lethbridge ab financial planning and Jobs – 83 Openings This Week

Financial Planner
BMO Financial —Lethbridge, AB
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
4d
CA Financial Advisor
Edward Jones —Lethbridge, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Intermediate/Senior Structural Engineer
BCB Engineering Ltd. —Lethbridge, AB
- Full-time
- Project management
- In-person
- Disability insurance
- Dental care
Quick apply
Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Servus Credit Union —Lethbridge, AB
- Sales
- Profit sharing
Quick apply
Director, Total Rewards
High Tide —Alberta
- Full-time
- Microsoft Excel
- Presentation skills
- Business
5d
Financial Advisor - Crossings Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
3d
Financial Advisor - Scenic Drive
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
10d
Accountant
Select People Solutions —Lethbridge, AB
- $70,000 a year
- Day shift
- Microsoft Excel
- Finance
- Bachelor's
Quick apply
9d
Manager, Heli Sales
CMH Heli-Skiing —Alberta
- Weekends as needed
- Sales
- Microsoft Office
- Presentation skills
- Dental care
- Paid time off
Small Business Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Financial services
- In-person
- Disability insurance
- Dental care
Quick apply
6d
Assistant Branch Manager
1st Choice Savings and Credit Union Ltd —Coaldale, AB
- Full-time
- Management
- Customer service
- Continuous improvement
- Dental care
- Employee assistance program
Quick apply
6d
Warehouse Supply Chain Leader
PepsiCo —Lethbridge, AB
- Weekends as needed
- Engineering
- Microsoft Office
- Presentation skills
Project Manager
Phoenix Industrial —Alberta
- $58,911.83–$129,773.55 a year
- Temporary
- PMP
- Customer service
- Engineering
- Dental care
- Employee assistance program
Quick apply
Treatment Coordinator
Lethbridge Dental Services South —Lethbridge, AB
- Full-time
- Organizational skills
- In-person
- Communication skills
- Disability insurance
- Dental care
Quick apply
4d
Experienced Retail Store Manager (Northern Canada)
The North West Company —Alberta
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Mine Manager
Heavy Metal Equipment & Rentals —Alberta
- Full-time
- Engineering
- ERP systems
- Maintenance
- Store discount
- Disability insurance
Quick apply
Experienced Retail Department Manager, General Merchandise - Northern Canada
Northern / NorthMart —Alberta
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Heavy Equipment Service & Maintenance Superintendent
Heavy Metal Equipment & Rentals —Alberta
- From $190,000 a year
- Full-time
- Microsoft Access
- Customer service
- Microsoft Office
- Store discount
- Disability insurance
Quick apply
Product Service Support - Heads | Prairies & West Coast
Tigercat Industries —Alberta
- Full-time
- Travel
- Organizational skills
- Computer skills
- Profit sharing
- Employee assistance program
Quick apply
Experienced Retail Store Manager - Northern Canada
Northern / NorthMart —Alberta
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Relocation assistance

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financial planning and jobs near lethbridge ab

Financial Planner

BMO Financial -
Lethbridge, AB

Apply Now

Job details

4 days ago

Qualifications

Post-secondary education
Analysis skills
Business
Communication skills

Full job description

Application Deadline:

06/05/2026

Address:

378 University Drive West

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.

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.

Apply Now

Refine Your Search

financial planning and jobs in lethbridge ab

Financial Planner

CA Financial Advisor

Intermediate/Senior Structural Engineer

Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Director, Total Rewards

Financial Advisor - Crossings Lethbridge

Financial Advisor - Scenic Drive

Accountant

Manager, Heli Sales

Small Business Advisor

Assistant Branch Manager

Warehouse Supply Chain Leader

Project Manager

Treatment Coordinator

Experienced Retail Store Manager (Northern Canada)

Mine Manager

Experienced Retail Department Manager, General Merchandise - Northern Canada

Heavy Equipment Service & Maintenance Superintendent

Product Service Support - Heads | Prairies & West Coast

Experienced Retail Store Manager - Northern Canada

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