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Added 1 hour ago
Customer Service Associate I
Dollar Tree Stores
Thunder Bay, ON
Part-time
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company…
Added 1 hour ago
Customer Service Associate I
Dollar Tree Stores
Grand Bend, ON
Part-time
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company…
Added 2 hours ago
Front Counter Sales Representative
Jobbe
NS · Nova Scotia, Canada
Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 2 hours ago
Director, Maintenance & Facilities
Groupe Dynamite
Mont-Royal, QC
Full-time
Our mission of "Empowering YOU to be YOU, one outfit at a time" is brought to life through the GARAGE and DYNAMITE banners and represents the consumer-centric core of GDI's long-standing…
Added 3 hours ago
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Burnaby, BC
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 3 hours ago
2026 Seasonal Customer Experience Representative
Indigo
Burnaby, BC
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 4 hours ago
National Account Executive I - Large Store
CONA Services
Toronto, ON
As the National Account Executive, you will be responsible for the development of direct sales strategies aimed at achieving and/or exceeding the predetermined sales objectives to support…
Added 4 hours ago
National Account Executive I - Large Store
CONA Services
Toronto, ON
As the National Account Executive, you will be responsible for the development of direct sales strategies aimed at achieving and/or exceeding the predetermined sales objectives to support…
Added 5 hours ago
Regional Sales Manager, Central
Eaton Corporation
Toronto, ON
Full-time
Time and Territory Management skills; allowing you to increase contract closure rates while meeting sales and profitability goals
Added 6 hours ago
Responsable du développement commercial/Business Development Manager
Transcat
Montreal, QC
Full-time
…over 1,000 employees - in technical, consulting, operational, sales, finance, and corporate roles - we have stood the test of time by delivering on our Trust in Every Measure promise to our…
Added 6 hours ago
Sales Intern - Vancouver, BC
Victaulic
Vancouver, BC · Greater Vancouver Metropolitan Area
Full-time
…and reduced risks, ensuring projects are completed safely, on time, and within budget. With over 6,000 employees spanning 50+ locations worldwide, our teams are dedicated to delivering…
Added 6 hours ago
Talent Acquisition Business Partner- 12 Month Contract
Coca-Cola Canada Bottling Limited
Brampton, ON
Contract
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 7 hours ago
Replenisher
SRS Distribution Inc.
Tofino, BC
Full-time
The Replenisher is responsible for restocking merchandise on the sales floor, from rotating stock to merchandising new products as they arrive. The shifts are Monday - Friday and the wage…
Added 7 hours ago
Customer Service Representative
Water Treatment Equipment Co
ON · Simcoe, ON
Full-time
Book walk-in and phone sales leads with Sales Team
Added 8 hours ago
VP, International Sales
Toast
Canada
Design and implement onboarding programs for new sales hires across all regions, with clear ramp-time and productivity benchmarks
Added 8 hours ago
Sales Consultant - Luxury Fine Art
DeMontfort Fine Art
Mayfair, SK
Full-time
Mayfair | Full-time or Part-time | OTE £40,000+ | Uncapped Commission
Added 8 hours ago
Senior Process Engineer - Industrial Water/Wastewater
Black & Veatch
Markham, ON
Full-time
As a senior process engineer, you will be part of a team that provides strategic direction on the process design for industrial water treatment around the world for industrial clients.…
Added 9 hours ago
Security Engineer (17-Month Contract)
Varicent
Toronto, ON
At Varicent, we’re not just transforming the Sales Performance Management (SPM) market - we’re redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower…
Added 9 hours ago
Senior Process Engineer - Industrial Water/Wastewater
Black & Veatch Family of Companies
Markham, ON
As a senior process engineer, you will be part of a team that provides strategic direction on the process design for industrial water treatment around the world for industrial clients.…
Added 9 hours ago
Security Engineer (17-Month Contract)
Varicent
Toronto, ON
Contract
At Varicent, We’re Not Just Transforming The Sales Performance Management (SPM) Market - we’re Redefining How Organizations Achieve Revenue Success. Our Cutting-edge SaaS Solutions Empower…
Added 9 hours ago
LUVO Brand Manager - Mat Leave Contract (12 Months)
Clarion Medical Technologies
Cambridge, ON
Full-time
Clarion Medical Technologies, a part of Richards Group, specializes in surgical, vision and aesthetic healthcare medical devices. Some of these products include laser technologies,…
Added 9 hours ago
Senior Supplier Relationship Manager
BMO
Toronto, ON
Full-time
…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…
Added 10 hours ago
Estimating and Procurement Manager
The Taggart Group of Companies
Ottawa, ON
Full-time
The Estimating and Procurement Manager leads the estimating, costing, tendering, purchasing, procurement and contract-administration functions for Tartan Homes. The role provides oversight…
Added 10 hours ago
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Burlington, ON
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 10 hours ago
[C] Salesforce Engineer / Developer
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON
Part-time
As part of Digital Labs, the Customer Data and Relationship Platforms team focuses on applying that approach by combining technology and data to improve the interactions that we have with…

BMO

Financial Planner

Mississauga, ON, Canada

Job type: Full-time
Apply by: Oct 14, 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 29, 2026

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Original job description

Application Deadline:

10/13/2026

Address:

100 City Centre Dr, Unit 1-111

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.

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:

Pay Type:

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 investment planning and advice to help customers achieve their financial goals while identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and ethical requirements.

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 planning
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Financial advisory
Portfolio management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Financial Advisory
Regulatory Compliance
Client Acquisition
Outbound Calling
Branch Referrals
Investment Strategies
Banking Products
Stakeholder Management
Data Analysis
Financial Industry

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