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Added 3 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Georges, QC · St-Georges, QC
- Full-time
Analyze sales results with your manager and come up with innovative solutions to improve them;
Added 3 mins ago
L
5794 - 3rd Key
Lids
Timmins, ON
- $18.45 CAD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 3 mins ago
BR
Talent Acquisition Specialist (8 month Contract)
BarBurrito Restaurants Inc.
Toronto, ON · North York, ON
- $65,000 to $75,000 CAD / year
- Contract
…priorities while delivering a positive candidate and hiring manager…
Added 3 mins ago
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 3 mins ago
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…
Added 3 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
Analyze sales results with your manager and come up with innovative solutions to improve them;
Added 3 mins ago
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Develop annual project sales forecasts and plans to achieve growth targets
Added 3 mins ago
S
Assistant-Manager
Structube
Regina, SK · Greater Regina Metropolitan Area
- Full-time
Added 3 mins ago
AT
Central Territory Sales Manager
Allison Transmission
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…
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
WT
Used Car Sales Manager
Woodbine Toyota
Toronto, ON · Etobicoke, ON
- Full-time
Role Description The Used Car Sales Manager is a full-time, on-site role based at Woodbine Toyota in Etobicoke, ON. This role oversees the pre-owned vehicle sales department, including…
Added 3 mins ago
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
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
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…
Added 3 mins ago
R
Client Advisor Intern
RBC
London, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 3 mins ago
IC
Business Development Manager
ICC Compliance Center Inc
New Westminster, BC · Delta, British Columbia
- Full-time
Keep CRM records current, including contacts, opportunities, activity, and next steps. Review results, forecasts, and upcoming priorities with the Sales Manager each week.
Added 3 mins ago
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 3 mins ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty…
Added 3 mins ago
SL
Manager, Operational Resilience and Continuity
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Manager, Operational Resilience and Continuity, supports Sun Life's enterprise Operational Resilience and Business Continuity program by providing second-line oversight, effective…
Added 3 mins ago
Retail Sales Representative - Ottawa West
Encore Market Engagement
Ottawa, ON
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 3 mins ago
OA
Lot Associate - Mercedes-Benz Surrey
OpenRoad Auto Group
Surrey, BC
- Full-time
Perform tasks as directed by Sales or Service Manager (i.e., washing customers’ cars, emptying trash containers or any other task) that will assist in the smooth flow of the company.
Added 19 mins ago
GF
Assistant General Manager - Grimsby Industrial and South Service
GoodLife Fitness
Grimsby, ON
- Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 19 mins ago
D
Manager
Desjardins
Montreal, QC · Levis, QC
- Full-time
As Manager, yrole involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that…

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