coaldale, ab finance Jobs – 40 Openings This Week

Financial Planner
BMO Financial —Lethbridge, AB
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
11d
Financial Analyst
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Microsoft Office
- Finance
- Accounting
- Dental care
- Paid time off
Quick apply
Financial Service Associate
1st Choice Savings and Credit Union Ltd —Coaldale, AB
- From $20 an hour
- Full-time
- Sales
- Customer service
- Finance
- Dental care
- Employee assistance program
Quick apply
10d
Office & Finance Adminstrator
JPR INDUSTRIES INC. —Shaughnessy, AB
- $24–$32 an hour
- Full-time
- Microsoft Office
- QuickBooks
- Construction
- Disability insurance
- Dental care
Quick apply
13d
Insurance Sales Representative
Combined, a Chubb Company —Lethbridge, AB
- Full-time
- Bachelor's
- Communication skills
- Disability insurance
Staff Pharmacist – Brooks, near Calgary – Rural Practice + Student Loan Forgiveness eligibility
Pharmasave —Alberta
- $65–$75 an hour
- Full-time
- In-person
- Communication skills
- Store discount
- Relocation assistance
Quick apply
Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Servus Credit Union —Lethbridge, AB
- Sales
- Profit sharing
Quick apply
Financial Advisor - Scenic Drive
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Director of Finance - Fort McMurray, AB
Diversified Transportation —Alberta
- $160,000–$185,000 a year
- Full-time
- ERP systems
- Finance
- Bachelor's
- Disability insurance
- Relocation assistance
16h
Finance/Office Manager
BROWNS INDUSTRIAL SALES —Alberta
- $80,000–$110,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Accounting
- Disability insurance
- Relocation assistance
Quick apply
3d
Financial Advisor - Crossings Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
9d
Financial Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Business development
- Financial services
- Disability insurance
- Dental care
Quick apply
1d
Mortgage Specialist - Lethbridge and Medicine Hat
Scotiabank —Lethbridge, AB
- Sales
- Communication skills
- Negotiation
- Dental care
Insurance Advisor
Western Financial Group Inc. —Taber, AB
- $51,000–$61,000 a year
- Full-time
- Sales
- Epic
- AI
Quick apply
CA Financial Advisor
Edward Jones —Lethbridge, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Facility Controller
AG Growth International Inc. —Nobleford, AB
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Mortgage Associate
Dominion Lending Centres Ratefair —Alberta
- $50,000–$500,000 a year
- Full-time
- Remote
- Sales
- Organizational skills
- Communication skills
- Flexible schedule
Quick apply
Relationship Manager, Commercial Banking
CIBC —Lethbridge, AB
- Full-time
- Finance
- Business development
- In-person
Manager Commercial Banking
National Bank of Canada —Lethbridge, AB
- Full-time
- English
- Master's degree
- Business development
- Wellness program
- Employee assistance program
Financial Service Representative
easyfinancial —Lethbridge, AB
- $20–$21 an hour
- Full-time
- Sales
- Negotiation
Quick apply
13h
In-store Credit Sales Advisor - Lethbridge, AB
Kognitive Sales Solutions —Lethbridge, AB
- $17.50 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Flexible schedule
Quick apply
10d
Director of Finance
Coulson Group —Canada
- Full-time
- Finance
- Master's degree
- Analysis skills
Quick apply
13d
Financial Planning and Analysis Manager
Groupe d'assurance South Western —Canada
- $110,000–$130,000 a year
- Contract
- Remote
- Bilingual
- Microsoft Excel
- ERP systems
- Wellness program
- Disability insurance
Quick apply
Vice President, Mortgage Origination
GreenBirch Capital Inc —Canada
- $325,000–$375,000 a year
- Remote
- Sales
- Business development
- Construction
- Flexible schedule
Quick apply
Financial Aid Officer
Career City College —Canada
- $46,000–$50,000 a year
- Full-time
- Remote
- Microsoft Excel
- Sales
- Customer service
- Dental care
- Work from home
Quick apply
2d

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Financial Planner

BMO Financial
Lethbridge, AB

Apply Now

Job details

11 days ago

Benefits

Tuition reimbursement
Life insurance

Skills

Post-secondary education
Analysis skills
Business
Communication skills

Full job description

Application Deadline:

06/22/2026

Address:

378 University Drive West

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 Bank's assets and complies with all regulatory, legal, and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.

Qualifications:

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.
Advanced working knowledge of financial industry.
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.

Salary:

Pay Type:

Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

Apply Now

Refine Your Search

finance jobs in coaldale, ab

Financial Planner

Financial Analyst

Financial Service Associate

Office & Finance Adminstrator

Insurance Sales Representative

Staff Pharmacist – Brooks, near Calgary – Rural Practice + Student Loan Forgiveness eligibility

Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Financial Advisor - Scenic Drive

Director of Finance - Fort McMurray, AB

Finance/Office Manager

Financial Advisor - Crossings Lethbridge

Financial Advisor

Mortgage Specialist - Lethbridge and Medicine Hat

Insurance Advisor

CA Financial Advisor

Facility Controller

Mortgage Associate

Relationship Manager, Commercial Banking

Manager Commercial Banking

Financial Service Representative

In-store Credit Sales Advisor - Lethbridge, AB

Director of Finance

Financial Planning and Analysis Manager

Vice President, Mortgage Origination

Financial Aid Officer

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