Edmonton Ab Financial planner Jobs – 20 Openings This Week

Financial Planner
BMO Financial Group —Edmonton, AB
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
9d
Financial Planner
Royal Bank of Canada —Edmonton, AB
- Full-time
- Customer service
- Finance
- Organizational skills
Student Financial Planner
CDI College —Edmonton, AB
- $40,000 a year
- Immediate opening
- Microsoft Outlook
- Sales
- Customer service
Financial Planner, Scotia Financial Planning- Edmonton, AB
Scotiabank —Edmonton, AB
- Business development
- Travel
- Financial services
Investment Specialist
BMO Financial Group —Edmonton, AB
- $38,500–$71,000 a year
- Full-time
- Customer service
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
Controller
ISL Engineering & Land Services —Edmonton, AB
- Overtime
- Hybrid work
- ERP systems
- Finance
- Analysis skills
- Dental care
- Flexible schedule
Quick apply
Claims Consultant, Specialty Lines - Entertainment Property
Intact —Edmonton, AB
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Mentoring
- Employee stock purchase plan
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Edmonton, AB
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Mentoring
- Employee stock purchase plan
Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
Sr. Financial Planner - CIRO-ID
CIBC —Edmonton, AB
- Full-time
- Sales
- Business development
- Team management
Financial Planning Specialist
Royal Bank of Canada —Edmonton, AB
- Full-time
- Microsoft Office
- Business development
- Analysis skills
Associate Portfolio Manager
Royal Bank of Canada —Edmonton, AB
- Full-time
- Sales
- English
- Presentation skills
21h
Senior Total Wealth Planner - Edmonton, AB
Scotiabank —Edmonton, AB
- Customer service
- Finance
- Presentation skills
Region Head of CIBC Family Office for Alberta
CIBC —Edmonton, AB
- Full-time
- Master's degree
- Business development
- Presentation skills
13d
Senior Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
Investment Advisor
Royal Bank of Canada —Edmonton, AB
- Full-time
- Business development
- Financial services
- Business
9d

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Financial Planner
BMO Financial Group —Edmonton, AB
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
9d
Financial Planner
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financial planner jobs near edmonton ab

Financial Planner

BMO Financial Group -
Edmonton, AB

Apply Now

Job details

Full-time
9 days ago

Qualifications

Investment
Outbound sales
Product recommendation
Post-secondary education
Data analysis skills
Client relationship development
Business development
Analysis skills
Sales orientation
Customer relationship management
Customer service orientation
Prospecting
Financial services
Outbound calling
Client consultation
Business
Communication skills
Client interaction

Full job description

Application Deadline:

09/08/2026

Address:

3003 137th Avenue NW

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 planner jobs in edmonton ab

Financial Planner

Financial Planner

Student Financial Planner

Financial Planner, Scotia Financial Planning- Edmonton, AB

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Controller

Claims Consultant, Specialty Lines - Entertainment Property

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Sr. Financial Planner - CIRO-ID

Financial Planning Specialist

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Senior Total Wealth Planner - Edmonton, AB

Region Head of CIBC Family Office for Alberta

Senior Associate, Family Office Services

Investment Advisor

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