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Added 13 mins ago
Banking advisor
National Bank of Canada
Kamloops, BC
Full-time
…literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal…
Added 13 mins ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 13 mins ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
Sales Account Manager - Canada
norda run
Montreal, QC
Full-time
Financial Planning: Build sales forecasts, annual revenue goals, and budgets.
Added 2 hours ago
Regional Director of Operations
Executive Group Real Estate & Hotels
Vancouver, BC
Full-time
Your mandate extends beyond financial performance. You will help us continually improve the guest experience, service culture, property presentation, operational standards, profitability…
Added 2 hours ago
General Manager/Managing Partner
AutoIQ Dealership Group
Oakville, ON
Full-time
Role Description The General Manager/Managing Partner is a full-time, on-site leadership role based at our Oakville, ON dealership, Oak-Land Ford Lincoln. This position is responsible for…
Added 3 hours ago
Associate Director of the Minnesota Rehabilitation and Reinvestment Act (State Prog Admin Manager Senior)
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Working Title: Associate Director of the Minnesota Rehabilitation and Reinvestment Act (State Prog Admin Manager Senior)
Added 3 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 hours ago
Financial Manager
Husky Technologies
Bolton, ON
Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 4 hours ago
Hospital to Home (H2H) Coordinator
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Clinical Manager Access & Flow, the BCHS Hospital to Home (H2H) Coordinator in collaboration with the patient, family/supports, physician, and members of the clinical team…
Added 7 hours ago
Front End - Manager Front End
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stoney Creek, NB
Manage the department budget and ensure the department achieves all financial targets and maximizes sales and margins, including appropriate sales forecasting, variance analysis and…
Added 9 hours ago
Banking Advisor
National Bank of Canada
Red Deer, AB
Full-time
…literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal…
Added 9 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 9 hours ago
Validation / Verification Eng, Manager - 18754
Synopsys Inc
Ottawa, ON · Nepean, ON
Full-time
…We deliver industry-leading silicon design, IP, simulation and analysis solutions, and design services. We partner closely with our customers across a wide range of industries to maximize…
Added 9 hours ago
Financial Manager
Husky Technologies
Bolton, ON
Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 13 hours ago
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 14 hours ago
Finance Transformation Manager, Enterprise Performance Management (EPM) (Bilingual FR/EN)
Pwc Canada
Calgary, AB · Montreal, QC · Ottawa, ON
Full-time
Lead or participate in organizational diagnostics on financial processes, financial consolidation, planning, budgeting, forecasting, management reporting and dashboard
Added 15 hours ago
Financial Manager
Husky Technologies
Bolton, ON
Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 15 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 15 hours ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Wood Gundy Investment Centre (WGIC) is comprised of sales and service-oriented team that manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted…
Added 15 hours ago
Associate, Private Investment Counsel
CIBC
Ottawa, ON
Full-time
You’re a certified professional. You have committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience,…
Added 15 hours ago
Marketing Journey Developer
BMO
Toronto, ON · YNG
Full-time
Knowledge and experience in financial services (preferred).
Added 15 hours ago
Investment Specialist
BMO
Edmonton, AB
Full-time
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…
Added 15 hours ago
Finance Manager- Audit & Special Reports- Full-Time
YMCA of Three Rivers
Cambridge, ON
$110,000 to $120,000 CAD / year
Full-time
We are seeking an experienced and collaborative finance leader to join our team as Manager of Finance, Audit & Special Reports. This is a key leadership role within the Finance team…
Added 16 hours ago
Hospital to Home (H2H) Coordinator
Brant Community Healthcare System
Brantford, ON
Full-time
Reporting to the Clinical Manager Access & Flow, the BCHS Hospital to Home (H2H) Coordinator in collaboration with the patient, family/supports, physician, and members of the clinical team…

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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