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Added 13 mins ago
DYNAMITE - Operations Team Leader FT - Sherway Gardens
Groupe Dynamite, Inc Garage
Toronto, ON · Etobicoke, Ontario
Full-time
Reporting to the Store Manager, your main focus as Operations Team Lead is to maximize company sales and profitability by maintaining stockroom organization and by managing inventory…
Added 13 mins ago
Key Holder- Toronto Hazelton FSS
ELC Beauty LLC
Toronto, ON
…will use your outstanding coaching and mentoring skills to lead by example, modelling the behaviors that the sales team need to demonstrate in order to provide inspirational, authentic and…
Added 28 mins ago
Production Tech
Trek
Chambly, QC · Trek Store Chambly
Full-time
…complete more than 50% of the total repairs for the team. This Lead Technician role focuses on repairing bikes quickly and consistently, while keeping accuracy and quality a top priority.…
Added 43 mins ago
Boutique Manager | Royalmount
LVMH Perfumes & Cosmetics
Montreal, QC
Full-time
…des clients) tout en garantissant un niveau exceptionnel de service client. Votre passion et votre incarnation de la marque (valeurs) vous permettront de contribuer au développement global…
Added 58 mins ago
Store Manager - Calgary
Source Office Furniture & Systems Ltd.
Calgary, AB
Full-time
…throughout Canada. We pride ourselves in offering unsurpassed customer service and a collaborative team environment where every employee is a part of our success. We are a rapidly growing…
Added 58 mins ago
Responsable / Lead, Full Time - Quartier DIX30
Gap
Brossard, QC
Full-time
…employés afin de veiller à l’adoption des bons comportements de service et à l’exécution des tâches dans vos domaines d’expertise. Vous vous concentrerez sur la direction des processus ou…
Added 58 mins ago
Responsable / Lead, Full Time - Quartier DIX30
Gap
Brossard, QC
Full-time
…employés afin de veiller à l’adoption des bons comportements de service et à l’exécution des tâches dans vos domaines d’expertise. Vous vous concentrerez sur la direction des processus ou…
Added 1 hour ago
Store Crew
7-Eleven
Winnipeg, MB
Full-time
…the store team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training…
Added 1 hour ago
Store Crew
7-Eleven
Prince George, BC
Internship
…the store team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training…
Added 1 hour ago
Store Crew
7-Eleven
Sylvan Lake, AB
Full-time
…the store team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training…
Added 1 hour ago
CAN Team Leader - British Columbia
Mountain Warehouse
Whistler, BC
$22 to $23 CAD / hour
Part-time
…teams to deliver their best? Do you thrive in a fast-paced retail environment where exceptional customer service, innovative visual merchandising, and operational excellence are key? If so,…
Added 1 hour ago
Store Crew
7-Eleven
New Westminster, BC
Internship
…the store team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training…
Added 1 hour ago
COMBO - Team Leader FT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 1 hour ago
ASSISTANT STORE MANAGER
The Aldo Group Inc / Le Groupe Aldo Inc.
Winnipeg, MB
…and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and make every customer feel their best walking out the…
Added 1 hour ago
Seasonal Sales Lead with Keys - UGG
Deckers Brands
Halton Hills, ON · UGG Toronto Premium Outlets (Halton Hills, ON)
Part-time
As a Seasonal Sales Lead, you create personalized shopping experiences for our customers that drive brand loyalty. You understand the importance our modeling our Service Training Program…
Added 1 hour ago
Supervisor (Full Time)
Carters Inc.
Fort St. John, BC
Full-time
Support store team with Asset Protection through a consistent level of customer service, safety awareness, and operational controls
Added 1 hour ago
Store Lead
Moores Clothing
Burnaby, BC
Full-time
Partners with Store management team to lead store staff to achieve sales, service, and operational expectations when assigned as the manager on duty.
Added 1 hour ago
Meat & Seafood - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
Provide superior customer service to meet customer needs
Added 2 hours ago
(CAN) Leader d'équipe, stockage 2
Walmart Canada
Cowansville, QC
Full-time
…associates through teaching and training. Ensure a high level of customer service while ensuring task…
Added 2 hours ago
Health and Beauty Team Lead
Walmart Canada
Hawkesbury, ON
Full-time
…associates through teaching and training. Ensure a high level of customer service while ensuring task…
Added 3 hours ago
Home Delivery Driver / Distribution Center Colleague
JYSK Canada
Pitt Meadows, BC
Full-time
…to pre-determined clients as well as providing exceptional customer service to our client base. You will also be able to operate all forms of Material Handling Equipment and perform daily…
Added 3 hours ago
Part Time Assistant Manager - SilverCity Newmarket Cinemas
Cineplex
East Gwillimbury, ON · Newmarket, ON · SC Newmarket & Xscape
Part-time
Cineplex offers excellent opportunities for growth, this position can often lead to a more senior theatre management role (i.e.: Full-Time Theatre Manager, Sr. Theatre Manager or General…
Added 3 hours ago
Assistant Manager in Training
The TJX Companies, Inc.
Windsor, ON
Full-time
…including merchandising, backroom, frontline, cash office, customer service, markdowns, scheduling, shipping, and receiving, with a strong focus on minimizing shrink and…
Added 4 hours ago
Product Operations Lead | SASKATOON
lululemon
Saskatoon, SK
Full-time
The Product Operations Lead is a part of the store leadership team responsible for executing on the store product strategy, including product operations and inventory management. They are…
Added 4 hours ago
Home Delivery Driver / Distribution Center Colleague
JYSK Canada
Pitt Meadows, BC
$22 to $24 CAD / hour
Full-time
…to pre-determined clients as well as providing exceptional customer service to our client base. You will also be able to operate all forms of Material Handling Equipment and perform daily…

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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