Montréal, Qc Financial planning manager Jobs – 438 Openings This Week

Regional Sales Manager, Retail Distribution, Global Asset Management
BMO Financial Group —Montréal, QC
- $69,000–$129,000 a year
- Full-time
- Bilingual
- English
- Finance
- Tuition reimbursement
- Life insurance
Executive Assistant
COGECO INC —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- English
- Administrative experience
Director of Product Management, Automotive
Bumper to Bumper —Boucherville, QC
- From $130,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Site Superintendent - ICI Construction (Relocation to Ottawa)
Laurin —Montréal, QC
- $110,000–$140,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Engineering
- Profit sharing
- Disability insurance
Quick apply
9d
Facebook Media Buyer
Impact Media —Montréal, QC
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- English
- Project management
- Budgeting
- Profit sharing
- Wellness program
Quick apply
Store Manager (Flagship) - Montreal Eaton Centre
RW&CO —Montréal, QC
- $60,000–$68,000 a year
- Weekends as needed
- Remote
- ERP systems
- Microsoft Office
- High school diploma or GED
- Tuition reimbursement
- Paid time off
Quick apply
Distribution Manager
Performance Fluid Experts Group —Montréal, QC
- Full-time
- Bilingual
- ERP systems
- English
- Designated paid holidays
- Dental care
Quick apply
Director of Finance
FED Finance —Montréal, QC
- $150,000 a year
- Bilingual
- English
- Analysis skills
Quick apply
Senior Tax Manager
FED Finance —Montréal, QC
- $165,000 a year
- Bilingual
- Word processing
- English
- Employee assistance program
Quick apply
Experienced Retail Department Manager, Food Services - Northern Canada
Northern / NorthMart —Quebec Province
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Experienced Retail Department Manager, General Merchandise - Northern Canada
Northern / NorthMart —Quebec Province
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Commercial Agreements & Pricing Manager
Belron Canada —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
Experienced Retail Department Manager, Grocery - Northern Canada
Northern / NorthMart —Quebec Province
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Experienced Retail Department Manager, Produce - Northern Canada
Northern / NorthMart —Quebec Province
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Experienced Retail Department Manager, Meat - Northern Canada
Northern / NorthMart —Quebec Province
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Senior Innovation Lead - Financial Product Innovation - 986 EN
Export Development Canada | Exportation et développement Canada —Montréal, QC
- $112,006–$149,341 a year
- Hybrid work
- Bilingual
- Marketing
- English
- Relocation assistance
Quick apply
3d
Manager of Contracts & Documentation - Winnipeg
Aboriginal People's Television Network Incorporated —Montréal, QC
- $82,620.66–$112,603.48 a year
- Full-time
- Bilingual
- English
- Microsoft Office
- Dental care
Quick apply
8d
Commercial Lending Specialist - Private Banking
BMO Financial Group —Montréal, QC
- $69,000–$129,000 a year
- Full-time
- Bilingual
- English
- Analysis skills
- Tuition reimbursement
- Life insurance
Inventory Operations Manager
The Group Master —Saint-Bruno-de-Montarville, QC
- $90,000–$110,000 a year
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Disability insurance
- Dental care
Quick apply
8d
Tax Manager
Suna Solutions —Montréal, QC
- $105,000–$119,000 a year
- Full-time
- Data analysis skills
- Microsoft Office
- Finance
- Paid time off
Quick apply

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financial planning manager jobs near montréal, qc

Regional Sales Manager, Retail Distribution, Global Asset Management

BMO Financial Group -
Montréal, QC

Apply Now

Job details

Full-time
$69,000–$129,000 a year

Qualifications

Bilingual
French
Post-secondary education
English
Finance
CSC
Chartered Financial Analyst

Full job description

Application Deadline:

08/14/2026

Address:

119 rue St-Jacques ouest

Job Family Group:

Customer Solutions

Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region.

Sales & Channel Support:

Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products
Provide ongoing sales support to the assigned region of the retail Distribution Channel
Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB
Identify and provide product specific training when appropriate to sales force
Provide sales support for Retail Investments National Sales Campaigns and Programs
Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales
Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales

Relationship/Channel Management:

Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups
Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums
Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel
Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable)
Ensure a thorough understanding of competitor activities to identify potential opportunities and threats
Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals
Understand and assess ongoing opportunities for National Sales Programs

Sales & Service Delivery:

Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans
Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.)
Foster a sales culture of goal achievement and superior customer satisfaction
Keep current with sales technology and tracking systems
Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets

Planning:

Assist in developing tactical plans to meet annual growth and retention targets
Prepare/update and implement annual territory business plan
Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives
Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff
Attend weekly team conference call and submit weekly activities report to Regional Sales Leader

Qualifications:

Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.
Bilingualism French and English.
Self-autonomous; entrepreneurial skills
Completion of IFIC or CSC; ideally have the IQPF or CIM or FCSI or CFA is an asset.
In-depth knowledge of investment products and markets
In-depth knowledge of sales strategies
In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings
In-depth knowledge of Bank products, services, organization and Banking Group interrelationships
Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

You're fluent in French and English to support business operations outside the province of Quebec .

Salary:

$69,000.00 - $129,000.00

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 Now

Refine Your Search

financial planning manager jobs in montréal, qc

Regional Sales Manager, Retail Distribution, Global Asset Management

Executive Assistant

Director of Product Management, Automotive

Site Superintendent - ICI Construction (Relocation to Ottawa)

Facebook Media Buyer

Store Manager (Flagship) - Montreal Eaton Centre

Distribution Manager

Director of Finance

Senior Tax Manager

Experienced Retail Department Manager, Food Services - Northern Canada

Experienced Retail Department Manager, General Merchandise - Northern Canada

Commercial Agreements & Pricing Manager

Experienced Retail Department Manager, Grocery - Northern Canada

Experienced Retail Department Manager, Produce - Northern Canada

Experienced Retail Department Manager, Meat - Northern Canada

Senior Innovation Lead - Financial Product Innovation - 986 EN

Manager of Contracts & Documentation - Winnipeg

Commercial Lending Specialist - Private Banking

Inventory Operations Manager

Tax Manager

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