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Added 3 hours ago
Estimator
Nova Drywall Ltd. (Canada)
Vancouver, BC · Greater Vancouver Metropolitan Area
Full-time
…and related interior construction solutions for residential, commercial, and multi-unit projects. Nova Drywall Ltd. works closely with general contractors, developers, and property owners…
Added 3 hours ago
Investment Specialist
BMO
Edmonton, AB
Full-time
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Added 3 hours ago
Financial Planner
BMO
Burlington, ON
Full-time
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
Associate, Commercial Real Estate
Coast Capital Savings
Victoria, BC
…share, engaging with many of the top real estate developers, commercial property investors, and industry professionals active on Vancouver Island. This role has a proven track record of…
Added 10 hours ago
Associate Insurance Agent
Co-operators
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
…under management, the organization provides solutions through property and casualty insurance, life insurance, wealth management, institutional asset management, and brokerage…
Added 13 hours ago
Property Accountant
Bertone
Montreal, QC
Full-time
We are seeking a detail-oriented and results-driven Property Accountant to join our finance team. The ideal candidate will be responsible for managing day-to-day accounting functions,…
Added 15 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 16 hours ago
Mid-Market Account Manager
JobsMedia.io
Montreal, QC
Full-time
Technical Skills: AMF certification for commercial insurance, knowledge of property insurance policies. Civil liability and cyber insurance are strong assets.
Added 16 hours ago
Senior Commercial Underwriter
JobsMedia.io
Toronto, ON · Scarborough, ON
Full-time
✔️ Strong understanding of commercial property and casualty insurance
Added 16 hours ago
Commercial Lines Insurance Producer ($150,000+ Commission Potential)
JobsMedia.io
Toronto, ON
Full-time
We are currently recruiting for a Commercial Line Insurance Producer for a brokerage in the GTA, ON area.
Added 16 hours ago
Bilingual Equipment Finance Associate - RCAP Leasing
RBC
Burlington, ON
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 20 hours ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
Toronto, ON · FCP
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.…
Added 20 hours ago
Director, Wealth Growth & Analytics
BMO
Toronto, ON · FCP
Full-time
Partner with senior business leaders to influence strategic and commercial decisions through data-driven insights and recommendations.
Added 20 hours ago
Financial Planner
BMO
Brampton, ON
Full-time
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Added 21 hours ago
Tax Analyst
Canadian Energy Insight Inc.
Calgary, AB
Full-time
…(CEE), Canadian development expense (CDE), Canadian oil and gas property expense (COGPE), undepreciated capital cost (UCC), and other resource-related tax…
Added 21 hours ago
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
Full-time
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 22 hours ago
Finance Co-op
Veolia | North America
Oakville, ON
Full-time
…Respect. You'll have opportunities for comprehensive technical and commercial training, career advancement, and the chance to make a meaningful impact on sustainability and environmental…
Added 23 hours ago
Commercial Property Accountant
Kipling Group
Toronto, ON
Full-time
Job Description: Kipling is currently looking for a Commercial Property Accountant to handle a real estate portfolio based in Toronto.
Added 23 hours ago
Senior Property Accountant
CBRE
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 1 day 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 1 day ago
Assoc Insurance Advisor II
Co-operators
Moncton, NB
Full-time
Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
Added 1 day 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 1 day ago
Service Desk Analyst
Northbridge Financial Corporation
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…
Added 1 day ago
Private Banking Associate, Private Wealth
BMO
Montreal, QC · IBMM
Full-time
Understands the unique needs related to commercial entities and UHNW clients within the private banking space.
Added 1 day ago
Strategic Sourcing Manager
BMO
Toronto, ON · YNG
Full-time
…stakeholders evaluate sourcing alternatives, supplier capabilities, commercial models, market conditions, and contract structures. The Sourcing Manager leads competitive sourcing events,…

BMO

Financial Planner

Burlington, 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:

1841 Walkers Line

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 personalized investment and financial advice to help customers achieve their goals while proactively identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, 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
Customer service
Needs-based assessment
Portfolio management
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Regulatory compliance
Strategic planning

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 Framework
Sales Targets
Customer Experience
Financial Industry
Regulatory Compliance
Outbound Calling
Branch Referrals
Strategic Advice
Portfolio Management

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