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Added 7 mins ago
Manager, Fund Events
Manulife
Toronto, ON · Montreal, QC
Full-time
Manulife's Fund Events team is seeking a dynamic Manager to support the GWAM Canada business. In this role, you will provide expert operational support to help ensure the successful…
Added 7 mins ago
Front of House Manager
Boston Pizza
Grande Prairie, AB
Full-time
A Front of House Manager at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
Added 7 mins ago
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
Other
Become a brand ambassador and be part of a team that works with passion, ambition and expertise to create excellent customer experiences. Be among the first to bring our collections from…
Added 7 mins ago
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
Other
Become a brand ambassador and be part of a team that works with passion, ambition and expertise to create excellent customer experiences. Be among the first to bring our collections from…
Added 22 mins ago
Gestionnaire de comptes
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Montreal, QC
The Account Manager (AM) focuses on identifying and developing new product opportunities within the existing customer base. This role involves prospecting, presenting programs, and meeting…
Added 22 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Fort Saskatchewan, AB
…is focused on growing their insurance industry knowledge and…
Added 22 mins ago
ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
Vaughan, ON
…marketing strategies and ensuring brand visibility while maximizing customer acquisitions and retention efforts. This role is a 12-month…
Added 37 mins ago
Estimator, Senior
BV GLAZING
Niagara Falls, ON
$85,000 to $95,000 CAD / year
Full-time
5+ years experience in façade estimating, particularly unitized curtain wall systems
Added 37 mins ago
Junior Project Operations Manager
BV GLAZING
Niagara Falls, ON
$50,000 to $80,000 CAD / year
Full-time
Direct quality aspects and quality control for Group factories, suppliers, and third parties in coordination with the Project Quality Manager.
Added 37 mins ago
Territory Sales Manager - Automotive
EBlock Inc.
Edmonton, AB
$60,000 to $72,000 CAD / year
Full-time
Resolve customer concerns by taking immediate action independently or referring the customer to the appropriate manager(s).
Added 37 mins ago
Inside Sales Representative - Automotive
EBlock Inc.
NB · NS · PE
Full-time
Work closely with your Territory Sales Manager, and others in your territory, to quickly and efficiently work IF bids post sale day.
Added 37 mins ago
Software Development Manager
EBlock Inc.
Canada
$160,000 to $180,000 CAD / year
Full-time
The second constraint is that your engineering time sits off the critical path. The team owns dated customer commitments, and you are not the critical-path owner of them, so no deliverable…
Added 37 mins ago
Boston Pizza - Host
Bingemans Inc
Kitchener, ON
Up to $17.6 CAD / hour
Part-time
…and off-site events, with over 70 years of successful event…
Added 37 mins ago
Customer Service Specialist
Transx Ltd
Guelph, ON
$50,000 to $60,000 CAD / year
Full-time
TransX Ltd has an exciting opportunity for a Customer Service Representative (CSR) to join our Operations Department. Reporting directly to the Customer Service Manager, the CSR is…
Added 37 mins ago
Adult Program Supervisor - Full Time
YMCA of Three Rivers
Cambridge, ON
$50,000 to $55,000 CAD / year
Full-time
Reporting to the Center Manager, this role provides day-to-day leadership, coaching, and support to staff and volunteers while ensuring a safe, inclusive, and welcoming environment for…
Added 37 mins ago
Customer Service Representative Level 2
Transx Ltd
Rosser, MB
The TransX Group of Companies has an exciting opportunity for a Customer Service Representative – Level 2 to join the Customer Service department. Reporting to the Customer Service Manager…
Added 37 mins ago
Driver Recruiter
Transx Ltd
Rosser, MB
Full-time
…Recruitment team in Winnipeg. Reporting to Driver Recruiting Manager, and under the guidance of the Team Lead, the Driver Recruiter is responsible for sourcing, screening, qualifying, and…
Added 37 mins ago
HACCP & CTPAT/PIP Specialist
Transx Ltd
Calgary, AB · Rosser, MB
Full-time
TransX Ltd is a leader in the transportation industry, committed to excellence in safety, innovation, and customer satisfaction. We are looking for a dedicated HACCP and CTPAT/PIP…
Added 52 mins ago
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Medical Cardiology, the successful applicant will be responsible for comprehensive nursing care in the Medical Cardiology program and must meet the following…
Added 52 mins ago
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Medical Cardiology, the successful applicant will be responsible for comprehensive nursing care in the Medical Cardiology program and must meet the following…
Added 52 mins ago
Registered Practical Nurse - Day Surgery
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Operating Room, PACU and Day Surgery, the successful applicant will be responsible for comprehensive nursing care in the perioperative program and must meet the…
Added 52 mins ago
Surgical Clinical Reviewer
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Clinical Manager, Operating Room, PACU and Day Surgery, the Surgical Clinical Reviewer’s (SCR) primary responsibility is to collect and submit reliable data to the American…
Added 52 mins ago
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Operating Room, PACU and Day Surgery, the successful applicant will be responsible for comprehensive nursing care in the operating room and must meet the following…
Added 52 mins ago
Registered Practical Nurse - Day Surgery
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Operating Room, PACU and Day Surgery, the successful applicant will be responsible for comprehensive nursing care in the perioperative program and must meet the…
Added 52 mins ago
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Manager, Operating Room, PACU and Day Surgery, the successful applicant will be responsible for comprehensive nursing care in the operating room and must meet the following…

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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