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Financial Planner

Date Posted: Jun 24, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
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Job Description

Overview

As a Financial Planner at BMO Financial in Burnaby, you will play a vital role in helping customers achieve their financial goals. You will receive industry-leading training and support, while being part of a collaborative team that emphasizes relationship management and business development.

Key responsibilities

  • Provide financial and investment planning and advice to customers
  • Engage proactively with new and existing customers to identify financial needs
  • Implement business development strategies to acquire new clients
  • Build lasting relationships within the community to drive referral opportunities
  • Support the achievement of sales and performance targets
  • Respond to customer investment requests and provide recommendations
  • Analyze data to deliver insights and strategic advice
  • Maintain current knowledge of investment products and market trends
  • Comply with all regulatory and ethical requirements

Required skills

  • 3-5 years of relevant experience
  • Post-secondary degree in a related field
  • Regulatory licensing and registration as a Financial Planner
  • Advanced knowledge of the financial industry
  • Strong verbal and written communication skills
  • Team collaboration skills
  • Analytical and problem-solving abilities

What the company offers

  • Salaried position with commission structure
  • Performance-based incentives and discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

Skills Required

Company Overview

BMO Financial
Toronto, Canada
184 Current Jobs Openings

BMO Financial is a leading financial institution with a focus on providing comprehensive banking and financial services. They emphasize customer service and support for their employees, aiming to cultivate a successful work environment and strong com... Read More

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