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Added 17 mins ago
Manager, Community Safety Wellbeing & Project Management
Toronto Community Housing
Toronto, ON · North York, ON
Full-time
Training and development programs including tuition reimbursement of $1500 per calendar year.
Added 18 mins ago
Mortgage Specialist
BMO
Surrey, BC
Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 18 mins ago
Senior Relationship Manager Mid Market
BMO
Hamilton, ON · St. Catharines, ON
Full-time
R260023879 Senior Relationship Manager Mid Market (Open)
Added 33 mins ago
Casual Direct Support Professional
Karis Disability Services
Hamilton, ON
Part-time
Tuition reimbursement, career development and training opportunities
Added 33 mins ago
Casual Direct Support Professional
Karis Disability Services
Waterloo, ON
Part-time
Tuition reimbursement, career development and training opportunities
Added 33 mins ago
Team Lead (Full time) - Fairview Park Mall - Kitchener
Reitmans (Canada) Ltée/Ltd
Kitchener, ON
Full-time
Promote effective communication with the Store Manager to ensure alignment, smooth operations, and timely execution of priorities.
Added 47 mins ago
Program Assistant – Cancer Research Program (CRP)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Provides administrative support to assigned academic staff and manager (payment requisition – reimbursement),
Added 1 hour ago
Project Management Office (PMO) Lead
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
Support Analyst
BMO
Toronto, ON · YNG
Full-time
Added 1 hour ago
Senior Associate, Client Service
Fiera Capital
Montreal, QC
Full-time
Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting…
Added 1 hour ago
Manager, Product Management
Samsung Electronics
Mississauga, ON
Full-time
Tuition Reimbursement to keep you learning/Access of Samsung U for 24/7 online learning
Added 1 hour ago
AI Engineer
Astek
AB · Edmonton, AB
$130,000 to $178,000 CAD / year
Full-time
Reimbursement of phone and/or internet expenses up to $75 per month.
Added 1 hour ago
Personal Support Worker - Toronto
CBI Home Health
Toronto, ON
Part-time
Weekend premiums, travel pay and/or mileage reimbursement, and Parking Reimbursement
Added 1 hour ago
Reimbursement Case Manager
Valeris
NT · Northwest Territories, Canada
Full-time
As a Reimbursement Case Manager, you provide inbound and outbound phone support and serve as the primary contact for patients, caregivers, and providers. You will facilitate a collaborative…
Added 1 hour ago
Manager, Community Safety Wellbeing & Project Management
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Training and development programs including tuition reimbursement of $1500 per calendar year.
Added 1 hour ago
Manager, Shipping & Receiving
Sporting Life Group
Mississauga, ON
Access to our benefits package, with the choice of different levels of health, dental, and vision coverage to suit you.
Added 2 hours ago
Warehouse/Yard Associate
ICONIX Waterworks
Vernon, BC
Other
Communicating clearly with your manager, teammates, and customers
Added 2 hours ago
Grant Operation Teams Supervisor - Housing Program Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Four (4) years of demonstrated leadership experience as a manager, supervisor, team leader or other informal leadership role, that includes fostering a positive, innovative and productive…
Added 2 hours ago
Enterprise Continuity Deputy Director - State Program Administrator Manager Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Job Class: State Program Administrator Manager Senior
Added 2 hours ago
Production Control Analyst - EDP Operations Technician 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Working knowledge of Applications Manager (APPWORX).
Added 2 hours ago
Store Manager - Smart Centres Calgary Southeast
RCL - Reitmans Canada Ltd/Ltée
Calgary, AB
Full-time
Reporting to the District Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 2 hours ago
Assistant Store Manager - Smart Centres Vernon
RCL - Reitmans Canada Ltd/Ltée
Vernon, BC
Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 2 hours ago
Manufacturing Assistant Lead Hand – Shipping, Receiving & Inventory Control
Price Industries Limited
Vaughan, ON
Manulife Virtual Pharmacy - Access pharmacy services anytime, anywhere through the Manulife app, with eligible prescriptions delivered directly to your home.
Added 2 hours ago
Production Manager
Price Industries Limited
Winnipeg, MB
Manulife Virtual Pharmacy - Access pharmacy services anytime, anywhere through the Manulife app, with eligible prescriptions delivered directly to your home.
Added 3 hours ago
Case Manager_FT-Perm (Bargaining Position Unit)
LOFT Community Services
Newmarket, ON
$57,007 to $71,647 CAD / year
Full-time
Title of Job: Case Manager (Bargaining Unit Position)

BMO

Financial Planner

Brampton, ON, Canada

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 9, 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 25, 2026

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Original job description

Application Deadline:

10/08/2026

Address:

499 Main Street South

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.
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 investment advice and financial solutions to help customers achieve their goals while proactively building new client relationships. They are responsible for executing business development strategies, meeting sales targets, and ensuring compliance with all 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 and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Risk management
Strategic planning
Data analysis

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
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Risk Management
Sales Targets
Customer Experience
Financial Industry
Regulatory Compliance
Strategic Advice
Portfolio Management
Outbound Calling
Branch Referrals
Investment Strategies
Data Analysis
Stakeholder Management
Financial Goals

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