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Added 12 mins ago
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Technical Sales Intern- Mississauga
Captiveaire - Region 114 Western PA
Mississauga, ON
- Volunteer
The Sales engineering internship will focus on a variety of sales and customer related engineering tasks in a fast-paced environment. The ideal candidate is currently in a mechanical-or…
Added 12 mins ago
SC
Secondary Office Assistant - 0.4 FTE, 14 hours/week
Simcoe County District School Board
Barrie, ON
- Part-time
Participation in the OMERS Pension Plan is mandatory for all full-time permanent employees, even if currently in receipt of an OMERS pension.
Added 12 mins ago
DD
GROUP 4 - PART TIME ELEMENTARY SCHOOL SECRETARY (EXTERNAL)
Durham District School Board
Oshawa, ON
- Part-time
We welcome you to bring your experiences, your passions, and your talents to our inclusive community. Join us and be part of a team that values your well-being as much as your…
Added 12 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Aurora, ON
- $18 CAD / hour
- Full-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 27 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dieppe, NB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 27 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dieppe, NB
- Part-time
Maintain excellent customer service and checkout area
Added 27 mins ago
SD
Beauty Specialist, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Orleans, ON
- Part-time
Always put the Customer first and provides superior customer service
Added 27 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Milton, ON
- Part-time
Maintain excellent customer service and checkout area
Added 27 mins ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Part-time
Maintain excellent customer service and checkout area
Added 27 mins ago
SD
Gérant(e) adjoint(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 27 mins ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Steinbach, MB
- Part-time
Motivated to learn new things and delivering great customer service
Added 27 mins ago
LC
Produce Clerk Part Time Day
Loblaw Companies Limited
Burnaby, BC
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Meat Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Winnipeg, MB
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Grocery Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Winnipeg, MB
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Cashier Part Time Day
Loblaw Companies Limited
Corunna, ON
- Part-time
Motivated to learn new things and delivering great customer service
Added 27 mins ago
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Meat Clerk Part Time Day
Loblaw Companies Limited
Mission, BC
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Personal Shopper Part Time Evening Greenlight Requisition
Loblaw Companies Limited
Antigonish, NS
- Part-time
Provide great customer service by assisting with general questions, maintaining a positive environment
Added 27 mins ago
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Meat Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Dauphin, MB
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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HMR Clerk Part Time Day
Loblaw Companies Limited
Sussex, NB
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Service Clerk Part Time Evening
Loblaw Companies Limited
ON
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 27 mins ago
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Pharmacy Assistant PT Part Time Day
Loblaw Companies Limited
Dartmouth, NS
- Part-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 27 mins ago
TT
Retail Store Coordinator Full Time - Ancaster
The TJX Companies, Inc.
Ancaster, ON
- Full-time
Drive operational excellence in areas like visual merchandising, customer service, back room and merchandise processing.
Added 57 mins ago
BP
Cook
Boston Pizza
Medicine Hat, AB
- $16.5 CAD / hour
- Part-time
Ready to bring the heat and be part of a great team? Apply today!
Added 1 hour ago
7
Store Crew
7-Eleven
Winnipeg, MB
- Full-time
…cash handling, fuel transactions, cleaning, and stocking are part of the role with some foodservice positions specifically tasked with food prep and foodservice safety. What you might not…
Added 1 hour ago
7
Store Crew
7-Eleven
Niagara Falls, ON
- Internship
…cash handling, fuel transactions, cleaning, and stocking are part of the role with some foodservice positions specifically tasked with food prep and foodservice safety. What you might not…

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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