Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 1 min ago
L
Financial Service Representative - LendDirect Office 1501
LendDirect
Toronto, ON
- Full-time
…2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me…
Added 1 min ago
S
Spacecraft EMC Systems Engineer
Scalian
Montreal, QC
- Full-time
…advanced satellite and space systems. In this role, you will lead electromagnetic compatibility (EMC) activities across the full spacecraft lifecycle, from architecture definition and…
Added 1 min ago
SC
Specialist, Deposit Support
Sunrise Credit Union
Canada
- Full-time
…and motivated - and we expect the same energy from those who…
Added 1 min ago
SC
Project Manager (Term 12-18 months)
Sunrise Credit Union
Canada
- Full-time
People management skills, and the ability to lead, coach, motivate and develop others
Added 1 min ago
SC
Member Service Representative II
Sunrise Credit Union
Reston, MB
- Full-time
…and motivated - and we expect the same energy from those who…
Added 1 min ago
SC
Specialist, Systems Support
Sunrise Credit Union
Canada
- Full-time
…and motivated - and we expect the same energy from those who…
Added 1 min ago
SC
Specialist, Training
Sunrise Credit Union
Canada
- Full-time
The Specialist, Training is responsible for designing, delivering, and evaluating employee training programs that strengthen workforce capabilities, support technology adoption, and enhance…
Added 1 min ago
SC
Manager, Change Management & Internal Communications
Sunrise Credit Union
Canada
- Full-time
Lead, coach, and mentor the Coordinator, Learning & Development and Specialist, Training, ensuring effective coordination and delivery of learning and training initiatives.
Added 1 min ago
MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
…ongoing improvement of sales, advice and frontline effectiveness programs across Meridian Retail Banking. The role coordinates tools, reporting, business insights, coaching resources,…
Added 1 min ago
MO
Business Development Intern
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
- Full-time
Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer…
Added 1 min ago
T
Director, Sales Operations
Thumbtack
Remote, Canada
- Full-time
- Remote
Reporting to the Vice President of Commercial Operations, you’ll lead analysts and managers across North America and the Philippines. There’s room to build new approaches to outbound…
Added 1 min ago
OH
Senior Program Manager
Ontario Health
Toronto, ON
- Full-time
Lead the strategy, planning, execution, and performance evaluation of complex, often province-wide programs.
Added 1 min ago
1
Senior Field Performance Partner, AI
1Password
Remote, Canada
- Full-time
- Remote
Added 1 min ago
AF
Financial Service Representative - LendDirect Office 1501
Attain Finance
Toronto, ON
- Full-time
…2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me…
Added 1 min ago
T
Information Security Specialist
TD
Toronto, ON
- Full-time
Ability to serve as a lead expert resource in technology controls and information security with the business organization and 3rd party’s
Added 1 min ago
TG
Managing Director, Digital Finance
TMX Group
Toronto, ON
- Full-time
Lead, mentor, and develop a multidisciplinary team spanning finance systems, data engineering, business intelligence, and advanced analytics, establishing clear strategic direction while…
Added 1 min ago
GD
GARAGE - Team Leader FT - Fairview Park Mall
Groupe Dynamite, Inc Garage
Kitchener, ON
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 1 min ago
W
(CAN) Front End Checkout Team Associate (LC)
Walmart
St. Catharines, ON
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 min ago
SL
Director of Mental Health
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Lead and/or consult on research initiatives focused on mental health, leveraging clinical expertise and evidence-based practices to inform organizational strategy, drive thought leadership,…
Added 16 mins ago
SH
Solution Engineer
Siemens Healthineers
Ottawa, ON · YOW B
- Full-time
Proactively identifies the need for process development and improvement initiatives and takes the lead on defining and implementing these initiatives. Improvements include more robust…
Added 16 mins ago
SC
General Manager, Food & Nutrition Services | Seniors' Living & Long-Term Care (81357001)
Sodexo Canada Ltd
Scarborough Bluffs Park, ON · Scarborough, Ontario
- Full-time
Canadian Society of Nutrition Management (CSNM) Certification is required
Added 16 mins ago
C
Gestionnaire de territoire - Gamme complète, Montréal / Territory Manager - Full Line, Montreal
Convatec
Dorval, QC · Montreal, QC · FLD-Canada Field Force
- Full-time
Added 16 mins ago
Director, Financial Planning & Analysis (FP&A)
Questrade Financial Group
Toronto, ON
Work-life balance in a hybrid environment with at least 3 days in office
Added 16 mins ago
Communications Specialist (FT)
Catholic Social Services
Edmonton, AB
We are seeking a versatile Communications Specialist to sometimes lead or support our brand’s voice and digital footprint. In this role, you will be the creative engine driving our…
Added 16 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Newmarket, ON
- Part-time
…founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter’s career doesn’t feel like a job. It feels like connections, between…

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

Applications open in a new tab.

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

Report this job

Work requirements

Jobs in Canada