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PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
The Senior Financial Accountant, Financial Reporting role sits within the Pacific Life Re (PL Re) Financial Reporting and Tax (FRT) team and reports to the Manager, Financial Reporting.
Added just now
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
Commercial and project leadership capability across proposals, bids, scope, schedules, budgets, contracts, risk, change management, and financial performance.
Added just now
OI
Manager, Business Information and Analytics
Ottawa International Airport Authority YOW / Administration de l'aéroport international d'Ottawa YOW
Ottawa, ON
- Full-time
Provide training, coaching and change management support to foster data literacy and effective use of performance information
Added just now
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
Commercial and project leadership capability across proposals, bids, scope, schedules, budgets, contracts, risk, change management, and financial performance.
Added just now
E
Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
The Senior Manager, Market Intelligence & Strategic Insights (Supply Chain) is a hands-on leader within Procurement and MCE who supports MCE-led supply chain, market intelligence, and…
Added just now
C
Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
The Manager is responsible for operational execution, team leadership, and people management. They translate the Director's direction into concrete actions and oversee the day-to-day…
Added just now
S
HR Manager
Sidetrade
Calgary, AB
- Full-time
Four days per week on-site at our Calgary office
Added just now
EA
Software Architect
Eclipse Automation
Cambridge, ON
- $130,000 to $140,000 CAD / year
- Full-time
Reporting to the ERP Systems Manager, the Software Architect will advise on strategic technology choices that balance business processes, technology needs and competitive growth. The role…
Added just now
ME
Regional Manager – Winnipeg Region
MANITOBA EMPLOYMENT ESSENTIALS AND TRAINING (MEET)
Winnipeg, MB
- Full-time
Workplace Education Manitoba is looking for a Regional Manager – Winnipeg Region who will report to the Executive Director of Operations and be responsible for leading and managing MEET’s…
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CD
Registered Nurse (RN)
CMHA Durham
Oshawa, ON
- Full-time
…mental health challenges, from information and education to case management, psychosocial rehabilitation, housing and primary healthcare. These services are provided through…
Added just now
AC
Production Planning Manager
Autoliv Canada
Chatham-Kent, ON
- Full-time
Proven data management, reporting, and organizational skills, including writing clear procedural manuals and managing multiple deadlines and change management processes.
Added just now
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
Reports to the Manager, Application Development. Works independently and jointly with departments across the VPFO portfolio. Collaborates with management and staff from other administrative…
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M
Gestionnaire principal(e) de portefeuille / Principal Portfolio Manager
McKesson
Montreal, QC
- Full-time
Added just now
Retail Sales Representative - Ottawa West
Encore Market Engagement
Ottawa, ON
Partner with your Manager to set territory goals and crush targets by:
Added 16 mins ago
ON
Aftercare Worker
Ontario Native Women's Association
Thunder Bay, ON
- Full-time
Make a difference in the lives of Indigenous peoples by supporting and advocating for positive change. ONWA prides itself on providing all employees with a total rewards package that is…
Added 16 mins ago
D
Manager
Desjardins
Montreal, QC · Levis, QC
- Full-time
Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with…
Added 16 mins ago
D
Market Development Manager
Desjardins
Saguenay, QC
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 16 mins ago
B
Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 16 mins ago
B
Financial Planner
BMO
Kamloops, BC
- Full-time
Develops and implements a relationship management plan to meet the needs of client.
Added 16 mins ago
B
Investment Specialist Admin
BMO
Kamloops, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 16 mins ago
Senior Information Technology Consultant, Buildings
WSP
Victoria, BC
Commercial and project leadership capability across proposals, bids, scope, schedules, budgets, contracts, risk, change management, and financial performance.
Added 30 mins ago
TM
Manager, (Health Sciences) Research Ethics Board
Toronto Metropolitan University
Toronto, ON
- Temporary
…push boundaries, reimagine solutions and create meaningful change in an increasingly interconnected world. For a more in-depth understanding of our vision, core values and ongoing work,…
Added 30 mins ago
TM
Manager, UGME and Educational Design
Toronto Metropolitan University
Toronto, ON
- Temporary
…push boundaries, reimagine solutions and create meaningful change in an increasingly interconnected…
Added 30 mins ago
LN
Lead Continuous Improvement Engineer
Legrand, North & Central America
Mississauga, ON
- Full-time
Supports the Plant Manager in driving Lean transformation and daily management initiatives across Legrand Power Bus Way plants. Responsible for implementing operational excellence…
Added 30 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
Commercial and project leadership capability across proposals, bids, scope, schedules, budgets, contracts, risk, change management, and financial performance.

BMO

Financial Planner

Kamloops, BC, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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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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Jobs in Canada