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Added 11 mins ago
R|
ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
In partnership with program leadership, develops and promotes the program's trial activation services to industry sponsors and CROs, supporting business development;
Added 11 mins ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 11 mins ago
R|
Lab Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The Laboratory Manager oversees both the day-to-day administrative infrastructure and basic science research activities within the Otorhinolaryngological Sciences Laboratory. This dual-role…
Added 11 mins ago
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Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Team leadership: Supervise and support research staff and volunteers, including workload planning, weekly supervision, evaluations, contracts, professional development, training, and leave…
Added 11 mins ago
CG
Senior Manager, Cybersecurity Technology Transformation Services
Cyberium Group
Richmond, BC
- Part-time
We are looking for a Senior Manager, Cybersecurity Technology Transformation Services who will lead and deliver complex cybersecurity engagements across both assessment and implementation…
Added 57 mins ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
…the remaining days look like depends on your role and your manager. We talk about it early in the process so there are no surprises on either…
Added 1 hour ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 1 hour ago
XT
Business Development Manager
Xcite Tech
Calgary, AB
- Full-time
We are seeking an experienced Business Development Manager – Prairies who brings a combination of proven sales experience, hands-on aesthetic device expertise, and clinical training…
Added 1 hour ago
LC
Software Development Manager
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Lightspeed Financial Services is looking for a Software Development Manager in North America to grow and lead our technical team within the Financial Services organization.
Added 2 hours ago
UO
Manager of Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Director of the Kula: Library Futures Academy, the Manager of Operations provides leadership for the planning, coordination, communications, and operational infrastructure…
Added 2 hours ago
LH
Physiotherapist
Lifemark Health Group
Grande Prairie, AB
- Full-time
Build the next generation through mentorship and leadership (as assigned).
Added 2 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
Drive a Passion for Results – Provide Thought Leadership – Analyze and solve problems - Engage our People – Build collaborative relationships - Demonstrate Personal Leadership and Build…
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Ottawa, ON
- Full-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 2 hours ago
Engineering Lead
PERI
Calgary, AB
…the responsibility of the ENGL position to provide technical leadership to a team of Designers, Engineers, and Draftspersons, contributing to departmental work planning, scheduling, and…
Added 3 hours ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Akcelo is looking for an Account Director / Senior Account Manager who is available for an immediate start to join our Vancouver or LA team.
Added 3 hours ago
OT
Restaurant Manager
One Therapy Network
AB · Edmonton, AB
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
Added 3 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
…North/Central Alberta territory. This role leads territory development for Bray’s valve, actuator, and related flow control product lines by identifying new business opportunities,…
Added 3 hours ago
BI
Technical Inside Sales Manager
Bray International, Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The Technical Inside Sales Manager is the main point of contact for customer support within the inside sales department. This role supervises the inside sales and customer service teams for…
Added 3 hours ago
FS
Restaurant Manager
Firehouse Subs
Aurora, ON
- Full-time
…With more than 1,500 restaurants open and hundreds more in development, Firehouse Subs offers opportunities for growth across its franchise network. The organization values entrepreneurial…

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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