Find work in Canada.

325,225 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 15 mins ago
Administrative Co-Ordinator- Department of Diagnostic and Interventional Radiology
The Hospital for Sick Children
Toronto, ON
Full-time
Monitor and coordinate financial activities which include but are not limited to account openings and closures, expense reports, investigating variances, reconciliations, journal entries,…
Added 15 mins ago
Temporary Accounting/Bookkeeper
Travel Lakeland
St. Paul, AB
Contract
The successful candidate will be responsible for entering annual accounting records for three organizations and establishing the systems needed for ongoing financial administration.
Added 15 mins ago
Office Administrator
Armco
Montreal, QC
Full-time
Maintain accurate financial records and supporting documentation.
Added 15 mins ago
Operations Manager
Opal Hospitality
St. John's, NL
Full-time
Financial and analytical skills: Familiarity with budgeting, cost control, revenue metrics, and performance reporting.
Added 15 mins ago
Bilingual Associate Property Manager (ENG/FR)
BGIS
Gatineau, QC
Full-time
…effectively. You will develop, administer and submit regular financial reporting and budgets (operating and capital) within established guidelines. This role will draw on your strengths in…
Added 15 mins ago
Compensation Consultant, Associate
Marsh
Toronto, ON
Full-time
Analyze clients' strategic, financial, and organizational information to provide insights that will develop into rewards and talent solutions
Added 15 mins ago
Capital market support engineer
Capgemini
Montreal, QC
Full-time
Good knowledge of trade lifecycle, accounting/ledgering, and integration with third-party financial products such as FIS, Bloomberg, and BNY.
Added 15 mins ago
Senior Manager, Investment Analysis
Clearlight Energy
Oakville, ON
Full-time
…lead-analysts responsible for owning and developing complex financial models, and will play a critical role in commercial decision-making, providing recommendations to senior leadership and…
Added 15 mins ago
Supervisor, Fund Accounting
CIBC Mellon
Toronto, ON
Full-time
…timely and accurate manner and that all reports presenting financial information are accurate and delivered within established time-frames. Coordinates and monitors the activities of a team…
Added 15 mins ago
Full Stack Developer (Java/JavaScript)-Canada
Saransh Inc
Montreal, QC
Contract
…join the Risk and Information Management team supporting Non-Financial Risk Management applications. The ideal candidate will have strong expertise in designing, developing, and maintaining…
Added 15 mins ago
Corporate Accountant
Firm Capital Organization
Toronto, ON
Full-time
Role Description The Corporate Accountant is a full-time, on-site role based in Toronto, ON. This position is responsible for day-to-day corporate accounting activities, including preparing…
Added 15 mins ago
Fund Accountant, Fund Accounting
CIBC Mellon
Toronto, ON
Contract
The Fund Accountant, Fund Accounting performs all necessary accounting functions on a daily basis to arrive at a correct net asset value for assigned mutual funds and provide additional…
Added 15 mins ago
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 15 mins ago
Corporate Tax Partner
DSW ABL Advisory
Burlington, ON
Full-time
Added 15 mins ago
Senior Data Scientist, Financial Services
Clutch Technologies Inc.
Toronto, ON
…scientists rely on every day, including for our fast-growing financial services…
Added 15 mins ago
Security Engineer
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 15 mins ago
Director, Capital Markets & Investor Relations
AW Capital
Tsuu T'Ina Nation 145, AB · Calgary, Alberta
Full-time
…professional with strong business development experience in the financial services industry to help lead the next stage of…
Added 31 mins ago
Assurance Supervisor - Private Client Services
RSM US LLP
Red Deer, AB · Calgary, AB
Full-time
Lead the team through the entire process, preparing all necessary financial statements and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and…
Added 31 mins ago
Training Manager - Calgary
Neilson Financial Services
Calgary, AB
Full-time
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
Added 31 mins ago
Business Systems Analysis Specialist
TD
Toronto, ON
Full-time
Added 31 mins ago
Senior Manager - ETAM - Technology Standards and Product Catalogue
TD
Toronto, ON
Full-time
Financial services experience with OSFI, internal audit or second line of defense
Added 31 mins ago
Actuarial Analyst II
TD
Toronto, ON · Montreal, QC
Full-time
Communicate and explain financial and analytical concepts to a non-technical and frontline audience.
Added 31 mins ago
Senior Manager, Enterprise Data Quality Management
TD
Toronto, ON
Full-time
Added 31 mins ago
Inventory Lead
Johnson & Johnson Innovative Medicine
Markham, ON
Full-time
Strong Financial Competence and strong understanding of impact of Supply Chain in the overall profitability of the organization.
Added 31 mins ago
Functional Lead, Portfolio Management
TC Energy
Calgary, AB
Full-time
…stakeholders, including Safety & Technical Services teams, Projects, Financial Planning, Operations, and Business Unit teams, to drive alignment and informed…

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job