Jobs in Canada

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Added 9 mins ago
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Business Performance Manager
nesto
Canada
- Full-time
As Business Performance Manager , you own operational performance and profitability across the business. You are accountable for how efficiently we turn marketing spend, leads, and our…
Added 9 mins ago
OH
Senior Program Manager
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
The Senior Program Manager, Enterprise Process & Delivery Excellence leads complex, large-scale initiatives spanning multiple functions and business groups across Ontario Health and with…
Added 10 mins ago
C
Global Client Executive, Canada
Chubb
Toronto, ON
- Full-time
Client Roster: A comprehensive list of each client’s expanded Chubb team. Include UW/UW Managers, Claims, ESIS, Regional Management and Chubb Global Services. Each account roster list is…
Added 10 mins ago
T
Senior Financial Crime Risk Analyst, Financial Crime Risk Management (FCRM) Reporting & Strategic Insights, Canada (5327)
TD
Toronto, ON · Markham, ON
- Full-time
Added 10 mins ago
T
Law Clerk III
TD
Toronto, ON · Montreal, QC
- Full-time
Proficiency in both English and French required · Law Clerk certification is required
Added 10 mins ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 24 mins ago
SP
Social Worker
Surrey Place
Toronto, ON
- Part-time
Surrey Place is seeking a Social Worker to provide in-person and virtual youth counselling services to communities outside Toronto, including Northern Ontario. The successful candidate will…
Added 24 mins ago
IU
Product Manager
Ikotek USA, Inc.
Vancouver, BC
- $100,000 to $150,000 CAD / year
- Full-time
Maintain existing client relationships and proactively identify new customer accounts and RFQ opportunities in the North American market.
Added 24 mins ago
FR
Area Manager
FirstService Residential Canada
Hamilton, ON
- Full-time
FirstService Residential is seeking a proactive, people-focused Service Manager to lead operations across an assigned portfolio of condominium properties. This field-based leadership role…
Added 24 mins ago
AU
GSOC Operator
Allied Universal
Toronto, ON
- Full-time
Working in a 24/7 environment with rotating shifts in office (no remote work)
Added 24 mins ago
TC
Customer Retention Specialist - Quebec Zone/Spécialiste, Rétention de la Clientèle – Zone du Québec
Toyota Canada Inc.
Brossard, QC
- Full-time
…department. This is a full-time opportunity reporting to the Manager of Retail Experience & Advocacy, located at our Quebec Zone office and requires travel to Toyota & Lexus dealerships in…
Added 24 mins ago
Engineer in Training (EIT)
Perenti Group Services Pty Ltd
Dease Lake 9, BC
Must have good radio etiquette and strong communications skills
Added 25 mins ago
TC
Manager, Financial Reporting and Advisory Services - Mining
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
…costs, that stand up to capital-markets scrutiny and tell each client’s path from discovery to…
Added 25 mins ago
TC
Manager, Financial Reporting and Advisory Services - US GAAP
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
…stand up to SEC and capital-markets scrutiny and tell each client’s growth…
Added 54 mins ago
KT
Account Executive – B2B Technology Solutions
KSPACE TECHNOLOGIES HQ
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
Work Arrangement: Hybrid, with remote prospecting and client-facing meetings
Added 54 mins ago
AS
Procurement/Supply Chain - Logistics Specialist
Apex Systems
Vaughan, ON
- $19 CAD / hour
- Part-time
The Logistics Manager will demonstrate leadership in communicating business goals, programs, and processes for an area or business segment. Primary responsibilities include:
Added 55 mins ago
Residence Support Worker, Justice (Surrey)
Connective
Surrey, BC
Identifies social, economic, recreational, employment and educational services in the community that will meet the needs of the client
Added 55 mins ago
Casual Residence Worker, Mental Health (Amble)
Connective
Coquitlam, BC
Identifies social, economic, recreational, employment, and educational services in the community that will meet the needs of the client
Added 1 hour ago
NH
Client Relations Manager
NOVO Health Services
Burlington, ON
- Full-time
Client Relations Manager - JPT Transportation, North Texas Market
Added 1 hour ago
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Senior Personal Banker Trainee - Investing
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
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Senior Manager, Engineering
TD
Toronto, ON
- Full-time
The Senior Manager, Engineering role requires in-depth experience in building enterprise scaled cloud platforms, enabling cloud services and compute capabilities, and codifying patterns for…
Added 1 hour ago
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Manager, Customer Experience
TD
Regina, SK
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Customer Experience Associate
TD
Tsawwassen, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
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Financial Planner - Central Canada - Manitoba/Saskatchewan/Alberta
CIBC
AB · Regina, SK · Calgary, AB
- Full-time
Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC…
Added 1 hour ago
S
Case Manager (Kelowna) - Full-Time, Permanent
Strive
Kelowna, BC
- Full-time
Work collaboratively with the department Director and Program Manager to maintain the program in a fun and flexible environment. Coordinate and manage a caseload of assigned…

BMO

Market Leader - Financial Planning

Halifax, NS, Canada

$80,000.00 - $160,000.00 · Full-time

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Job details

Pay: $80,000.00 - $160,000.00
Job type: Full-time
Apply by: Dec 10, 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

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.

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More about this job

Responsibilities

Leads financial planning and investment advice, develops customer relationships, and drives business growth through sales initiatives, referrals, and needs-based recommendations. Leads and develops teams, oversees business and operational execution, monitors performance, and ensures regulatory compliance and sound risk management.

Requirements

Typically requires 7–10 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Candidates must meet provincial or territorial Financial Planner licensing and registration requirements and have expert business development experience, communication, analytical, influence, collaboration, and data-driven decision-making skills.

Skills

Financial Planning
Investment Planning
Business Development
Sales
Relationship Management
Customer Needs Assessment
Team Leadership
Talent Development
Strategic Planning
Analytical and Problem-Solving Skills
Communication
Influence
Cross-Group Collaboration
Data-Driven Decision-Making
Risk Management
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 Planning
Investment Planning
Financial Planner Licensing
Mutual Funds
Retirement Savings Plans
Personal Banking
Commercial Banking
Lending
Business Development
Sales Initiatives
Needs-Based Assessment
Referral Networks
Market Analysis
Strategic Planning
Team Leadership
Talent Development
Performance Management
Change Management
Operational Programs
Risk Management Framework
Risk Appetite
Regulatory Compliance
Data-Driven Decision-Making
Customer Experience
Stakeholder Collaboration

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Work requirements

Jobs in Canada