Bmo financial group Jobs

Financial Planner
BMO Financial —Lethbridge, AB
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
8d
Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO Financial —Toronto, ON
- $86,000–$160,000 a year
- Sales
- Finance
- Project management
- Tuition reimbursement
- Life insurance
Personal Banking Associate
BMO Financial Group —Mission, BC
- $36,000–$54,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Business Banking Credit Analyst Trainee
BMO Financial Group —Burnaby, BC
- $56,000–$103,500 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
Chief Financial Officer, BMO Insurance
BMO Financial Group —Toronto, ON
- $165,000–$205,000 a year
- Full-time
- Bachelor's
- Accounting
- Business
- Tuition reimbursement
- Life insurance
Senior Manager, Collections Call Center (LVAR/MVAR)
BMO Financial Group —Ontario
- $81,700–$152,000 a year
- Full-time
- Remote
- Analysis skills
- Tuition reimbursement
- Life insurance
16h
Managing Director, National Accounts
BMO Financial —Montréal, QC
- $110,500–$192,500 a year
- Finance
- Master's degree
- Business development
- Tuition reimbursement
- Life insurance
Director, Institutional ETF & Solutions Distribution, GAM
BMO Financial —Vancouver, BC
- $111,800–$208,000 a year
- Sales
- Master's degree
- Bachelor's
- Tuition reimbursement
- Life insurance
3d
Mortgage Specialist
BMO Financial Group —Vaudreuil-Dorion, QC
- Full-time
- Bilingual
- Sales
- Customer service
- Tuition reimbursement
- Life insurance
Managing Director - Chief Compliance Officer, Capital Markets Canada
BMO Financial Group —Toronto, ON
- $200,000–$230,000 a year
- Full-time
- Master's degree
- Project management
- Bachelor's
- Tuition reimbursement
- Life insurance
Deal Specialist
BMO Financial —Burnaby, BC
- $45,500–$84,500 a year
- Analysis skills
- Data entry
- Business
- Tuition reimbursement
- Life insurance
8d
Associate, Internal Sales, Intermediary Distribution, Global Asset Management
BMO Financial Group —Montréal, QC
- $45,500–$84,500 a year
- Full-time
- Hybrid work
- Bilingual
- Sales
- English
- Tuition reimbursement
- Life insurance
Mortgage Specialist Associate
BMO Financial Group —Laval, QC
- $36,000–$54,500 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Mortgage Specialist
BMO Financial —Edmonton, AB
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
6d
Manager (STO) of RPA - Wealth Management
BMO Financial —Toronto, ON
- $86,000–$160,000 a year
- Computer Science
- Engineering
- Bachelor's
- Tuition reimbursement
- Life insurance
5d
Bilingual Legal Mortgage Collections Specialist (Foreclosure)
BMO Financial —Brossard, QC
- $45,500–$84,500 a year
- Remote
- Bilingual
- Microsoft Excel
- English
- Tuition reimbursement
- Life insurance
12d
Financial Planner
BMO Financial —Calgary, AB
- $45,500–$84,500 a year
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
12h
Director, Commercial Banking (Corporate Finance Group)
BMO Financial —Toronto, ON
- $86,000–$160,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Tuition reimbursement
- Life insurance
Director of Software Engineering – Infrastructure, Resiliency & Compliance
BMO Financial Group —Toronto, ON
- $121,600–$211,800 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
13d
Senior Service Representative
BMO Financial Group —Montréal, QC
- $38,500–$71,000 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Tuition reimbursement
- Life insurance
10d

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Financial Planner

BMO Financial -
Lethbridge, AB

Apply Now

Job details

8 days ago

Qualifications

Post-secondary education
Analysis skills
Business
Communication skills

Full job description

Application Deadline:

06/22/2026

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

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Financial Planner

Senior Relationship Manager, Commercial Banking (Corporate Finance Group)

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