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Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 3 hours ago
Management Trainee
Enterprise Holdings
Yarmouth, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 3 hours ago
Management Trainee
Enterprise Holdings
Sydney, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 4 hours ago
Personal Lines Account Manager
Drayden Insurance Ltd
Stony Plain, AB
Full-time
…growing team. We are now searching for a Personal Lines Account Manager to join our team of insurance professionals in our Stony Plain…
Added 6 hours ago
General Manager- Leadership Expansion Program
Groundworks
Burlington, ON
Full-time
You'll gain hands-on experience across sales, operations, and production while learning the Groundworks culture, business model, and leadership principles. Upon completion, you'll be placed…
Added 9 hours ago
Industrial Sales Rep – Edmonton
Quality Cutting Tools Inc.
AB · Edmonton, AB
Full-time
As an Industrial Sales Rep, you will grow an established territory and customer base by bringing in business and developing business relationships within your existing accounts and driving…
Added 10 hours ago
Client Advisor- EN
RBC
Dorval, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 10 hours ago
Client Advisor- EN
RBC
Pointe-Claire, QC
Part-time
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Added 10 hours ago
Administrative Assistant
Enterprise
Surrey, BC
Full-time
…rental, carsharing, truck rental, fleet management, retail car sales, as well as travel management and other transportation services, to make travel easier and more convenient for…
Added 11 hours ago
Personal Banker - Yarmouth
TD
Yarmouth Indian Reserve No. 33, NS
Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 11 hours ago
Financial Planner
BMO
Brampton, ON
Full-time
…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…
Added 11 hours ago
Sales Manager
DMC Recruitment Group
Vancouver, BC
Full-time
This is a newly created Sales Manager opportunity with an established building products distributor in Orange County. You’ll inherit a strong group of Repos, a solid customer base, and the…
Added 12 hours ago
Banking Advisor
National Bank of Canada
Aurora, ON
Part-time
The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you…
Added 12 hours ago
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 12 hours ago
Banking Advisor
National Bank of Canada
Kirkland, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 15 hours ago
Client Advisor
RBC
Cross Lake 19, MB
Full-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 15 hours ago
Client Advisor
RBC
Ste. Rose, MB
Full-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 15 hours ago
Financial Planner Investment and Retirement Planning Assistant
RBC
AB
Full-time
…Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. You will provide…
Added 15 hours ago
Personal Banker - Truro
TD
Truro, NS
Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 15 hours ago
Portfolio Assistant
BMO
Vancouver, BC · FBT
Full-time
…experience. Works collaboratively within the assigned team / branch and with business…
Added 15 hours ago
Personal Banker
BMO
Calgary, AB
Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 15 hours ago
Personal Banker
BMO
Kamloops, BC
Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 15 hours ago
Personal Banker
BMO
Wainwright, AB
Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 15 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…profitability, market share and loyalty of the assigned Private Wealth branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch…

BMO

Financial Planner

Markham, ON, Canada

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 2, 2026
Experience: 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.
Posting language: English
Posted: Sep 18, 2026

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Original job description

Application Deadline:

10/01/2026

Address:

9660 Markham Road

Job Family Group:

Retail Banking Sales & Service

*Cantonese Speaking is required for this position

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:

$45,000.00 - $100,000.00

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: 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.

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More about this job

Responsibilities

The Financial Planner provides personalized investment and financial planning advice to help customers achieve their goals while driving business growth through sales and referrals. They are responsible for managing client relationships, executing business development strategies, and ensuring compliance with regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must meet all regulatory licensing and registration requirements for a Financial Planner in the province of employment and possess Cantonese language proficiency.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Data analysis
Communication
Collaboration
Problem solving
Influence
Risk management
Cantonese speaking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Mutual Funds
Retirement Savings
Investment Strategies
Business Development
Relationship Management
Risk Management
Regulatory Compliance
Sales Targets
Outbound Calling
Financial Advice
Portfolio Management
Cantonese
BMO

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