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Added 27 mins ago
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
Full-time
Compliment prospecting and selling efforts through field work such as building walks, lobby events, property management relationships, and customer face to face meetings
Added 57 mins ago
Operations Associate
Merit for Apprenticeship
ON · Ontario, Canada
Full-time
You report directly to our Operations Manager and work alongside our field crews, technical designer and office team. Our Operations Manager owns the schedule, project management and…
Added 1 hour ago
Cage Manager (Cashier Services) / Gestionnaire de Cage (services de caissier)
Playground
Kahnawake 14 Réserve Indienne, QC
$65,000 to $75,000 CAD / year
Full-time
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Added 1 hour ago
Key Accounts Manager, Grocery
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Full-time
Partner with the Ontario Sales Manager to create field sales targets and execution priorities.
Added 1 hour ago
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Montreal, QC
Full-time
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Senior Finance Coordinator
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Senior Finance Officer Budget and Reporting
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Collaboration and knowledge sharing across departments and field locations.
Added 1 hour ago
MEAL Officer -National
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Manager, Collections
Rogers Bank
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Full-time
Bachelor's degree in Business, Finance, Economics, Analytics, or a related field, or equivalent experience.
Added 1 hour ago
Personal Banker - Yarmouth
TD
Yarmouth Indian Reserve No. 33, NS
Full-time
Post-Secondary or Undergraduate degree in related field is an asset
Added 1 hour ago
Associate Relationship Manager, Business Banking (Toronto/ GTA)
CIBC
Vaughan, ON
Full-time
You’ll report into the Senior Manager & Team Lead, Business Banking and will work closely with a Relationship Manager, Business Banking to support client origination, relationship and…
Added 1 hour ago
Associate Director, Strategic Initiatives, Wealth Planning
BMO
Toronto, ON · FCP
Full-time
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Added 1 hour ago
Financial Planner
BMO
Brampton, ON
Full-time
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.
Added 1 hour ago
Client Service Manager-Moncton Office
IGT, a Nevada Corporation
Moncton, NB
Bachelor's degree in Business, Information Technology, Computer Science, or a related field.
Added 1 hour ago
Communications Advisor - Ontario
EBC Inc.
Mississauga, ON
…external communication strategies. Reporting to the Communications Manager, this person will be instrumental in promoting EBC’s mission, vision, values, and achievements across various…
Added 1 hour ago
Project Manager, Transformation
Manulife
Toronto, ON · Waterloo, ON
Full-time
We're looking for a highly motivated Project Manager, Transformation to help drive strategic initiatives across Canada Operations. In this role, you will lead complex, cross-functional…
Added 1 hour ago
Senior Quality Assurance Engineer
e-STORAGE
Kitchener, ON
Full-time
Bachelor’s degree in computer science, or related field. Advanced degree or equivalent experience preferred.
Added 1 hour ago
Manager, Collections
Rogers Bank
Port Perry, ON
Full-time
Bachelor's degree in Business, Finance, Economics, Analytics, or a related field, or equivalent experience.
Added 1 hour ago
Sales Manager
DMC Recruitment Group
Vancouver, BC
Full-time
This is a newly created Sales Manager opportunity with an established building products distributor in Orange County. You’ll inherit a strong group of Repos, a solid customer base, and the…
Added 2 hours ago
Senior Fiber Optic Technician
Meta Communications LLC
Field, BC
Full-time
Clear advancement paths from technician to senior engineer to project manager. We promote from within and provide mentorship programs to help you achieve your career goals.
Added 2 hours ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 2 hours ago
Senior Data Analyst
National Bank of Canada
Montreal, QC
Full-time
…of the FinCrim Data Warehouse team and report to the Senior Manager – it Delivery – Data and Analytics. Our team stands out for its expertise in data engineering, its culture of…
Added 2 hours ago
Advisor
Covenant Health Canada
AB · Edmonton, AB
Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health and Covenant Care. Working closely…
Added 2 hours ago
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
Full-time
A career as a Manager, Financing Solutions - Real Estate in the Commercial Banking team means working closely with Real Estate Account Managers and several internal and external partners as…
Added 2 hours ago
Field Service Technician
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Victoria, BC
Full-time
Field Service Technician / Senior Field Representative, Technology Services – Victoria

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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