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Added 2 mins ago
V
Rehabilitation Assistant
VitalHires
Victoria, BC
- Temporary
Close Date Location Royal Jubilee Hospital (RJH) - Victoria, BC V8R 1J8 CA (Primary) Work Area (FBA Only) Multi-Site No Travel Requirement No travel required Shift Start Time/End Time 0…
Added 17 mins ago
E
store manager - retail
Esso
Ardrossan, AB
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 17 mins ago
O
Treatment Counsellors – OP-26-159
Ongwanada
Kingston, ON
- Internship
Location: Various Kingston and Gananoque Community Settings
Added 32 mins ago
WM
Quality Manager - Manufacturing
Weir Minerals
Surrey, BC
- Full-time
Quality Manager - Manufacturing / Rubber Products
Added 32 mins ago
P
Territory Sales Manager
PPG
Delta, BC
- Full-time
As a Territory Sales Manager, you will be responsible for developing profitable new business within the Automotive Refinish Collision segment for PPG. you will play a critical role in…
Added 32 mins ago
P
Sales Manager (Western Canada)
PPG
Mississauga, ON
- Full-time
The Sales Manager drives sales growth, profitability, and team development within their designated region (Western Canada). You will lead a high-performing team of Refinish Collision…
Added 32 mins ago
MS
Accounting Analyst
Marberg Staffing
Toronto, ON
- Temporary
Work Location: 100% onsite at client's downtown Toronto office, close to TTC station.
Added 32 mins ago
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Quality Manager - Manufacturing
Weir
Surrey, BC
- Full-time
Quality Manager - Manufacturing / Rubber Products
Added 32 mins ago
PV
Keyholder
Pet Valu
Grand Forks, BC
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
Added 32 mins ago
PV
Store Manager
Pet Valu
Rosetown, SK
- Full-time
As a Store Manager you will coach and develop your store team to deliver world class service to all customers and help Pet Parents find the right nutrition and other solutions for their…
Added 32 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
Added 32 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
Added 32 mins ago
PV
Keyholder
Pet Valu
Saskatoon, SK
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
Added 32 mins ago
S
Assistant Department Manager, Deli
Save-On-Foods
Burnaby, BC · Cameron - Burnaby BC
- Part-time
We are hiring for an Assistant Department Manager, Deli at our Cameron Save-On-Foods location in Burnaby, BC.
Added 32 mins ago
S
Assistant Department Manager, Meat
Save-On-Foods
Langley (District), BC · Langley - Downtown - Langley BC
- Part-time
We are hiring for an Assistant Department Manager, Meat at our Langley-Downtown Save-On-Foods location in Langley, BC.
Added 32 mins ago
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Checker Dispatcher - London, ON
Voyago
London, ON
- Part-time
Reporting to Operations Manager, Dispatchers are responsible for providing a high degree of customer service while coordinating bookings. They identify customer needs, clarify information,…
Added 1 hour ago
EO
retail sales manager
End Of The Roll Flooring Centres
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
OT
Restaurant Manager
One Therapy Network
Victoria, BC
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A&W Restaurants in Victoria, BC, is seeking a Restaurant Manager to start immediately at our #16 3170 Tillicum Road location.
Added 1 hour ago
MS
store manager - retail
MARBLE SLAB CREAMERY
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
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Restaurant Manager
One Therapy Network
Colwood, BC
- Full-time
A&W Restaurants in Colwood, BC, is seeking a Restaurant Manager to start immediately at our 1778 Old Island Highway location.
Added 1 hour ago
NC
manager, restaurant
Noodlebox Canada
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
CR
catering service manager
CVI Restaurant + Lounge
Duncan, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
MS
restaurant manager
MARBLE SLAB CREAMERY
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
WS
restaurant manager
White Spot
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
FS
food services manager
Finn's Seafood Chops Cocktails
Victoria, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.

BMO

Financial Planner

Mississauga, ON, Canada

Full-time

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Job details

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

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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