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Added 10 mins ago
HC
Probationary / Permanent - Core French (1.00 FTE)
Halton Catholic District School Board
Burlington, ON
- Full-time
The Halton Catholic District School Board (HCDSB), in partnership with home and Church, is an inclusive and equitable learning community dedicated to providing excellence in Catholic…
Added 41 mins ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Required skills: Client-focused, Critical Thinking, Decision Making, Diversity & Inclusion, Emotional Intelligence, Learning Agility, Managerial Courage, Mobilization, Partner Development,…
Added 41 mins ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
…you master your job, with personalized content for continuous learning. You’ll have access to colleagues with a wide range of expertise to enrich your development in all…
Added 1 hour ago
SI
Sales Associate
Staples Inc.
Yellowknife, NT
- Full-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Newmarket, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
BC
Junior Data Analys
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
A supportive environment for learning and developing analytical skills.
Added 1 hour ago
MH
Land Development Manager
Mattamy Homes
Ottawa, ON
- Full-time
The Land Development Manager is responsible for development projects from beginning to end while utilizing Mattamy resources effectively and managing projects through internal and external…
Added 1 hour ago
Human Resources Administrator
Bayshore
Thunder Bay, ON
Commitment to continuous learning and professional development.
Added 2 hours ago
L
Assistant Manager, Guest Experience | Rideau Centre
lululemon
Ottawa, ON
- Full-time
Support ongoing learning and development of team members consistently and equitably by providing direct feedback, coaching, mentoring, and continuous development check-ins.
Added 3 hours ago
CG
Senior Manager, Cybersecurity Technology Transformation Services
Cyberium Group
Richmond, BC
- Part-time
Continuous Learning and Skill Development Opportunities
Added 3 hours ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
If you enjoy exploring new ways to solve problems, learning continuously, and applying AI to make your work smarter and more impactful, you'll thrive here.
Added 3 hours ago
S
Operations Consultant - Full Time
Sephora
Langford, BC
- $19.85 to $24.8 CAD / hour
- Full-time
…bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 4 hours ago
SC
Sales Associate
Staples Canada
Belleville, ON
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 4 hours ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 4 hours ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 4 hours 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 5 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 5 hours ago
LH
Physiotherapist
Lifemark Health Group
Grande Prairie, AB
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 5 hours ago
SC
Sales Associate
Staples Canada
Calgary, AB
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 5 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 5 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 5 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 6 hours ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
A workplace that offers learning and development opportunities, an unbelievable work environment with state-of-the-art facilities and loads of perks!
Added 6 hours ago
CH
Accounts Receivable Coordinator (6 Month Contract)
CBI Health
Toronto, ON
- Full-time
Continuous learning and skills development, including management opportunities
Added 7 hours ago
Retail Experience Lead
Fire & Flower Inc.
Canmore, AB
Access to internal learning & development programs

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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