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Added 9 mins ago
Director, HR Employee Service Centre
Extendicare
Markham, ON · Extendicare (Canada) Inc.
Full-time
…frameworks that drive consistent, high-quality employee and manager experiences. This role owns the performance of the ESC , monitoring analyst productivity, response quality, and…
Added 9 mins ago
Finance Transformation Manager, Enterprise Performance Management (EPM) (Bilingual FR/EN)
Pwc Canada
Calgary, AB · Montreal, QC · Ottawa, ON
Full-time
As a Finance Transformation Manager, Enterprise Performance Management, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 38 mins ago
Store Manager- Heartland Town Centre
GEOX
Mississauga, ON
Full-time
We are seeking an enthusiastic and experienced Store Manager to oversee all aspects of our store operations. As a Store Manager, you will play a key role in driving sales, ensuring…
Added 54 mins ago
ESG-Intern
Husky Technologies
Bolton, ON
Part-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 54 mins ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 54 mins ago
Investment Specialist
BMO
Edmonton, AB
Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 54 mins ago
Financial Planner
BMO
Burlington, ON
Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 1 hour 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…
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ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
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Keep growing your career with continuing education support and opportunities for learning & development.
Added 1 hour ago
Early Childhood Educator | Casual - #2166
Developmental Disabilities Association
Vancouver, BC
$28.46 to $31.57 CAD / hour
Developmental Disabilities Association is seeking an on-call Early Childhood Educator to join our Early Learning programs. We value ongoing professional growth, offer on-the-job training,…
Added 1 hour ago
Software Development Manager
EBlock Inc.
Canada
$160,000 to $180,000 CAD / year
Full-time
We are looking for a hands-on Software Development Manager to lead one of our engineering teams within EDealer, reporting to the Sr. Director of Product and Engineering. This is a role for…
Added 1 hour ago
Finance Manager- Audit & Special Reports- Full-Time
YMCA of Three Rivers
Cambridge, ON
$110,000 to $120,000 CAD / year
Full-time
Cambridge – Manager of Finance, Audit & Special Reports
Added 1 hour ago
HACCP & CTPAT/PIP Specialist
Transx Ltd
Calgary, AB · Rosser, MB
Full-time
Work with the Health and Safety Manager, the Health and Safety Specialist, and the Health and Safety Committees on maintaining and improving an effective OHSMS.
Added 1 hour ago
Registered Practical Nurse - Critical Care
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Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 1 hour ago
Geriatric Emergency Management (GEM) Registered Nurse
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Brantford, ON
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Reporting to the Clinical Manager of Geriatrics, your goal in this position is to be responsible for providing expert clinical assessment and for making recommendations regarding the health…
Added 1 hour ago
Plant Manager
WGI Group
Saint-Clet, QC
Full-time
Reporting to the Branch Manager, the Plant Manager provides daily supervision and training of plant teams members in the areas of: production, maintenance, health & safety, quality control,…
Added 1 hour ago
Supervisor - Night shift
WGI Group
Saint-Clet, QC
Full-time
Reporting to the Production Manager, the Shift Supervisor oversees and participates in the day-to-day operations of the facility. This role supervises, supports and trains plant team…
Added 1 hour ago
Supervisor - Evening shift
WGI Group
Saint-Clet, QC
Full-time
Reporting to the Production Manager, the Shift Supervisor oversees and participates in the day-to-day operations of the facility. This role supervises, supports and trains plant team…
Added 1 hour ago
Branch Manager
WGI Group
ON
$90,000 to $125,000 CAD / year
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Armtec Inc. is seeking an experienced and results-driven Branch Manager to lead our Guelph, Ontario facility.
Added 1 hour ago
Millwright - Maintenance
WGI Group
Tillsonburg, ON
$38 to $40 CAD / hour
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Continuous learning and development opportunities
Added 1 hour ago
Manager, Customer Analytics
BMO
Toronto, ON · BMOPLACE
Full-time
Provides expertise in the design, development, management and implementation of assigned strategic initiatives from business case development through to execution. Develops business goals…
Added 1 hour ago
Project Manager - PL#60915
Peter Lucas Project Management Inc.
Vancouver, BC
Full-time
At Peter Lucas we offer a variety of work, professional development, and learning opportunities that come from working on diverse projects in the mining, energy, and heavy industrial…
Added 1 hour ago
Project Manager - PL#60915
Peter Lucas Project Management Inc.
Smithers, BC
Full-time
At Peter Lucas we offer a variety of work, professional development, and learning opportunities that come from working on diverse projects in the mining, energy, and heavy industrial…
Added 2 hours ago
LTO - Senior Math, Religion (1.00 FTE)
Halton Catholic District School Board
Milton, ON
Full-time
The Halton Catholic District School Board (HCDSB), in partnership with home and Church, is an inclusive and equitable learning community dedicated to providing excellence in Catholic…
Added 2 hours ago
Project Manager - PL#60915
Peter Lucas
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Full-time
At Peter Lucas we offer a variety of work, professional development, and learning opportunities that come from working on diverse projects in the mining, energy, and heavy industrial…

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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