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Added 25 mins ago
Junior Construction after-disaster Project Manager
Paul Davis Restoration of the National Capital Region, VA
Amherst, QC · Saint-Rémi-d’Amherst, QC
Full-time
We’re looking for a Junior Restoration Project Manager who’s ready to build a career in restoration. You’ll support projects from start to finish while developing the technical,…
Added 25 mins ago
Sport & Exercise Medicine Physician
Changepain Medical & Allied Health Clinic
Burnaby, BC
Contract
Version / review cycle: v1.0 - reviewed annually by Medical Director & Operations Manager
Added 25 mins ago
Senior Construction after-disaster Project Manager
Paul Davis Restoration of the National Capital Region, VA
Amherst, QC · Saint-Rémi-d’Amherst, QC
Full-time
We’re looking for a Senior Restoration Project Manager who can confidently own high-volume, high-complexity projects from start to finish. You’ll be the primary decision-maker on files,…
Added 25 mins ago
Project Manager-Construction
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
Full-time
Are you a highly skilled and experienced Project Manager who thrives on coordinating operations and developing great teams? Do you enjoy making a meaningful impact while supporting others…
Added 25 mins ago
Human Resources Consultant
Protak Consulting Group Inc.
Ottawa, ON
Full-time
Provide support to HR Manager in updating policies, directives, guides and tools related to the corporate staffing program
Added 25 mins ago
Manager, Collections
Rogers Bank
Sherwood Park, AB
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 54 mins ago
Project Manager, Digital Transformation and User Experience
Eurovia Québec
Brossard, QC
Full-time
…Canada is seeking a professional who can act as a bridge between business teams, IT teams, internal communications, and frontline users. The role focuses on driving and facilitating the…
Added 54 mins ago
CRM and Digital Marketing Specialist
Kia Canada
Mississauga, ON
Full-time
The role reports into the CRM & Digital Marketing Manager and operates on a national level, in a demanding environment within a leading edge but lean and busy team. The successful candidate…
Added 1 hour ago
Manager, Collections
Rogers Bank
PE · Bloomfield Station, PE
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 1 hour ago
Manager, Collections
Rogers Bank
Charlottetown, PE
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 1 hour ago
Manager, Collections
Rogers Bank
Kincardine, ON
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 1 hour ago
Manager, Collections
Rogers Bank
Dartmouth, NS
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 1 hour ago
Front Desk Supervisor
Banff Caribou Properties
Banff, AB
Reporting to the Front Office Manager, the Front Desk Supervisor is responsible for ensuring that all Front Desk procedures are followed and all necessary tasks are completed accurately. If…
Added 1 hour ago
General Manager, Sudden Sally
Banff Caribou Properties
Banff, AB
…experiences. We are looking for an experienced and passionate General Manager to lead our operation, inspire our team, and drive business…
Added 1 hour ago
MANAGER
Boutique La Vie En Rose
Terrebonne, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 1 hour ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Terrebonne, QC
Being part of a family-owned business committed to the community;
Added 1 hour ago
Proposal Manager
AtkinsRéalis
Toronto, ON
$100,200 to $137,700 CAD / year
Full-time
As Proposal Manager, you will work across diverse markets - including transportation, infrastructure, defense, and operations & maintenance - partnering with technical leaders, business…
Added 1 hour ago
Asset Integrity Manager
Shell
Scotford, AB
Full-time
The Asset Integrity Manager is responsible for overseeing and ensuring the effectiveness of the Pressure Equipment Integrity Management system to minimize process safety and reliability…
Added 1 hour ago
Rotating Equipment Manager
Shell
Scotford, AB
Full-time
In partnership with the Competitive scoping team manager, support development of competitive and effective rotating equipment scope for Turnaround events.
Added 1 hour ago
Sales Manager
Michaels Stores
Kamloops, BC
Part-time
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements.
Added 2 hours ago
Part time sales lead Famous Footwear CAN
Caleres
Oshawa, ON
Part-time
Essential Functions: Other responsibilities may be performed as needed to ensure the needs of the business are met.
Added 2 hours ago
Assistant Store Manager
JD Sports / Livestock / Size?
Burlington, ON
Our Retail team is looking for an Assistant Store Manager at our Mapleview Centre location. Come join our quickly growing and developing team at JD Sports Canada. Main responsibilities…
Added 2 hours ago
District Sales Manager - Door-To-Door (Telecom)
Acosta
Vaughan, ON
Full-time
We’re looking for passionate, outgoing individuals to join our Bell Canada neighbourhood marketing team as a Bell District Manager.
Added 2 hours ago
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
Full-time
Specific offers within the listed pay ranges are determined by a variety of factors such as experience, education, skills, certifications and business needs.
Added 2 hours ago
Merchandise Manager
Michaels Stores
Calgary, AB
Full-time
Store - CAL-EAST HILLS, ABThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards. This…

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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