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LV
ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Georges, QC · St-Georges, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
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GC
Software Engineer III -Software Engineer III - Temporary Full Time
Game Companies
Vancouver, BC
- Full-time
Reporting to the Engineering Manager, we are seeking an experienced .NET Software Engineer with a strong DevOps background to join our Quality Verification and Standards (QVS) team. In this…
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L
5794 - 3rd Key
Lids
Timmins, ON
- $18.45 CAD / hour
- Part-time
…for an exceptional Lids experience, maintain our meticulous product presentations, and be a subject matter expert in our products and…
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R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
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TD
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Quebec, QC
- Contract
Close liaison with the Workload Manager for staffing the Design teams in time and according to requirements.
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Longueuil, QC · Saint-Hubert, QC
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CO
Senior Brand Manager, North America
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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…
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S
Channel Development Manager
Survalent
Toronto, ON
- Full-time
The grid is transforming - and you could be at the center of it. Survalent is looking for a Channel Development Manager to build and grow the partner ecosystem behind some of North…
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LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
Organize backroom product and follow Backroom Inventory Management (BIMI) processes
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LV
ASSISTANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added just now
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Identify product improvements or new products by remaining current on industry trends, market activities, and competitors
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AT
Central Territory Sales Manager
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Toronto, ON
- Full-time
The Territory Sales Manager is accountable for achieving the assigned region’s sales and profitability objectives established by Allison Industrial Canada’s business unit leadership. As an…
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FB
Assistant Bakery Manager
Farm Boy Inc.
Oakville, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
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R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
Experience contributing to architecture governance boards, multi-year technology roadmaps, and vendor/product evaluations.
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ST
Financial Planning Analyst
Sailun Tire Americas
Woodbridge, ON
- $65,000 to $85,000 CAD / year
- Contract
Position Reporting To – Finance Director, FP&A or Manager, FP&A
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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…
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GE
Lab Manager
GFL Environmental Inc.
North Vancouver, BC
- Full-time
…the plant laboratory and quality control management. As Lab Manager the role will serve as the technical expert for Used Oil, Refinery Products and Blend specifications including industry…
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Breakdown Detailer
State Window Corporation
Vaughan, ON
…provider of full envelope façade solutions. Our innovative product line includes high-performance glass window walls, Uni-Wall systems, curtain walls, cladding, window inserts and balcony…
Added just now
Breakdown Detailer
State Window Corporation
Vaughan, ON
…provider of full envelope façade solutions. Our innovative product line includes high-performance glass window walls, Uni-Wall systems, curtain walls, cladding, window inserts and balcony…
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Lab Manager (Stability Lab)
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Retail Assistant Manager, Woodgrove Mall
Purdys Chocolatier
Nanaimo, BC
Job Overview: We are looking for an enthusiastic Assistant Manager to join our shop in Woodgrove Mall. The Assistant Manager is responsible for supporting the Shop Manager in achieving…
Added just now
Breakdown Detailer
State Window Corporation
Vaughan, ON
…provider of full envelope façade solutions. Our innovative product line includes high-performance glass window walls, Uni-Wall systems, curtain walls, cladding, window inserts and balcony…
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AE
Aerie - Merchandising Team Leader (Assistant Manager)
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Edmonton, AB
- Full-time
They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
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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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T
Personal Banking Associate - Pierrefonds Sources (Full Time)
TD
Montreal, QC
- Full-time
…branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada,…

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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Jobs in Canada