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Added 12 mins ago
Sr Quality Assurance & Technical Support Specialist
Securitas Technology Canada Corporation
Ottawa, ON
$90,000 to $100,000 CAD / year
Full-time
This position works closely with Engineering, Production, Sales, the Manager of QA, and the Director of R&D to improve product quality, customer satisfaction, and operational efficiency. In…
Added 12 mins ago
Account Executive Regional Enterprise
Securitas Technology Canada Corporation
Mississauga, ON
Full-time
Reporting directly to the District Sales Manager, you will be responsible for expanding and maintaining a customer portfolio that allows for the positive presentation of Securitas…
Added 12 mins ago
Communications Coordinator
Canadian Cancer Society
Ottawa, ON · Toronto, ON
Full-time
…advances CCS’s priorities. Reporting to the Sr. Communications Manager, the coordinator provides communications support across thought leadership initiatives, mission-driven campaigns and…
Added 12 mins ago
Corporate Partnerships, Senior Specialist
Canadian Cancer Society
Vancouver, BC
$56,000 to $64,500 CAD / year
Full-time
Provide support to the prospecting efforts of the Senior Manager, New Business Development, Corporate Partnerships
Added 12 mins ago
Manager, Partnerships (one-year contract)
Windmill Microlending
Toronto, ON
$80,000 to $85,000 CAD / year
As part of a nationally focused organization, the Manager, Partnerships is a business development role primarily focused on Ontario and the Atlantic provinces and providing support…
Added 12 mins ago
Strategic Procurement Advisor - Information Technology, Data and Digital
Air Canada
Dorval, QC
Full-time
…successful candidate will play a key role as a procurement category manager and as a supplier relationship manager for IDD. Given the cross-functional nature of IDD procurement at Air…
Added 12 mins ago
Agro Advisor II (Full-Time) - Lacombe - Central Alberta Co-op
Co-op
Lacombe, AB
Full-time
Work with Agronomy team, Site supervisor and Agro Manager as required
Added 12 mins ago
Project Manager, Enterprise Project Management Office (12 Month)
Gowling WLG
Toronto, ON
Full-time · Contract
As a Project Manager you will report directly to the National Director, Enterprise Project Management Office (EPMO) and will be empowered to work on business-driven transformation projects…
Added 26 mins ago
Associé(e) Comptoir entrepreneur (Temps plein)
The Home Depot Canada
Sherbrooke, QC
Full-time
Added 26 mins ago
Project Manager, Tailings, Water and Environment
AtkinsRéalis
Vancouver, BC
Full-time
We are seeking a Project Manager to join our Tailings, Water and Environment (TWE) group within the Global Minerals & Metals (M&M) business unit. In this role, you will lead and deliver…
Added 26 mins ago
Project Manager, Tailings, Water and Environment
AtkinsRéalis
Vancouver, BC
Full-time
We are seeking a Project Manager to join our Tailings, Water and Environment (TWE) group within the Global Minerals & Metals (M&M) business unit. In this role, you will lead and deliver…
Added 26 mins ago
Bilingual ADP Sales Manager
Sun Life Québec
Quebec, QC
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 26 mins ago
Power Market Sector Lead, Canada
HDR
Calgary, AB
Full-time
…management and technical expertise, and to support business development activities for a diverse set of power generation, power delivery, hydropower, renewables, technology, data centre,…
Added 27 mins ago
Merchandising Supervisor
Bloomstar Bouquet
Mississauga, ON
Full-time
…movement of product from storage to the sales floor, customer relationship building…
Added 27 mins ago
Lease Documentation Coordinator
QuadReal Property Group
Vancouver, BC
Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 27 mins ago
Maintenance Operator
QuadReal Property Group
Toronto, ON
Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 27 mins ago
Payments Merchant Services - Relationship Manager - Senior Associate
JPMorgan Chase & Co.
Toronto, ON
Full-time
As as Senior Relationship Manager you will be responsible for managing, expanding and retaining a portfolio of existing major relationships across multiple industries in Canada.
Added 27 mins ago
Senior Account Manager, Healthcare
Desjardins
Toronto, ON
Full-time
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the…
Added 41 mins ago
Loans Interviewer / Member Service Representative
Community Savings Credit Union
Victoria, BC
Full-time
Pursues deposit and loan growth and capitalizes on business development opportunities by promoting and cross-selling the services of the Credit Union, promoting and participating in branch…
Added 41 mins ago
Member Relationship Manager
YNCU
London, ON
Full-time
The Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help…
Added 41 mins ago
Director of Human Resources
Marriott International
Toronto, ON
Full-time
The Director of Human Resources will report directly to the property General Manager, with a dotted-line (functional) reporting relationship to the Regional Senior Director of Human…
Added 41 mins ago
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 42 mins ago
Wireless Sales Associate - 1208 Coquitlam
OSL Retail Services Inc
Coquitlam, BC
Other
No Sales or Wireless Experience? We’ll teach you everything you need to know through award-winning, best-in-class training and ongoing development
Added 42 mins ago
SENIOR ACCOUNT MANAGER FINANCING – Montreal
BDC
Montreal, QC · Eastern Montreal
Full-time
Opportunities for learning, training and development, and much more...
Added 42 mins ago
SENIOR ACCOUNT MANAGER, FINANCING - Drummondville, Victoriaville
BDC
Drummondville, QC · Victoriaville, QC
Full-time
Develop and maintain a pipeline of business opportunities through proactive prospecting, business development, and relationship-management activities.

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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