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Added 7 mins ago
WC
District manager of franchise
Waves Coffee
New Westminster, BC
- From $57.04 CAD / hour
- Full-time
- On-site
Work with the marketing department to understand and communicate marketing messages to the field
Added 24 mins ago
M&
Field Supervisor/Manager
MRBraz & Associates, LLC
Field, BC
- Full-time
The role of Field Supervisor/Superintendent will be responsible to oversee operations and safety for our production and other job sites throughout the United States. This is a senior-level…
Added 24 mins ago
V
Project Manager (Construction)
Vessa
North Vancouver, BC
- Full-time
Project Manager (Land Piling Projects) - North Vancouver
Added 24 mins ago
PE
Structural Engineer
PTW Energy Services
Calgary, AB
- Full-time
…your designs come to life from concept through fabrication and field installation, this is an opportunity to make a lasting…
Added 24 mins ago
FL
Key Account Manager - Aftermarket
FUCHS LUBRICANTS CO.
Cambridge, ON
- Full-time
This field-based position is responsible for driving profitable growth within FUCHS Canada's Automotive Aftermarket segment through a combination of strategic account management and direct…
Added 24 mins ago
B
General Manager
BGIS
Toronto, ON
- Full-time
The General Manager is a senior leadership role responsible for the overall success of one or more assigned client accounts. This position owns the client relationship, business…
Added 24 mins ago
R
Corporate Strategy Manager
Rightsline
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Bachelor’s degree in business, economics, engineering, or a related field, or equivalent practical experience.
Added 24 mins ago
G
Student Finance Coordinator - Services
Graham
Calgary, AB
- Temporary
…Services division. Reporting to the Job Cost Administrator Manager, the Co-op Student Finance Coordinator plays a key role in supporting transaction processing activities across job…
Added 24 mins ago
S
Team Lead, Accounts Payable
SECURE
Calgary, AB
- Full-time
Reporting to the Senior Manager, AP & AR, the Team Lead, AP will play a key role within the Finance and Accounting team. This position will provide day-to-day leadership to the Accounts…
Added 26 mins ago
UO
Communications and Research Impact Specialist
University of Alberta
Edmonton, AB
- Full-time
…to and works closely with the MVF3C Strategic and Engagement Manager to produce communication plans for HiMARC’s research activities and the…
Added 41 mins ago
PC
Program Manager- Adults Services
Pacific Coast Community Resources
Kelowna, BC
- Temporary
A degree in one of the humanities, social sciences or related field with educational preparation for the role of manager/administrator
Added 41 mins ago
CF
Marketing and Community Engagement Liaison
Community Futures North Okanagan
Vernon, BC
- Full-time
This role will liaise across the organization on initiatives and priorities set out by the Manager of Employment Services which relate to employment, business or community issues. Key to…
Added 54 mins ago
DM
Environmental Manager
Denison Mines Corp.
Athabasca, AB
- Full-time
The Environmental Manager will provide technical support to the Phoenix Team at the Wheeler River Operation as the project progresses through construction and into operation. The work will…
Added 54 mins ago
M
Crew Chief, Grande Prairie
Midwest
Grande Prairie, AB
- Full-time
Working under the supervision of a Project Manager and/or Land Surveyor. Duties include, but are not limited to, the following:
Added 54 mins ago
M
Survey Assistant, Brooks
Midwest
Brooks, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 54 mins ago
CE
Operator – Process
Canadian Energy Insight Inc.
Alder Flats, AB
- Internship
…responsibilities of an Operator – Process – Alder Flats Plant in the Field Operations team. This role is responsible for performing daily operational checks to ensure Spartan’s equipment is…
Added 54 mins ago
M
Survey Assistant, Grande Prairie
Midwest
Grande Prairie, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 54 mins ago
N
Civil Engineering Intern - Nanaimo
Norland
Nanaimo, BC
- Full-time
…support the project team and work very closely with the Project Manager and field superintendents to effectively coordinate project trades, subcontractors, and the owner’s personnel for all…
Added 54 mins ago
CO
Foreperson - Winter Control
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Main Function: The position is responsible to the Manager of Roads Operations for the complete management, direction and supervision of personnel or contractors engaged in the maintenance…
Added 54 mins ago
VP
Industrial Automation Specialist
VANGUARD POWER LTD
Chilliwack, BC
- Full-time
A plant maintenance manager calls at 06:40: the line is down, the PLC shows a fault, the operator has already tried cycling power. You are the person who walks in with the drawings and a…
Added 54 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 54 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The Senior Manager, IT Audit reports to the VP, Internal Audit, who reports to the Audit…
Added 54 mins ago
IC
Internship – Digital Marketing & Communications Capacity Development and Implementation Bureau (CDI)
International Civil Aviation Organization
Montreal, QC
- Full-time
Under the supervision of the Marketing Manager and with guidance from members of the Marketing Team, the intern will contribute to these activities while gaining practical experience in…
Added 54 mins ago
UO
Communications and Research Impact Specialist
University of Alberta
AB · Edmonton, AB
- Full-time
…to and works closely with the MVF3C Strategic and Engagement Manager to produce communication plans for HiMARC’s research activities and the…
Added 54 mins ago
S
Senior Organizational Change Management Specialist – AI Transformation
Systematix
Ottawa, ON
- Contract
Design and implement adoption approaches for AI-enabled tools and new ways of working, including role-based learning, manager enablement, champion networks, pilot activities, and…

BMO

Planificateur Financier

Hawkesbury, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 22, 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: Oct 8, 2026

Original job description

Application Deadline:

10/21/2026

Address:

280 Main Street East

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.
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 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.

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More about this job

Responsibilities

The Financial Planner provides personalized investment and financial planning advice to help customers achieve their goals while proactively growing the branch's business. They are responsible for managing client relationships, identifying new opportunities, and executing sales strategies to meet performance targets.

Requirements

Candidates typically require 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must 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
Customer service
Needs-based assessment
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Risk management
Financial advisory

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Products
Mutual Funds
Retirement Savings
Business Development
Outbound Calling
Relationship Management
Risk Management Framework
Financial Advisory
Customer Experience
Strategic Advice
Portfolio Management
Sales Targets
Regulatory Compliance

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