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Added 14 mins ago
SI
Retail Sales Supervisor
Staples Inc.
Calgary, AB
- Full-time
As a Sales Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the business will…
Added 14 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Charlottetown, PE
- Part-time
Maintain excellent customer service and checkout area
Added 14 mins ago
SD
Cashier, Hourly Part Time Day
Shoppers Drug Mart
Waterloo, ON
- Part-time
Maintain excellent customer service and checkout area
Added 14 mins ago
SD
Pharmacist, Hourly Part Time Evening
Shoppers Drug Mart
Toronto, ON
- Part-time
Commitment to providing exceptional customer service
Added 14 mins ago
SD
Care Concierge, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Kemptville, ON
- Full-time
Outstanding customer service skills and the ability to consistently produce positive interactions with patients
Added 14 mins ago
W
(CAN) stocking 1 Team associate
Walmart
AB
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 14 mins ago
C
Food Service Worker On Call
Cook
ON · BROCKTON, ON
- Part-time
Provide service in all retail areas, including cashiering and line serving.
Added 14 mins ago
W
(CAN) Produce Stocker FT
Walmart
Salmon Arm, BC
- Full-time
Working as a Produce Stocker at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. The Produce Stocker delivers excellent customer service by…
Added 14 mins ago
LC
Deli Clerk Part Time Night
Loblaw Companies Limited
Brockville, ON
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 14 mins ago
LC
Grocery Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Toronto, ON
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 14 mins ago
LC
Grocery Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Kingston, NS
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 14 mins ago
LC
Grocery Clerk Part Time Evening
Loblaw Companies Limited
Liverpool, NS
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 14 mins ago
SC
Sales Associate
Staples Canada
Belleville, ON
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 14 mins ago
PV
Keyholder
Pet Valu
Vaughan, ON
- Part-time
At least 2 years of experience in retail or customer service
Added 28 mins ago
CI
Team Lead, Sales Part Time
Crocs, Inc.
Edmonton, AB
- Part-time
We are hiring a Part Time Team Lead, Sales to deliver outstanding consumer experiences, support store operations, lead by example on the sales floor, and help drive team and sales goals…
Added 28 mins ago
CI
Team Lead, Sales Part Time
Crocs, Inc.
Edmonton, AB
- Part-time
We are hiring a Part Time Team Lead, Sales to deliver outstanding consumer experiences, support store operations, lead by example on the sales floor, and help drive team and sales goals…
Added 28 mins ago
CI
Sales Associate, Seasonal
Crocs, Inc.
Edmonton, AB
- Part-time
We are hiring a Seasonal Sales Associate to deliver exceptional consumer experiences, support sales and merchandising across all store areas, manage POS and stockroom tasks, and help drive…
Added 28 mins ago
CI
Sales Associate, Seasonal
Crocs, Inc.
Edmonton, AB
- Part-time
We are hiring a Seasonal Sales Associate to deliver exceptional consumer experiences, support sales and merchandising across all store areas, manage POS and stockroom tasks, and help drive…
Added 58 mins ago
S-
Seasonal Part Time Sales Associate (OPEN AVAILABILITY)
Showcase - Home of the Hottest Trends
Mississauga, ON
- Part-time
…demonstrating and selling the hottest trending products in retail. You will be asked to maximize the sales of the store by achieving and surpassing personal productivity goals while being a…
Added 58 mins ago
DSW: Sales Associate
DSW-Designer Shoe Warehouse
Calgary, AB · AB · Rocky View, Alberta
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 1 hour ago
SC
Sales Associate
Staples Canada
Calgary, AB
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 1 hour ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
Always put the Customer first and provides superior customer service
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- 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 1 hour ago
W
(CAN) Temporary Overnight Associate
Walmart
Stephenville, NL
- Part-time
To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers,…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- 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.

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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