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Added 7 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Taber, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 7 mins ago
WC
(CAN) Gérant du rayon de la viande
Walmart Canada
Sherbrooke, QC
- Full-time
Position Summary...To lead all Meat Associates and department processes to ensure a high level of customer service while meeting production targets.
Added 7 mins ago
WC
(CAN) Asset Protection Operations Team Lead
Walmart Canada
Winnipeg, MB
- Full-time
…associates through teaching and training . Ensures a high level of customer service while ensuring task…
Added 38 mins ago
FG
Part-Time Seasonal Associate - Watch Station
Fossil Group
Ottawa, ON
- Part-time
Previous retail or customer service experience preferred.
Added 1 hour ago
C
Supervisor, Front of House (LBE)
Cineplex
Whitby, ON
- Part-time
1-3 years of supervisory experience in the food service, retail and / or amusement industry.
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
GD
GARAGE - Operations Team Leader FT - Sherway Gardens
Groupe Dynamite
Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Store Manager, your main focus as Operations Team Lead is to maximize company sales and profitability by maintaining stockroom organization and by managing inventory…
Added 2 hours ago
TA
SALES LEAD - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Dieppe, NB
- Part-time
Reporting to the Store Manager, the Part-Time Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates,…
Added 2 hours ago
HR
Spécialiste Skims-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 2 hours ago
HR
Spécialiste en denim- Mode feminine-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 2 hours ago
TT
Coordonnateur / Coordonnatrice de Magasin Temps Plein Winners
The TJX Companies, Inc.
Trois-Rivières, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 2 hours ago
S
Services Lead, Stores - Full Time
Sephora
ON · Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 2 hours ago
F
Fairgrounds - Experience Creator
Fairgrounds
Toronto, ON
- $18 to $20 CAD / hour
- Part-time
Previous customer service experience, preferably in a retail or pro shop environment.
Added 2 hours ago
S
store manager, Central and South Calgary. A.B
Starbucks
AB · Alberta, Canada
- $61,000 to $80,875 CAD / year
- Full-time
3 years retail / customer service management experience
Added 2 hours ago
L
Manager - P&C Systems | Vancouver
lululemon
Vancouver, BC
- Full-time
…through digital platforms, delivering shared services through Service Delivery, and supporting a product-centric operating…
Added 2 hours ago
SD
Senior Manager, Specialty Pharmacy-2
Shoppers Drug Mart Specialty Health Network
Calgary, AB
- Full-time
Manage operational risks, service issues, shipment delays and customer concerns, identifying root causes and implementing preventative actions.
Added 3 hours ago
QC - ASSISTANT STORE MANAGER - ALDO SAINTE-CATHERINE
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and make every customer feel their best walking out the…
Added 3 hours ago
7
Store Leader (Manager) Trainee
7-Eleven
Terrace, BC
- Full-time
…fuel through cutting edge innovation - working hard to be the customer's first choice. 7-Eleven empowers our employees to "activate awesome" and make a meaningful impact in their stores and…
Added 3 hours ago
CC
Retail Shift Leader
Canna Cabana
Edmonton, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 4 hours ago
FB
Service Supervisor I
Farm Boy Inc.
Toronto, ON
- $19.15 CAD / hour
- Full-time
You’ll help lead a welcoming and efficient checkout experience while supporting our front-end team with service excellence and operational readiness. Through confident leadership, hands-on…
Added 4 hours ago
MS
Merchandise Manager PT
Michaels Stores
Winnipeg, MB
- Part-time
…ensures accurate pricing, timely promotional execution, and a customer-ready store environment through strong workload planning and inventory…
Added 4 hours ago
MS
Merchandise Manager
Michaels Stores
Saskatoon, SK
- Part-time
…ensures accurate pricing, timely promotional execution, and a customer-ready store environment through strong workload planning and inventory…
Added 4 hours ago
G
Seasonal Retail Sales Associate - Windsor Crossing
Gap
Lasalle, ON
- Part-time
…engaging and connecting with our customers by providing excellent customer service resulting in brand loyalty. You’re an expert in product and use your knowledge and experience to educate,…
Added 4 hours ago
G
Seasonal Retail Sales Associate - Toronto Eaton Centre
Gap
Toronto, ON
- Part-time
…If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join…
Added 4 hours ago
BR
Assistant Manager - Robson Centrepoint
Banana Republic
Vancouver, BC
- Full-time
…profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development. You are responsible for supporting the execution…

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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