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Financial engineer Jobs in Delta, BC

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Financial engineer • delta bc

Last updated: 4 days ago

Financial Planner

BMORichmond, BC, CAN
Full-time +1

Retail Banking Sales & Service.We are recruiting Financial Planners for future opportunities in our Richmond Market.Join BMO – imagine the possibilities.Are you looking for a chance to let your ent...Show more

Financial Service Representative

easyfinancialDelta, British Columbia, Canada
Full-time

Join easyhome — Canada’s largest lease-to-own business and a proud part of the .At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be recognized for it.We’v...Show more

Financial Controller | Delta | 100K-115K + bonus

Randstad CanadaDelta, British Columbia, CA
Full-time +1
Quick Apply

Schedule: Full-time, Monday–Friday.Reports to: Senior Finance Leader.Compensation: $100,000–$115,000 base + benefits + ~10% bonus.A growing, multi-entity organization is creating a new Controller r...Show more

Electrical Engineer

Saltworks TechnologiesRichmond, BC, CA
Full-time
Quick Apply

Saltworks Technologies is a leading Canadian cleantech company solving two of the world's most pressing industrial challenges: water sustainability and critical minerals supply.We design and build ...Show more

Field Applications Engineer

Teledyne Digital Imaging US, Inc.BC,Richmond,Canada
Full-time

Field Applications Engineer – Cameras, Software & Vision Systems.As part of Teledyne Technologies, we design and deliver high‑performance imaging and vision solutions that power advanced automation...Show more

(Junior to Senior) Transmission Engineer

ZE Power EngineeringRichmond, BC, CA
Full-time

ZE Power Engineering is an innovative industry leading company that provides engineering services to the electric utility industry.We are currently seeking an individual as a Transmission Engineer ...Show more

Financial Planner, Scotia Financial Planning - Richmond, Vancouver

ScotiabankRichmond, BC, CA
Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Business Development: Executing on business development plans for prospects and ex...Show more

Technical Sales Engineer

WhitecollarsRichmond, British Columbia, Canada
Full-time +1
Quick Apply

Our client is a global engineering and manufacturing company specializing in advanced agitators and mixing solutions for industrial process applications.Their core strength lies not only in deliver...Show more

SUN LIFE FINANCIAL ADVISOR

Sun LifeRichmond, British Columbia
Full-time

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their communities providing advice and impl...Show more

Remote Ruby Engineer - AI Trainer

SuperAnnotateLadner, British Columbia, CA
Remote
Full-time

As an hourly paid, fully remote Ruby Engineer for AI Data Training, you will review AI-generated Ruby and Rails code or generate your own solutions, evaluate the reasoning quality and step-by-step ...Show more

lululemon Staff Application Engineer - Distribution & Logistics Technology

lululemonDelta, British Columbia, Canada
Permanent

Description & Requirements.Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and be...Show more

Financial Planner, Scotia Financial Planning - Richmond, Vancouver

ScotiabankRichmond, BC, CA
Full-time

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 Fina...Show more

RBC Financial Planning Networking Event

0000050007 Royal Bank of CanadaNEW WESTMINSTER, British Columbia, Canada
Full-time

RBC FINANCIAL PLANNING - A POWERFUL CALLING CARD.Grow your career in your own community in the Lower Mainland with RBC Royal Bank!.If you are an accredited Financial Planner (or actively working to...Show more

Electrical Project Engineer - Contract

Schneider ElectricRichmond, Canada
Full-time

The Project Engineer is responsible for leading and executing electrical engineering project activities from design through delivery, commissioning, and close‑out.This role blends strong technical ...Show more

Customer Service - Work from Home - Flexible Schedule

Tim's FinancialDelta, British Columbia
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show more

Automotive Finance & Wealth Specialist

Westminster ToyotaNew Westminster, British Columbia, Canada
Full-time

Westminster Toyota is seeking a Financial Services Manager / Senior Financial Advisor to join our high-performing team.This role is ideal for professionals currently working in banking, private len...Show more

RBC Financial Planning Networking Event

Royal Bank of Canada>NEW WESTMINSTER, Canada
Full-time

RBC FINANCIAL PLANNING - A POWERFUL CALLING CARD.Grow your career in your own community in the Lower Mainland with RBC Royal Bank!.If you are an accredited Financial Planner (or actively working to...Show more

Technical Sales Engineer

Dynamix AgitatorsRichmond, British Columbia, Canada
Full-time
Quick Apply

Our strength is not simply supplying equipment.It is understanding our customers’ processes and applying the right mixing solution in a way that creates real operational value.We are looking for a ...Show more

Power Engineer, Plant Services

Fraser HealthNew Westminster, British Columbia, CA
Full-time

Operates, maintains, repairs and modifies elements, components and appliances associated with the steam distribution, steam condensate, hot water heating, heating ventilation and air conditioning, ...Show more

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Financial Planner

Financial Planner

BMORichmond, BC, CAN
24 days ago
Job type
  • Full-time
  • Part-time
Job description

Application Deadline:

04/20/2026

Address:

6088 No 3 Road

Job Family Group:

Retail Banking Sales & Service

*We are recruiting Financial Planners for future opportunities in our Richmond 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 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.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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:

$45,500.00 - $84,500.00

Pay Type:

Salaried & 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:

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 .

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.