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Added 1 min ago
Senior Financial Analyst
Clarity Recruitment
Markham, ON
$50 to $55 CAD / hour
Contract
…for a high-visibility planning cycle, reporting to the Sr. Manager, FP&A. In this role, you’ll own a designated product portfolio through the delivery of the 2027 budget and five-year…
Added 1 min ago
Logistics Coordinator
March Networks
Ottawa, ON
Full-time
…receiving, customs and carrier work to get shipments delivered on time, compliantly and at a reasonable cost, and works closely with carriers, freight forwarders, customs brokers, 3PLs and…
Added 1 min ago
Sales Manager
Luce Health Partners
Brampton, ON
Full-time
We are looking for a Sales Manager to drive our growth across the GTA. This is a hands-on role combining business development with marketing: your first priority is winning staffing…
Added 3 mins ago
Retail Assistant Store Manager
Mister Safety Shoes
Windsor, ON
Full-time
A Retail Assistant Store Manager at Mister Safety Shoes holds an important role in the seamless operation of our stores. You will be supporting the Retail Store Manager in driving sales and…
Added 3 mins ago
QC - SALES LEAD - FULL TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Full-time
Reporting to the Store Manager, the Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates, and making…
Added 31 mins ago
Part-Time Manager
Claire's
St. John's, NL
$16 to $17 USD / hour
Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 31 mins ago
Accounting Manager
eStaffing Inc.
Vancouver, BC
Full-time
The Practice Manager oversees delivery for 30–50 small bookkeeping clients, ensuring smooth, accurate F&A operations and a strong customer experience. You’ll handle client communication,…
Added 32 mins ago
Aerie - Selling Team Leader (Assistant Manager)
American Eagle Outfitters
Ottawa, ON
Full-time
As the full-time Selling Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the business strategy and leading the daily operations of the store. Your…
Added 32 mins ago
Manager, Supply Chain
Howmet Aerospace
Laval, QC
Full-time
Reporting to the Plant Manager, the Supply Chain Manager is responsible for the overall management and performance of the supply chain function at RTI Claro. The position oversees the…
Added 32 mins ago
Dealer Services Representative - Temporary Full-Time (12 months)
Co-operators
Mississauga, ON
Full-time
Employment Type: Temporary Full-Time (12 months)
Added 47 mins ago
Financial Service Representative - LendDirect Office 1695
LendDirect
Toronto, ON
Full-time
…provincial average. The actual base hourly offered for this full-time position will be determined by various factors, including, but not limited to, location, skills, knowledge,…
Added 47 mins ago
Business Intelligence Analyst / Analyste en intelligence d’affai
Sekure Payment Experts
Montreal, QC
Full-time
As a Business Intelligence Analyst, you will report to the VP of Sales & Marketing, with a dotted line to the Sales Operations Director and Marketing Director, and be responsible for…
Added 47 mins ago
Enterprise Customer Success Manager
Spellbook
Remote, Canada
$123,000 to $145,000 CAD / year
Full-time · Remote
We're looking for an experienced and highly organized Enterprise Customer Success Manager (CSM) to support our largest and most complex customers. This role is ideal for someone who thrives…
Added 47 mins ago
Social Media Coordinator
Culligan of Canada
Brantford, ON
Full-time
…executing digital marketing initiatives, social media strategy, and sales enablement efforts across the organization. The Marketing Administrator plays a key role in enhancing Culligan’s…
Added 47 mins ago
Retail Shift Leader
Canna Cabana
AB · Airdrie Main, AB
Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at…
Added 47 mins ago
Financial Service Representative - LendDirect Office 1695
Attain Finance
Toronto, ON
Full-time
…provincial average. The actual base hourly offered for this full-time position will be determined by various factors, including, but not limited to, location, skills, knowledge,…
Added 47 mins ago
Divisional Sales Manager
REXEL
Mississauga, ON
$100,000 to $140,000 CAD / year
Full-time
We are currently seeking a Divisional Sales Manager to become an integral part of our Mississauga location.
Added 1 hour ago
Bilingual Head of Business Development, English Canada
MPI San Diego Chapter (MPISD)
Toronto, ON
Full-time
Toronto | Permanent, full-time | Reporting directly to the CEO | Start date: as soon as possible
Added 1 hour ago
Project Manager (PMP) – Commercial Furniture Projects
Icon Office Environments
Brantford, ON
Full-time
We're growing and we're looking for a certified Project Manager to help ensure every project is delivered on time, on budget and without surprises.
Added 1 hour ago
Senior Store Manager
Danier
Saskatoon, SK
Full-time
Are you an inspiring sales leader with a love of fashion?
Added 1 hour ago
Merchandise Processing Team Member - Whitby (Full Time)
Talize Inc / Recycling Rewards
Whitby, ON
Full-time
…environment and enjoys staying active. You communicate well, keep the sales floor clean and organized, and deliver friendly, helpful customer service. If you bring a positive attitude,…
Added 1 hour ago
Retail Floor Team Member - Windsor (Part-Time)
Talize Inc / Recycling Rewards
Windsor, ON
Part-time
The Role - Create great experiences, one customer at a time
Added 1 hour ago
Merchandise Processing Team Member - Windsor (Full Time)
Talize Inc / Recycling Rewards
Windsor, ON
Full-time
…environment and enjoys staying active. You communicate well, keep the sales floor clean and organized, and deliver friendly, helpful customer service. If you bring a positive attitude,…
Added 1 hour ago
Outside Sales Representative
Sinclair Supply
Regina, SK
Full-time
In conjunction with the Corporate Sales Manager, develop, evaluate and execute an annual sales plan for existing accounts and identify new growth opportunities for the territory.
Added 1 hour ago
Assistant Manager, Business Development
Durham College
Oshawa, ON
more than 11,000 full-time post-secondary and nearly

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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