Financial Planner
4 days ago
Application Deadline: 12/02/2025 Address: 25 Beckwith Street South 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
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Financial Planner
5 days ago
Smiths Falls, Canada BMO Financial Full timeApplication Deadline:12/02/2025Address:25 Beckwith Street SouthJob Family Group:Retail Banking Sales & ServiceJoin 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...
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Financial Planner
4 days ago
Smiths Falls, Canada BMO Financial Full timeApplication Deadline: 12/02/2025 Address: 25 Beckwith Street South 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...
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Financial Planner
6 days ago
Smiths Falls, Canada BMO Financial Full timeApplication Deadline:12/02/2025Address:25 Beckwith Street SouthJob Family Group:Retail Banking Sales & ServiceJoin 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...
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Financial Planner, Scotia Financial Planning
7 days ago
Smiths Falls, Canada Scotiabank Full timeOverview Requisition ID: 230921 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice...
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Smiths Falls, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Planner in Smiths Falls, ON. The successful candidate will be responsible for developing client relationships and providing high-quality financial advice. This role offers a flexible work environment and requires strong networking and interpersonal skills. Applicants should possess relevant financial...
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Entrepreneurial Financial Planner
3 weeks ago
Smiths Falls, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Planner based in Smiths Falls, Ontario. This role focuses on developing client relationships, providing investment and financial planning advice. The ideal candidate has at least 3 years of relevant experience, possesses necessary certifications, and values flexible working arrangements. Join a...
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Master Planner, Global Supply Chain
2 days ago
Smiths Falls, Canada Canopy Growth Full timeThe Opportunity Canopy Growth is looking for a Master Planner, Global Supply Chain to join its team on a permanent full-time position basis.Reporting to the Senior Manager, Supply Planning, the mandate of the Master Planner is to facilitate in the management, implementation, and continual improvement of the planning processes and enabling tools, and to...
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Master Planner, Global Supply Chain
3 weeks ago
Smiths Falls, Canada Canopy Growth Full timeThe Company At Canopy Growth, our mission is clear: improve lives, end cannabis prohibition, and strengthen communities.We believe that cannabis can be a force for good. We’re building a consumer-centric organization that is focused on sharing the transformational potential of cannabis with the world. We will achieve this through an innovative and...
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Master Planner, Global Supply Chain
3 weeks ago
Smiths Falls, Canada Canopy Growth Full timeThe Company At Canopy Growth, our mission is clear: improve lives, end cannabis prohibition, and strengthen communities.We believe that cannabis can be a force for good. We’re building a consumer-centric organization that is focused on sharing the transformational potential of cannabis with the world. We will achieve this through an innovative and...
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Master Planner, Global Supply Chain
3 weeks ago
Smiths Falls, Canada Canopy Growth Full timeThe Company At Canopy Growth, our mission is clear: improve lives, end cannabis prohibition, and strengthen communities.We believe that cannabis can be a force for good. We’re building a consumer-centric organization that is focused on sharing the transformational potential of cannabis with the world. We will achieve this through an innovative and...
