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CO
Senior Brand Manager, North America
Crofter's Organic
Parry Sound, ON
- Full-time
The Senior Brand Manager, North America is responsible for leading the Crofter’s brand across Canada and the United States. This leader will own brand strategy, the innovation pipeline, and…
Added just now
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Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Lead portfolio development and leasing strategies to meet the operational needs of internal business partners.
Added just now
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
We are currently looking for a new colleague to join our Dartmouth team to support the industrial, institutional and commercial markets in Nova Scotia and PEI as a combination…
Added just now
RG
Senior Buyer
R2 Global
Toronto, ON
- Full-time
Senior Buying Manager - Toronto, ON - $140,000CAD base salary
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Software Engineer, Fullstack Java Developer
Scotiabank
Toronto, ON
- Full-time
…Risk and Treasury Technology (Corporate Functions) provides development and production support services for US Regulatory Initiatives and operations. The Regulator reporting platform…
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Client Advisor Intern
RBC
London, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
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Personal Banking Associate - Pierrefonds Sources (Full Time)
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Branch Manager I - Sussex
TD
Sussex, NB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 16 mins ago
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Financial Planner
BMO
Kamloops, BC
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 16 mins ago
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Investment Specialist Admin
BMO
Kamloops, BC
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals), as directed by the Senior Financial Planner
Added 16 mins ago
Senior Information Technology Consultant, Buildings
WSP
Victoria, BC
…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 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
TM
Asset Manager
Talent Mappers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting to the Regional Head of Asset Management, Americas, the Asset Manager will work closely with development, legal, finance, and other cross-functional teams across North America and…
Added 30 mins ago
Senior Buyer
QinetiQ
Medicine Hat, AB
Demonstrated experience managing competitive sourcing activities including RFP/RFQ development, supplier evaluation, commercial analysis, negotiation and sourcing recommendations.
Added 30 mins ago
MN
Procurement Manager
March Networks
Remote, Canada
- Full-time
- Remote
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 30 mins ago
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Brand Communications Manager
Blazesoft
Concord, ON
- Full-time
We are looking for an experienced, creative, and data-driven Brand Communications Manager to lead our social media, community growth, and email marketing initiatives across multiple brands.
Added 46 mins ago
BT
Arborist Climber
Bartlett Tree Experts
Delta, BC
- Other
…safety, scientific research, lifelong learning, and career…
Added 46 mins ago
QM
Digital Commerce and Transformation Manager
Quantum Management Services Ltd.
Toronto, ON
- $85,000 to $105,000 CAD / year
- Full-time
Position: Digital Commerce and Transformation Manager
Added 46 mins ago
MD
Senior Systems - Database Administrator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 46 mins ago
MN
Procurement Manager
March Networks
Ottawa, ON
- Full-time
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 1 hour ago
T
Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
TRIGO Global Quality Solutions is seeking to fill a Site Manager position for the Ontario Central area at multiple customer locations including Ridgetown through Cambridge areas.
Added 1 hour ago
O
Lead Client Success Manager
OpenText
Waterloo, ON
- Full-time
As a Lead Client Success Manager at OpenText, you’ll play a key role in helping SaaS clients progress from onboarding to adoption, measurable value realization, renewal and growth. You’ll…
Added 1 hour ago
VN
Sr. Manager, Quality Assurance & Quality Control
Vitalus Nutrition Inc
Winnipeg, MB
- Full-time
At Vitalus, quality is a promise to every customer and consumer who trusts what we make. As Sr. Manager, Quality Assurance & Quality Control, you'll turn that promise into one consistent,…
Added 1 hour ago
Représentant des ventes - Saint Georges, QC
Encore Market Engagement
Saint-Georges, QC
Votre rôle consiste à identifier les opportunités de développement commercial et à stimuler les ventes au sein d’un territoire géographique qui vous est attribué. En tant que représentant…
Added 1 hour ago
PB113300 - Buyer
Fairbanks Morse Defense
Peterborough, ON
This is a full-time role in the Peterborough office and requires the buyer to be onsite 5 days per week

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