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Added 1 min ago
corporate sales manager
North America Electrical Energy Equipments Co., Ltd.
Bolton, ON
Full-time
Lead sales team in building relationships with business clients and manage negotiations of sales contracts
Added 1 min ago
Lead Supervisor I
Coach
Ottawa, ON
Full-time
1+ years of equivalent experience in Managing Competitive Retail Space at the Lead Supervisor level
Added 1 min ago
(CAN) Customer Service Manager
Walmart Canada
Kindersley, SK
$15 CAD / hour
Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 1 min ago
(CAN) Customer Service Manager
Walmart Canada
Whitehorse, YT
$15 CAD / hour
Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 1 min ago
Front End Checkout Team Associate
Walmart Canada
Campbell River, BC
Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 min ago
Front End Checkout Team Associate
Walmart Canada
Campbell River, BC
Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 min ago
(CAN) Gérant du service à la clientèle
Walmart Canada
Lachute, QC
Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 1 min ago
(CAN) Directeur adjoint des marchandises générales
Walmart Canada
Saint-Constant, QC · St Constant, QC
Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 1 min ago
Business Analyst
Altis
Vancouver, BC · Greater Vancouver, BC
$65 to $75 CAD / hour
Contract
Are you passionate about improving the employee experience through better processes and technology? We are partnering with a globally recognized retail organization to find a Business…
Added 1 min ago
Manager, Contact Center - QA & Operations Excellence
Walmart Canada
Mississauga, ON
Full-time
…the business to deliver measurable improvements in customer experience, associate performance and…
Added 1 min ago
Pharmacy Manager
Walmart Canada
Guelph, ON
Contract
Lead the Pharmacy and OTC teams including participation in the recruitment and interviewing of candidates, train all associates on OBWs/SOPs and Walmart workflow and ensures their…
Added 1 min ago
Senior Manager, Contact Center - Escalations
Walmart Canada
Mississauga, ON
Full-time
…eliminate recurring issues and improve the overall customer…
Added 1 min ago
(CAN) Customer Service Manager
Walmart Canada
Brampton, ON
$15 CAD / hour
Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 1 min ago
Operations Manager
Jim Pattison Developments Ltd.
Penticton, BC
$80,000 to $85,000 CAD / year
Full-time
The ideal candidate brings experience in operations, maintenance or facilities management, with shopping centre or retail operations experience preferred. You have a strong understanding of…
Added 1 min ago
(CAN) Front End Checkout Team Associate
Walmart Canada
Hamilton, ON
Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 min ago
Customer Service Manager
Walmart Canada
Okotoks, AB
$15 CAD / hour
Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 1 min ago
(CAN) Customer Service Manager
Walmart Canada
Airdrie, AB
$15 CAD / hour
Contract
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 2 mins ago
VP, IT Operations
Pet Valu
Markham, ON
Full-time
…cybersecurity and governance, infrastructure and platform operations, retail technology operations, service management, service desk, store technology readiness, database operations,…
Added 2 mins ago
icebreaker: Seasonal Sales Associate - Kitsilano
icebreaker
Vancouver, BC
$19.25 to $20.79 CAD / hour
Part-time
Previous retail or service-oriented experience preferred
Added 2 mins ago
Assistant Manager - Yonge & Bonshaw, Newmarket, ON
Scotiabank
Newmarket, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 2 mins ago
Assistant Manager
Cineplex
Red Deer, AB · GLX Red Deer
Part-time
Cineplex’s Part-Time Assistant Managers are an integral part of the team who provide an exceptional experience to each and every guest. Our PT Assistant Managers are passionate about movies…
Added 2 mins ago
Front Counter Sales Representative
Kal Tire
AB · Fort McKay, AB
Full-time
Work closely with the shop team to ensure a smooth customer experience
Added 2 mins ago
Mortgage Specialist
BMO
Surrey, BC
Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 17 mins ago
Assistant Department Manager, Pharmacy
London Drugs Limited
Burnaby, BC
$55.08 CAD / hour
Other
At London Drugs, you’ll experience all three. As one of Canada’s fastest-growing and most respected retail pharmacy chains, we’re committed to building meaningful careers for…
Added 17 mins ago
Retail Shift Leader
Canna Cabana
Calgary, AB · Canyon Meadows, Calgary, AB
Full-time
Minimum of 2 years work experience in the retail industry required - Cannabis industry preferred

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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