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Added 6 mins ago
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Financial Advisor
RBC
St. John's, NL
- Full-time
Works with manager and colleagues to learn and practice core competencies required to deliver client discovery, advice solutions and recommendations appropriate for evolving financial needs.
Added 6 mins ago
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Financial Advisor
RBC
Burnaby, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 6 mins ago
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Director, Strategy
RBC
Toronto, ON
- Full-time
Manage budgets and financial planning in collaboration with finance and business management teams.
Added 6 mins ago
T
Personal Banking Associate - l'Assomption Branch
TD
L'Assomption, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 6 mins ago
T
Personal Banking Associate - New Glasgow
TD
New Glasgow, NS
- Part-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 6 mins ago
T
Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 6 mins ago
T
Financial Crime Risk Specialist (5440)
TD
Toronto, ON
- Full-time
The Financial Crime Risk Specialist, Financial Crime Risk Management (FCRM) Reporting and Strategic Insights, Canada is responsible for leading strategic initiatives, process improvement,…
Added 6 mins ago
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Financial Planner
TD
Toronto, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 6 mins ago
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Personal Banking Associate - Mandarin or Spanish Language Skills an Asset
TD
Surrey, BC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 6 mins ago
SL
Manager Forecasting, Workforce Management
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 6 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Chestermere, AB
Total rewards program that takes care of your financial, physical, and mental health
Added 6 mins ago
CT
Category Business Manager - Hardgoods (12 Month Contract)
Canadian Tire Corporation
Calgary, AB · Quarry Park
- Full-time
The Category Business Manager is responsible for the curation of product assortments, marketing initiatives and promotional strategy. Development and implementation of the category plans,…
Added 6 mins ago
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Customer Service Representative - Mandarin Speaker
BMO
Toronto, ON
- Part-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 6 mins ago
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Customer Service Representative
BMO
Toronto, ON
- Part-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 7 mins ago
WC
Finance Manager, Investments
Westerkirk Capital
Victoria, BC
- $120,000 to $150,000 CAD / year
- Full-time
Reporting to the Director of Finance, the Finance Manager, Investments leads the accounting and financial reporting for Westerkirk’s investment entities. The role has broad exposure across…
Added 7 mins ago
RH
Senior Accountant
Robert Half
AB · Edmonton, AB
- $95,000 to $115,000 CAD / year
- Full-time
…South Edmonton. Reporting directly to the Controller/Finance Manager, you will play a critical role in managing full-cycle month-end reporting, performing deep-dive financial analysis, and…
Added 7 mins ago
R
Manager, Mortgage Specialist- EN
RBC
Sherbrooke, QC
- Full-time
Minimum of 3-5 years of sales leadership experience in financial services
Added 7 mins ago
T
Montréal Centre – Événement de recrutement en personne (18 novembre 2026)
TD
Montreal, QC
- Part-time
TD Securities is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction,…
Added 7 mins ago
O
Yardi systems & Business Solutions Specialist
Olymbec
Montreal, QC
- Full-time
Added 7 mins ago
TH
MANAGER FINANCE - INVENTORY FINANCE
The Home Depot Canada
Toronto, ON
- Full-time
In this position, the Manager, Finance (Inventory Finance), will be expected to provide total financial leadership, direction and analysis for their respective business units. The Manager,…
Added 7 mins ago
NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Part-time
The Manager, Business Analysis is responsible for leading the development, evaluation and validation of business cases and other contractual arrangements to support quality decision-making.…
Added 21 mins ago
DB
Controller
DMG Blockchain Solutions
Delta, BC
- Full-time
DMG is seeking a Controller with the capability and ambition to grow into a senior financial leadership position, with a potential path to Chief Financial Officer. The Controller will lead…
Added 21 mins ago
M
Manager, Affinity Advisor Marketing
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
We’re looking for an outgoing, passionate, results-driven Marketing Manager to join the Manulife Insurance Marketing team in support of the Affinity Advisor channel. We're building deeper…
Added 37 mins ago
Senior Manager, Software Development (Hybrid)
First West
Langley (District), BC · Langley, BC
Core Banking & Financial Services Development: Provides technical and delivery oversight for core banking solutions and connected services, aligned with the direction, priorities and…
Added 37 mins ago
Manager, Day to Day Banking - 18 Month Term
Scotiabank
Toronto, ON
The Manager, Day to Day Banking, is responsible for the development and management of core Day to Day bank accounts, associated revenue, and expenses. The incumbent will manage the tactics…

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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