Financial Planner

5 days ago

Vancouver, Canada BMO Financial Full time

Application Deadline: 01/05/2026 Address: 5594 Cambie Street Job Family Group: Retail Banking Sales & Service We are hiring Financial Planners for multiple opportunities in our Vancouver East market. 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

  • Financial Planner

    1 week ago

    Vancouver, Canada BMO Full time

    OverviewApplication Deadline: 12/17/2025Address: 5594 Cambie StreetJob Family Group: Retail Banking Sales & ServiceWe are hiring Financial Planners for multiple opportunities in our Vancouver East market.Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great...

  • Financial Planner

    2 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Application Deadline:12/17/2025Address:5594 Cambie Street Job Family Group:Retail Banking Sales & ServiceWe are hiring Financial Planners for multiple opportunities in our Vancouver East market. Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great...

  • Transition Planner

    6 days ago

    Vancouver, Canada Raymond James Financial Full time

    Job Description - Transition Planner (2500777) Transition Planner - 2500777 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

  • Transition Planner

    6 days ago

    Vancouver, Canada Raymond James Financial Full time

    Job Description - Transition Planner ) Transition Planner - At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs....

  • Transition Planner

    1 week ago

    Vancouver, Canada Raymond James Financial Full time

    Job Description - Transition Planner (2500777) Transition Planner - 2500777 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

  • Financial Planner, Scotia Financial Planning

    4 days ago

    Vancouver, Canada Scotiabank Full time

       Requisition ID: 228228Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...

  • Transition Planner

    2 days ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **Transition Planner** - 2500004 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    (s): Canada : British Columbia : Vancouver Scotiabank Global Site Full time

    Requisition ID: 228228Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    North Vancouver, Canada Scotiabank Full time

       Requisition ID: 228225Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...

  • Financial Planner: Investments

    6 days ago

    Vancouver, Canada Scotiabank Full time

    A leading financial institution is seeking a Financial Planner to join its team in Vancouver, BC. The successful candidate will be responsible for establishing and deepening investment and banking relationships with clients while delivering outstanding financial advice. This role emphasizes collaboration, achieving sales targets, and providing an exceptional...