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Added 44 mins ago
Relationship Manager, Regional Markets - Grande Prairie
ATB
Grande Prairie, AB
Full-time
Reporting to the Director, the Relationship Manager (RM) works with a team of ATB Business associates and partners and is responsible for increasing and retaining business based on annual…
Added 1 hour ago
Branch Manager
Water Treatment Equipment Co
Hanover, ON
Full-time
The Branch Manager is responsible for overseeing and providing support to the daily operations of the branch. They are a key part of ensuring that all employees provide a level of customer…
Added 1 hour ago
Branch Operations Manager
RBC Dominion Securities
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
Added 1 hour ago
Branch Manager
Tenaquip Limitee
Whitehorse, YT
Full-time
The Branch Manager will oversee the operations of the branch. The incumbent will work with his/her team members, customers, and suppliers to solve specific challenges and maintain growth…
Added 1 hour ago
Project Manager
BELFOR CANADA INC.
Mississauga, ON
$60,000 to $80,000 CAD / year
Full-time
Reporting to the General Manager, the Project Manager is the main generator of revenue for the branch. This position’s primary responsibility is to manage and oversee all emergency and…
Added 1 hour ago
Branch Operations Manager
RBC
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
Added 2 hours ago
Corporate Parts Manager
Westerra Equipment
Abbotsford, BC
Full-time
…margin control, and optimize supplier relationships across our branch network. This role turns our corporate parts strategy into consistent execution and measurable…
Added 2 hours ago
Client Advisor
RBC
Oakville, ON
Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Branch Manager Advisor
RBC
NS
Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 2 hours ago
Branch Manager (Lake Cowichan Branch)
First West
Lake Cowichan, BC
The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and Tru…
Added 3 hours ago
Financial Sercives Assistant
Desjardins
Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Saint-Hyacinthe, QC · Sherbrooke, QC · Alma, QC · Saguenay, QC
Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 4 hours ago
Relationship Manager, Regional Markets - Grande Prairie
ATB Financial
Grande Prairie, AB
Full-time
Reporting to the Director, the Relationship Manager (RM) works with a team of ATB Business associates and partners and is responsible for increasing and retaining business based on annual…
Added 4 hours ago
Sales Manager
Convoy Supply
Toronto, ON · Etobicoke, ON
Full-time
Lead, coach, and develop a team of Outside Sales Representatives to achieve sales and margin objectives.
Added 4 hours ago
Service Sales Manager
Rocky Mountain Equipment
Steinbach, MB
Full-time
REPORTING TO: Regional Aftermarket Sales Manager
Added 4 hours ago
Branch Helper
Rocky Mountain Equipment
Camrose, AB
Safely Load and unload equipment for customers and branch
Added 4 hours ago
Service Advisor- Non Technical
Rocky Mountain Equipment
Steinbach, MB
Full-time
The Service Advisor is the liaison between customers in need of repairs and the Service Manager. The advisor schedules maintenance and handles the appropriate paperwork. As the successful…
Added 4 hours ago
Service Department Manager
ALLMAR INC.
Winnipeg, MB
$70,000 to $80,000 CAD / year
Full-time
As directed by the Branch Manager, the Department Manager, Installations provides guidance and oversight to a team of internal installers and will coordinate a full-service installation…
Added 4 hours ago
Business Development Manager
Fire safety and protection LLC
Ottawa, ON
$75,000 to $95,000 CAD / year
Full-time
The Business Development Manager is responsible for driving revenue growth through proactive customer acquisition, strategic partnership development, and coordination of marketing…
Added 4 hours ago
Canadian Commercial Banking Associate
TD
Montreal, QC
Full-time
The Associate Program provides robust and comprehensive training before the associate is assigned to an Account Manager or Analyst position within the district. Training includes in-branch…
Added 4 hours ago
Agronomy Sales Consultant
Sunderland Co-Operative Inc
Oakwood, ON
Full-time
Achieve sales targets and execute plans established with the Agronomy Sales Manager
Added 4 hours ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 5 hours ago
Branch Manager
Culligan of Canada
Hanover, ON
$75,000 to $85,000 CAD / year
Full-time
The Branch Manager is responsible for overseeing and providing support to the daily operations of the branch. They are a key part of ensuring that all employees provide a level of customer…
Added 5 hours ago
Branch Manager Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 5 hours ago
Bilingual ADP Sales Manager
Sun Life Québec
Montreal, 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 5 hours ago
Field Service Operations Manager_CA
Brandt Group of Companies
Saskatoon, SK
Full-time
Brandt Tractor Ltd is currently seeking a Field Service Operation Manager for our Saskatoon, SK location.

Closed listing

BMO

Financial Planner

Toronto, ON, Canada

Job type: Full-time
Closing date: Sep 18, 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 4, 2026

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/17/2026

Address:

2083 Danforth Avenue

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.

About employer

More about this job

Responsibilities

The Financial Planner provides investment and financial planning advice to help customers achieve their goals while proactively identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and ethical requirements.

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 and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Regulatory compliance
Investment strategies

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 products
Business development
Relationship management
Sales targets
Financial industry
Regulatory compliance
Client acquisition
Portfolio management
Strategic advice
Banking products
Lending
Customer experience
Market needs
Stakeholder management
Data analysis
Financial goals

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