BMO Financial Group

BMO Financial Group

Financial Planner

Calgary, AB, CAN · Part-time

Sponsorship not specified$46k-$85kDetected 7 hours ago
Business DevelopmentOutbound SalesCommunicationCollaborationProblem SolvingMentoring

About the role

  • Application Deadline: 08/04/2026 Address: 3625 Shaganappi Trail 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.

Responsibilities

  • 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.
  • 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.
  • Executes work to deliver timely, accurate, and efficient service.

Requirements

  • Advanced working knowledge of financial industry.
  • As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
  • 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.
  • 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.
  • $45,500.00 - $84,500.00
  • Pay Type:
  • Salaried & Commission

Compensation

  • $45,500.00 - $84,500.00
  • The above represents BMO Financial Group's pay range and type.
  • 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.

Company info

  • 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.
  • 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.
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This listing is sourced directly from BMO Financial Group's careers page and normalized into a canonical job model.