Jobs in Canada

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Added 5 mins ago
N
Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
Ability to lead by example and work well independently and within a team
Added 6 mins ago
RM
Guest Services Manager - Vancouver (Seasonal Full Time, February to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
Serving It Right (SIR) or ProServe certification required; Food Safe Level 2 preferred
Added 6 mins ago
AP
Account Representative - Sudbury Region
Atlantic Packaging Products Ltd.
ON · Greater Sudbury / Grand Sudbury, ON
- Full-time
Candidates who are 18 years or older are required to complete a criminal and background check. Details will be provided through the application process.
Added 6 mins ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Lead day to day engagement with individual product teams on impacts to their business, advise and support teams on material considerations for new product development, and escalate delays…
Added 20 mins ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
Lead monthly financial analysis, reporting packages, and business commentary for Regional Administration and Finance leadership
Added 20 mins ago
VH
RPN - Hospital & Partnership Program (Western Region)
VHA Home HealthCare
Mississauga, ON
- Part-time
The successful candidate will work evening shifts and participate in a bi-weekly weekend rotation
Added 20 mins ago
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Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Strategic planning: Develop project objectives, timelines, and operational strategies, coordinate strategic planning and monitor progress toward project milestones.
Added 20 mins ago
LC
Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
The Pas, MB
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 20 mins ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Participate in the planning and coordination of in-person Network events, taking the lead in advocating for and ensuring the needs and perspectives of public partners and people with…
Added 20 mins ago
U
Senior Business Analyst
UST
ON · Ontario, Canada
- Full-time
Lead, organize, and execute client projects according to client requirements.
Added 20 mins ago
BC
Program BIM Lead
Bechtel Corporation
Toronto, ON
- Full-time
Lead coordination and alignment of BIM activities across design subcontractors, including coordinate systems, templates, design review processes, and clash management, ensuring consistent…
Added 20 mins ago
C
Senior Business Analyst - St. Johns, NL
CGI
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Lead discovery sessions, interviews, and workshops with business and technical stakeholders.
Added 20 mins ago
CF
Physical Exercise Specialist
Canadian Forces Morale and Welfare Services
Comox, BC
- Full-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 20 mins ago
VH
RPN - Hospital & Partnership Program (Western Region)
VHA Home HealthCare
Brampton, ON
- Part-time
The successful candidate will work evening shifts and participate in a bi-weekly weekend rotation
Added 20 mins ago
VH
RPN - Hospital & Partnership Program (Western Region)
VHA Home HealthCare
Oakville, ON
- Part-time
The successful candidate will work evening shifts and participate in a bi-weekly weekend rotation
Added 20 mins ago
AI
ServiceNow Solution Architect (ITSM, ITOM, CMDB, SecOps)
Apptoza Inc.
Vancouver, BC
- Full-time
Translate business requirements, application management scope, enhancement demand and operational pain points into scalable designs.
Added 20 mins ago
C
Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
The Manager has a strong understanding of payroll concepts, terminology, and key issues, enabling them to effectively lead teams, support the resolution of complex situations, and ensure…
Added 20 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
Contribute to the planning, marketing, and execution of annual employer events that showcase the value of hiring University of Calgary students and alumni.
Added 20 mins ago
R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
…leadership and technical oversight across its Enterprise Resource Planning (ERP) portfolio. Reporting into enterprise delivery and architecture stakeholders, you will design and govern…
Added 20 mins ago
U
Administrative Associate
UNDP
Montreal, QC
- Full-time
The Bureau of Administration and Services (ADB) plays a lead role in the effective and efficient administrative management of the Organization by ensuring the provision of high-quality…
Added 20 mins ago
R
Director, Global Functions Financial Control
RBC
Toronto, ON
- Full-time
…team reports to the VP, Corporate Support Controller. You will lead a team across three strategic mandates: financial control and governance for Global Functions, finance support for RBC's…
Added 20 mins ago
ME
Regional Manager – Winnipeg Region
MANITOBA EMPLOYMENT ESSENTIALS AND TRAINING (MEET)
Winnipeg, MB
- Full-time
Participate in strategic and operational planning and lead the implementation of approved regional initiatives.
Added 20 mins ago
UO
Automation Analyst, Capital Projects
University of British Columbia
Vancouver, BC · UBCV | Campus & Community Planning (CCP)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
Application Development | Facilities Information and Inventory Systems | Customer Services & Informatics | Facilities
Added 20 mins ago
T
Software Engineer III - IVR
TD
Toronto, ON
- Full-time
In conjunction with the Solution Architect, assist the Application Owner, Development Manager and Technical Delivery Lead by providing effort estimates for new projects and initiatives
Added 20 mins ago
M
Gestionnaire principal(e) de portefeuille / Principal Portfolio Manager
McKesson
Montreal, QC
- Full-time

BMO

Financial Planner

Kamloops, BC, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 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 13, 2026

Original job description

Application Deadline:

11/26/2026

Address:

750 Fortune Drive

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Financial Planner provides investment planning and advice to help customers achieve their financial goals through the sale of managed products. They are responsible for business development, managing client relationships, and identifying opportunities to grow the bank's business.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. They are also required to meet all regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Strategic advice
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 Products
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Customer Experience
Financial Advice
Regulatory Compliance
Portfolio Management
Strategic Planning
Data Analysis
Banking
Lending
Investments
Client Acquisition
Branch Referrals
Financial Industry

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Work requirements

Jobs in Canada