Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 3 mins ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Laval, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 3 mins ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Montreal, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 3 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
…buildings. Based in our Victoria office and reporting to the Manager, Technology, you'll provide senior technical and project leadership for large security and technology assignments across…
Added 3 mins ago
OI
Manager, Business Information and Analytics
Ottawa International Airport Authority YOW / Administration de l'aéroport international d'Ottawa YOW
Ottawa, ON
- Full-time
The Ottawa International Airport Authority (Authority) is accepting applications for a full-time Manager, Business Information and Analytics.
Added 3 mins ago
SI
Registered Nurse
Shannex Incorporated
NS · Nova Scotia, Canada
- Full-time
Providing leadership to health services staff and overseeing provision of quality health services respecting the client’s right to individualized planning of health services.
Added 3 mins ago
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
…buildings. Based in our Victoria office and reporting to the Manager, Technology, you'll provide senior technical and project leadership for large security and technology assignments across…
Added 3 mins ago
NN
Logistics Project Manager - Montreal
Nordex North America
Montreal, QC
- Full-time
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 3 mins ago
C
Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
The client offers all in one cloud based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction…
Added 3 mins ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
The Employer Relations Specialist role reports to the Manager, CCPD Operations, and is focused on achieving the following objectives: showcasing a diverse range of career opportunities to…
Added 3 mins ago
M
Generalist, Human Resources
Morguard
Mississauga, ON
- Full-time
…departmental goals are continuously met and high standard of client services is provided to all…
Added 3 mins ago
R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
Our client asks that candidates provide 2 Endorsements/References at the time of application: ( this could be a colleague/manager that worked with you on Recent Projects that relate to this…
Added 3 mins ago
WL
Comptable senior - responsable de dossiers / Senior Accountant - File Preparer
Whitrod Leduc CPA Inc.
Pointe-Claire, QC
- Full-time
× Télétravail possible jusqu’à 2 jours par semaine · × Teleworking possible up to 2 days per week
Added 3 mins ago
S
Software Engineer, Fullstack Java Developer
Scotiabank
Toronto, ON
- Full-time
As a Senior manager and lead developer you are required to supervise the regulatory reporting requirements globally, work on AI, The individual must thrive on challenge, be proactive, and…
Added 3 mins ago
FT
CAC052:Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Lacolle, QC
- $44,638 to $69,747 CAD / year
- Full-time
Si un permis d’importation est requis, utilise le programme électronique en ligne pour obtenir les renseignements nécessaires
Added 3 mins ago
A
Laboratory Warehouse Assistant (General Labour)
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
…coordinate the movement, tracking, staging, and storage of client sample boxes. Your work will directly support the weighing and batching processes and help ensure that samples are…
Added 3 mins ago
Case Manager, Housing Support
Tungasuvvingat Inuit
Ottawa, ON
…design, development, and delivery of a wide range of effective, client-centered services. By incorporating the principles of Inuit Qaujimajatuqangit (IQ), TI continues to deliver quality…
Added 3 mins ago
R
Client Advisor Intern
RBC
London, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 3 mins ago
M
Senior Business Intelligence Performance Analyst
Metrolinx
Toronto, ON
- Full-time
…the needs of PRESTO operations, management, executives and client Transit Agencies. This position reports into the Sr. Manager, Business…
Added 3 mins ago
Lab Manager (Stability Lab)
Westerkirk
Toronto, ON
Guide the preparation of stability & compatibility protocols and reports according to standards, client’s requirements and regulations / guidelines in collaboration with packaging manager
Added 3 mins ago
PC
Senior Construction Superintendent
Parsons Corporation
Faro, YT
- Full-time
…Superintendent to support our role as the Main Construction Manager (MCM) for remediation and construction activities at the Faro Mine Complex. In this role, you will provide senior field…
Added 3 mins ago
AC
Project Manager
Atkinson Construction
St. Albert, AB
- Full-time
We have an immediate opening for a permanent, full-time Project Manager based out of our St. Albert office.
Added 3 mins ago
CD
Registered Nurse (RN)
CMHA Durham
Oshawa, ON
- Full-time
Adhere to CMHA Durham client safety programs including program policies as well as infection control and prevention procedures. In partnership with clients, family members, and fellow…
Added 3 mins ago
T
Personal Banking Associate - Pierrefonds Sources (Full Time)
TD
Montreal, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 3 mins ago
T
Branch Manager I - Sussex
TD
Sussex, NB
- Full-time
…adhering to internal policies, practices, and processes? As Branch Manager, strive for excellence and execute with speed, raising the bar around…
Added 3 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

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

Report this job

Work requirements

Jobs in Canada