warranty Analyst
Charger Logistics Inc.
Brampton, ON
- Full-time
Provide a daily report to the service manager regarding claims status.
Added 10 mins ago
SP
Financial Manager - Donations and Trusts
Saskatchewan Polytechnic
SK · Saskatchewan, Canada
- Other
The Manager, Donation and Trusts is a new role accountable for the financial administration and service-delivery of charitable gifts and trusts, gift acceptance and processing, and payment…
Added 10 mins ago
3S
Credit Coordinator / Administrative Assistant - 1 year contract
3 Step Recruitment Inc.
Dorval, QC
- Contract
Diplôme collégial en finance, commerce, comptabilité ou discipline connexe
Added 10 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
Interview process: 1 interview (virtual via MS Teams) with the Hiring Manager and Senior Leadership, approximately 1 hour in duration. A SQL test may be required; a possible second round…
Added 10 mins ago
CR
Accounting Manager
Clarity Recruitment
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
As the company moves into its next phase of scale, this is a key hire. The Accounting Manager is a standalone role reporting to the Director of Finance & Strategy and owns month-end close…
Added 10 mins ago
AP
Senior Director, People & Culture
Assiniboine Park Conservancy
Winnipeg, MB
- Full-time
…programs that create a clear growth pathway from first-line manager through executive level to address the organization's skill gaps, enhance employee capabilities, and promote employee…
Added 10 mins ago
VB
Spec, Procurement
Vale Base Metals
Toronto, ON
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 25 mins ago
Manager, Finance & Strategy - Consumer Experience
DoorDash Canada
Toronto, ON
We are looking for a Finance Manager to own the forecasting, reporting and planning for DoorDash's order quality costs including consumer credits and refunds, merchant error charges and…
Added 25 mins ago
R
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 25 mins ago
Finance Manager, Investments
Westerkirk
Victoria, BC
Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking a Finance Manager, Investments. The organization is a single-family office managing assets via…
Added 25 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 25 mins ago
P
Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
As an Operations Consulting - 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 25 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Brooks, AB
We’re searching for a Branch Manager. Are you searching for new possibilities?
Added 25 mins ago
Senior Administrative Assistant
Richardson Wealth Ltd
Toronto, ON
Booking meeting rooms and coordinating logistics for leadership meetings, branch manager calls, and roundtables
Added 25 mins ago
Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
Added 25 mins ago
R
Manager, Mortgage Specialist
RBC
Sherbrooke, QC
- Full-time
Added 25 mins ago
O
Marketing Manager - Calgary, AB
Optiom
Calgary, AB
- Full-time
Insurance, automotive finance, or financial services experience - especially in a dealer or broker distribution model; if you know how an F&I product gets presented at a dealership, that…
Added 25 mins ago
MS
Senior Analyst, Real Estate Investments
Make Space
New Westminster, BC
- Full-time
…brings a recommendation to the table. You’ll report to our Manager, Business Intelligence and work closely with senior leadership, and your analysis will land in front of investors, lenders…
Added 25 mins ago
N
Amazon eCommerce Strategist
NutraChamps
Toronto, ON · North York, Ontario
- Full-time
Reporting to the Amazon Channel Manager, you'll play a critical role in developing and executing strategies to grow our existing product portfolio, launch new products, improve organic…

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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