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Added 2 hours ago
Principal Director - Business Insurance (P&C)
JobsMedia.io
Montreal, QC
Full-time
You will be responsible for a team of 30 to 40 people, primarily made up of Commercial Insurance Account Directors.
Added 2 hours ago
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Full-time
Technical Skills: AMF certification for commercial insurance, knowledge of property insurance policies. Civil liability and cyber insurance are strong assets.
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✔️ Strong understanding of commercial property and casualty insurance
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Commercial Lines Insurance Producer ($150,000+ Commission Potential)
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Full-time
We are currently recruiting for a Commercial Line Insurance Producer for a brokerage in the GTA, ON area.
Added 2 hours ago
Bilingual Equipment Finance Associate - RCAP Leasing
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Full-time
Complete all security registration in line with the transaction approval, policy and procedures and Personal Property Security Act and data input into the technology application. This can…
Added 6 hours ago
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BMO
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The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries.…
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Director, Wealth Growth & Analytics
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Partner with senior business leaders to influence strategic and commercial decisions through data-driven insights and recommendations.
Added 6 hours ago
Financial Planner
BMO
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Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Added 7 hours ago
Tax Analyst
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Full-time
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Within Commercial Banking, you are part of a team dedicated to serving commercial real estate clients, including investors, developers, property owners, and operators. You are surrounded by…
Added 8 hours ago
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Added 9 hours ago
Commercial Property Accountant
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Toronto, ON
Full-time
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Added 9 hours ago
Senior Property Accountant
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Toronto, ON
Full-time
The Senior Property Accountant is responsible for the full-cycle accounting, financial reporting, budgeting, forecasting, and financial analysis of a portfolio of commercial real estate…
Added 11 hours 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 12 hours ago
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Added 12 hours ago
Senior Technical Assistant, Technical Risk (4-Month Contract)
Northbridge Financial Corporation
Vancouver, BC · Edmonton, AB · Calgary, AB
Full-time
Previous experience in the property and casualty insurance industry.
Added 12 hours ago
Service Desk Analyst
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Vancouver, BC
Full-time
…brands. We have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of our customers…
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Private Banking Associate, Private Wealth
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Private Banking Officer
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Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Added 12 hours ago
Financial Planner
BMO
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Full-time
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Added 12 hours ago
Analyst, Value and Risk Advisory
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Toronto, ON · CAN-CORP Toronto-Toronto, Canada
Full-time
…place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry,…
Added 13 hours ago
Associate Underwriter, Technical Risk (9-Month Contract)
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Vancouver, BC · Edmonton, AB · Calgary, AB
Full-time · Other
Experience in the commercial property and casualty industry
Added 13 hours ago
Manager, Asset Management
Realstar
Toronto, ON
Realstar is a fully integrated management firm providing a full range of investment and property management services for the last 50 years. It is one of Canada’s largest multi-residential…
Added 13 hours ago
Financial Planner
BMO
Toronto, ON
Full-time
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).

BMO

Financial Planner

Quebec, QC, 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 22, 2026

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Original job description

Application Deadline:

10/01/2026

Address:

1660 Avenue Jules-Verne

Job Family Group:

Retail Banking Sales & Service

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

Provides financial and investment planning advice to deliver solutions in the best interests of customers while identifying new business opportunities. Implements relationship management plans and engages in proactive outreach to meet sales and performance targets.

Requirements

Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Candidates 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
Referral generation
Data analysis
Strategic advice
Customer service
Communication
Collaboration
Problem solving
Influence
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Mutual Funds
Retirement Savings Plans
Investment Strategies
Business Development
Relationship Management
Sales Targets
Financial Industry
Regulatory Compliance
Investment Products
Customer Experience
Strategic Advice
Data Analysis
Outbound Calling
Branch Referrals
Personal Banking
Commercial Banking
Lending
Financial Advice

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