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Financial Planner

Date Posted: Jun 28, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Winnipeg, 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, you'll play a crucial role in helping customers achieve their financial goals through tailored financial and investment planning. You will have access to comprehensive training and support while managing a portfolio of clients and building lasting relationships.

Key responsibilities

  • Provide financial and investment planning advice to customers
  • Conduct needs-based assessments to engage new and existing customers
  • Implement business development strategies to acquire new business
  • Identify referral opportunities for banking products during customer conversations
  • Support sales and performance targets
  • Develop and execute a relationship management plan for clients
  • Analyze strategic problems and provide insights and recommendations
  • Introduce clients to investment strategies and help set financial goals
  • Maintain knowledge of investment products and market trends

Required skills

  • 3-5 years of relevant experience
  • Post-secondary degree in a related field
  • Regulatory licensing and registration for Financial Planners
  • Advanced knowledge of the financial industry
  • Strong verbal and written communication skills
  • Collaboration and team skills
  • Analytical and problem-solving abilities
  • Influence and negotiation skills

What the company offers

  • Competitive salary with potential for commission
  • Performance-based incentives and discretionary bonuses
  • Health insurance and life insurance
  • Tuition reimbursement
  • Retirement savings plans
  • Emphasis on inclusive and accessible workplace

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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