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Added 2 hours ago
Senior Enterprise Customer Success Manager
AfterShip
Toronto, ON
…of the organization. As a Senior Enterprise Customer Success Manager, you'll own a portfolio of some of AfterShip's most strategic and commercially important accounts, including some of the…
Added 4 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 16 hours ago
Senior Key Account Operation Executive
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Full-time
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Added 18 hours ago
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Added 21 hours ago
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Added 21 hours ago
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BMO
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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 21 hours ago
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Added 21 hours ago
Financial Planner
BMO
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Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Added 23 hours ago
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Added 1 day ago
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Added 1 day ago
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Mississauga, ON · Ottawa, ON · Montreal, QC
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Added 1 day ago
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Added 1 day ago
Manager, Commercial Marketing, Real Sports Apparel
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
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Added 1 day ago
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Added 1 day ago
Relationship Manager, Business Markets
RBC
Winnipeg, MB
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Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of RBC
Added 1 day ago
Relationship Manager, Business Markets Intern
RBC
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Added 1 day ago
Manager, Liquidity Risk Measurement
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Added 1 day ago
Marketing CRM Automation Specialist
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Added 1 day ago
Paid Digital Performance Manager
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$75,500 to $110,000 CAD / year
As the Paid Digital Performance Manager, you will lead data-driven paid media strategies that support business goals, grow online demand, drive store traffic, and improve marketing…
Added 1 day ago
Strategic Procurement Advisor - Information Technology, Data and Digital
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Added 1 day ago
Volumetric Accounting Analyst
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Added 1 day ago
Trade Marketing Manager
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Added 1 day ago
Private Banking Associate, Private Wealth
BMO
Montreal, QC · IBMM
Full-time
Liaises with external advisors of clients on behalf of the banker / relationship manager.
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,…
Added 1 day ago
Private Banking Officer
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Full-time
Analyzes data and information to provide insights and recommendations.

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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