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Added 13 mins ago
Recreation Manager
Optima Living
Medicine Hat, AB
Collaborates with the Sales/Marketing team to organize events that support the marketing plan and promote community activities.
Added 13 mins ago
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Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
Lead practice development activities, including new service offerings, training packages, recruiting initiatives and marketing.
Added 13 mins ago
Senior Administrative Assistant
Richardson Wealth Ltd
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Supporting social media activities, including LinkedIn postings, in partnership with Marketing
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JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Aurora, ON
Performance bonuses (in-store sales or management position);
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ASSISTANT MANAGER
Boutique La Vie En Rose
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Performance bonuses (in-store sales or management position);
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MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Performance bonuses (in-store sales or management position);
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MANAGER
Boutique La Vie En Rose
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Performance bonuses (in-store sales or management position);
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Quality Assurance Specialist
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Winnipeg, MB
…environment? If so, we are looking for someone like you! The following position is open to anyone residing in Winnipeg and surrounding areas with valid work…
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ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
Performance bonuses (in-store sales or management position);
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Marketing Manager - Calgary, AB
Optiom
Calgary, AB
- Full-time
Marketing • 8–10 Years Experience • Calgary, AB • Hybrid • Full-Time, Permanent
Added 13 mins ago
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Amazon eCommerce Strategist
NutraChamps
Toronto, ON · North York, Ontario
- Full-time
This position is based in Toronto and follows a hybrid work model. Applicants must be able to work from our Toronto office as required.
Added 13 mins ago
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Specialist, Business Development & Marketing
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
The Specialist, Business Development & Marketing will be responsible for providing support in the business development needs of the Regional office and dedicated sector focuses to enable…
Added 13 mins ago
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ASSISTANT MANAGER
Bikini Village
La Trinité-des-Monts, QC
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Performance bonuses (in-store sales or management position);
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Power BI Developer
LeverageTek Staffing Solutions
Ottawa, ON
- Contract
Hourly Rate Negotiable. This is an existing position vacancy.
Added 13 mins ago
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Sales Representative
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Kamloops, BC
- $58,300 to $72,900 CAD / year
- Full-time
Coordinate and execute key account and marketing programs, providing feedback on effectiveness.
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Marketing Coordinator
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has an open position for a Marketing Coordinator.
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Communications Specialist
Niagara Health
St. Catharines, ON
- Temporary
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Commercial Sales Specialist and Business Development
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Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
Role Description The Commercial Sales Specialist and Business Development role is a part-time hybrid position based in the Greater Vancouver Metropolitan Area, with a combination of on-site…
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System Engineer II - FTT
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- $100,080 to $150,120 CAD / year
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Admissions Counselor
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
…and on-camera content creator. On the counseling side, this position converts inbound and marketing-generated leads into enrolled students through high-volume, multi-channel engagement -…
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Program Manager, Brand Experience
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- $120,000 to $130,000 CAD / year
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- $90,000 to $105,000 CAD / year
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Collaborate with regional Sales, Marketing, Purchasing, and Product Development teams to support product launches, A&D initiatives, and market opportunities.
Added 13 mins ago
BV
ASSISTANT MANAGER
Bikini Village
Winnipeg, MB
- Full-time
Performance bonuses (in-store sales or management position);
Added 13 mins ago
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FRANCHISE OPERATIONS MANAGER
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- Full-time
The successful candidate will work closely with Head Office management, franchisees, suppliers, and our marketing team to ensure our restaurants operate efficiently, consistently, and…
Added 28 mins ago
TR
Product Manager
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- Full-time
The successful candidate will work collaboratively with various teams across Marketing, Digital, Legal business segments, Data & Analytics, and Commercial Engineering to ensure seamless…

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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