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Added 13 mins ago
EH
Management Trainee
Enterprise Holdings
Burnaby, BC
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 13 mins ago
HB
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 13 mins ago
HB
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
CC
Retail Shift Leader
Canna Cabana
Saskatoon, SK
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 1 hour ago
C
Technical Design Manager (Grid)
CATL
Canada
- Full-time
…to manage the day to day aspects of further establishing the relationship with consultant and principal designer/contractor and involve in detailed engineering design and plant…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
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…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Richibucto, NB
- Temporary
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 2 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 2 hours ago
Business Sales Consultant
Rogers Communications
Burnaby, BC · North Vancouver, BC · Surrey, BC · Vancouver, BC · Calgary, AB
Has a growth mindset – strives for continual development, and views challenges as learning opportunities.
Added 2 hours ago
Merchandiser
Bunge
Montreal, QC
Identifies, analyzes, and trades into domestic markets, initiating market development activities where required.
Added 2 hours ago
BG
Division Manager - Southwest Ontario
Brandt Group of Companies
ON · Mississauga, ON
- Full-time
The Division Manager oversees all operational, financial, and human resource aspects within the assigned branches to drive sales growth, profitability, and market share. This role leads…
Added 2 hours ago
WG
Plant Manager
WGI Group
Saint-Clet, QC
- Full-time
Reporting to the Branch Manager, the Plant Manager provides daily supervision and training of plant teams members in the areas of: production, maintenance, health & safety, quality control,…
Added 2 hours ago
WG
Health & Safety Coordinator (Bilingual – French & English)
WGI Group
Saint-Clet, QC
- Full-time
Reporting to the National Human Resources & Safety Manager, you'll play a key role in supporting our operations across Quebec and Western Canada. This is an opportunity to work closely with…
Added 2 hours ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Mississauga, ON
- Part-time
…feedback to improve your skillset and further your professional…
Added 3 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Added 3 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Fort Saskatchewan, AB
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Added 3 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Supporting Senior Manager, IT Audit and other auditors in the development and execution of audit plans, operational reviews and project engagements.
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
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…

BMO

Planificateur Financier

Hawkesbury, ON, Canada

Full-time

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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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