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Added 2 hours ago
Analyst Intern (Nuclear)
Calian in Space & Technology
Ottawa, ON
Internship
…the entire nuclear lifecycle. This includes Safety Analysis, Licensing, Emergency Preparedness, Environmental Protection, Decommissioning, Waste management, and cutting-edge Systems…
Added 3 hours ago
Retail Shift Leader
Canna Cabana
Bracebridge, ON · Muskoka, Bracebridge, ON
$19 to $21 CAD / hour
Full-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 6 hours ago
Regional Manager – Engineering Operations and Business Development
ART Engineering Inc.
Toronto, ON · North York, ON
Full-time
The Regional Manager will work closely with ART Engineering’s senior leadership, technical managers, and other regional offices to support company-wide growth and ensure the local office…
Added 6 hours ago
Financial Planner
BMO
Brampton, ON
Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 7 hours ago
Retail Shift Leader
Canna Cabana
St. Paul, AB
Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 8 hours ago
Retail Shift Leader
Canna Cabana
Calgary, AB · Westbrook, Calgary, AB
Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 8 hours ago
Physician
WELL Health Technologies Corp
London, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 8 hours ago
Physician
WELL Health Technologies Corp
London, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 8 hours ago
Physician
WELL Health Technologies Corp
Mississauga, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 8 hours ago
Physician
WELL Health Technologies Corp
Brampton, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 8 hours ago
Physician
WELL Health Technologies Corp
Richmond Hill, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 8 hours ago
Physician
WELL Health Technologies Corp
Toronto, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 9 hours ago
Assistant Store Manager
Canna Cabana
Calgary, AB · North Hill, Calgary, AB
Full-time
The Assistant Store Manager at NW North Hill, Calgary, Alberta will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and…
Added 10 hours ago
Portfolio Assistant
BMO
Vancouver, BC · FBT
Full-time
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…
Added 10 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…
Added 10 hours ago
Sales Coordinator - Global Markets Trading Floor
BMO
Toronto, ON · FCP
Full-time
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…
Added 10 hours ago
Retail Shift Leader
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
Full-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 11 hours 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 11 hours ago
Count Team Attendant/Cashier - Casino Victoria
Lahal Management LP
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$19.29 to $19.67 CAD / hour
Part-time
Building strong working relationships with internal and external guests
Added 11 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
ON · Kenora, ON
Expected Compensation: The hourly rate for this role is $23 on a 35-hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically…
Added 12 hours ago
Business Development Partner
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Abbotsford, BC
Full-time
The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll play an important…
Added 12 hours ago
Private Banking Officer
BMO
Vancouver, BC · FBT
Full-time
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…
Added 12 hours ago
Financial Planner
BMO
Quebec, QC
Full-time
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…
Added 13 hours ago
General Manager
Retirement Concepts
Surrey, BC
$105,000 to $115,000 CAD / year
Full-time
Reporting to the Director, the General Manager (GM) is accountable for managing and providing leadership for assigned site-based operations.
Added 13 hours ago
Financial Planning Consultant
CIBC
Rosedale, MB · Hamilton, ON
Full-time
Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC…

BMO

Financial Planner

Toronto, ON, Canada

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:

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.

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More about this job

Responsibilities

The Financial Planner provides investment planning and advice to help customers achieve their financial goals through the sale of managed products. They are responsible for business development, managing client relationships, and identifying opportunities to grow the bank's business.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. They are also required to 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
Customer service
Needs-based assessment
Outbound calling
Financial analysis
Communication skills
Collaboration
Problem solving
Influence
Strategic planning
Regulatory compliance

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
Investment Products
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Financial Advice
Regulatory Compliance
Portfolio Management
Customer Experience
Strategic Advice
Banking
Lending
Investment Strategies
Data Analysis
Stakeholder Management
Branch Banking
Financial Industry

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