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Financial Service Representative - LendDirect Office 1501
LendDirect
Toronto, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
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PS
Summer 2027 Student Sales Agronomist Intern - Eastern Ontario
PRIDE Seeds
Pain Court, ON
- Full-time
We are passionate about what we do and driven by curiosity. We believe that learning and innovation are the foundation for transforming the future of agriculture. Our focus is on…
Added just now
PS
Summer 2027 Student Sales Agronomist Intern - Western Ontario
PRIDE Seeds
Pain Court, ON
- Full-time
We are passionate about what we do and driven by curiosity. We believe that learning and innovation are the foundation for transforming the future of agriculture. Our focus is on…
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SC
Specialist, Deposit Support
Sunrise Credit Union
Canada
- Full-time
Work alongside the Senior Manager, Operations to ensure branch processes remain efficient, standardized, and clearly communicated.
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SC
Project Manager (Term 12-18 months)
Sunrise Credit Union
Canada
- Full-time
Collaborates with Learning and Development and Internal Communications to develop communication, process development and education of new/revised system approaches.
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SC
IT Officer
Sunrise Credit Union
Brandon, MB
- Full-time
…reliability, and end-user services. Reporting to the Senior Manager, Infrastructure & Systems Support, this role provides hands-on technical expertise in network operations, server…
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SC
Specialist, Training
Sunrise Credit Union
Canada
- Full-time
Reporting to the Manager, Change Management & Internal Communications, this role supports employee onboarding, systems training, and ongoing professional development, with a focus on…
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SC
Manager, Change Management & Internal Communications
Sunrise Credit Union
Canada
- Full-time
Reporting to the Senior Manager, Learning & Organizational Development, this role works closely with business leaders and stakeholders to support organizational transformation through…
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MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
Support the development and execution of the Retail sales and advice effectiveness roadmap within priorities established by the Director, Senior Manager and Retail leadership.
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MO
Business Development Intern
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
- Full-time
We’re looking for a Business Development Intern to join our National Accounts team and gain hands-on experience in equipment finance, sales, and relationship management.
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Senior Program Manager
Ontario Health
Toronto, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
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Senior Field Performance Partner, AI
1Password
Remote, Canada
- Full-time
- Remote
Combine business results, behavioral data, AI-generated coaching insights, field observations, and manager input to identify performance gaps and create focused development plans.
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TDI Associate - Rotational Associate Program
TD
Saint John, NB · Toronto, ON · Montreal, QC · Halifax, NS · Calgary, AB
- 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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Financial Service Representative - LendDirect Office 1501
Attain Finance
Toronto, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
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Information Security Specialist
TD
Toronto, ON
- 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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Customer Experience Associate
TD
Forest, ON
- Part-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
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Residential Claims Subrogation Analyst
TD
Burlington, ON · Markham, ON · Halifax, NS · Calgary, AB
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
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Personal Banking Associate Trainee
TD
AB
- 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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Personal Banking Associate- Future Opportunities
TD
London, ON
- 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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Canadian Commercial Banking Associate
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added just now
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Front Desk Gym Supervisor
Canadian Forces Morale and Welfare Services (CFMWS)
Gagetown, NB
- Part-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added just now
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GARAGE - Team Leader FT - Fairview Park Mall
Groupe Dynamite, Inc Garage
Kitchener, ON
- Part-time
Learning and development programs to grow and exploit full potential to succeed in your next step!
Added 16 mins ago
Shft Mgr, Cage-GCT (12 Month Contract)
Great Canadian Entertainment
Toronto, ON · Etobicoke, ON
Under the direction of the Cage Manager, this position is responsible for the overall management of cage & coin operations at the site level. This position will be responsible for ensuring…
Added 16 mins ago
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Market Leader - Financial Planning
BMO
Halifax, NS · Nova_Ctr
- Full-time
Attracts, retains, and enables the career development of top talent.
Added 16 mins ago
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Data Analyst, Winter 2027 (Co-o/Internship) - 8 months
BMO
Toronto, ON · YNG
- Full-time
May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.

BMO

Market Leader - Financial Planning

Halifax, NS, Canada
Nova_Ctr, Canada

$80,000.00 - $160,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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Job details

Pay: $80,000.00 - $160,000.00
Job type: Full-time
Apply by: Nov 23, 2026
Experience: Typically between 7-10 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 10, 2026

Original job description

Application Deadline:

11/22/2026

Address:

1675 Grafton Street

Job Family Group:

Retail Banking Sales & Service

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.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
Oversees the implementation and delivery of business development strategies and sales initiatives.
Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.
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.
Ensures the execution of relationship management activities to deliver exceptional customer experiences.
Resolves or escalates issues to meet customer expectations in a timely manner.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Helps determine business priorities and best sequence for execution of business / group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as the prime subject matter expert for internal/external stakeholders.
Monitors and tracks performance, and addresses any issues.
Executes change management plans effectively to ensure focus on delivering business results.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
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.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
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, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 7-10 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.
Expert business development experience with successful track record.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$80,000.00 - $160,000.00

Pay Type:

Salaried

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 Market Leader provides financial and investment planning advice while overseeing business development strategies to grow the portfolio. They are responsible for leading teams, managing performance, and ensuring alignment with the bank's purpose and risk management framework.

Requirements

Candidates must have 7-10 years of relevant experience and a post-secondary degree in a related field. A valid Financial Planner license in the province of employment is required.

Skills

Financial planning
Investment planning
Business development
Sales management
Relationship management
Strategic planning
Team leadership
Coaching
Risk management
Analytical skills
Problem solving
Communication skills
Data driven decision making
Regulatory compliance
Networking

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 Planning
Investment Planning
Retail Banking
Business Development
Sales Initiatives
Relationship Management
Risk Management
Change Management
Financial Advisor
Mutual Funds
Retirement Savings
Portfolio Management
Strategic Analysis
Regulatory Compliance
Team Leadership
Coaching
Market Analysis
Customer Experience
Data Driven Decision Making
Financial Services

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Jobs in Canada