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Added 15 mins ago
S
Logistics Coordinator
Supership
Toronto, ON
- Full-time
Provide exceptional customer service to maintain client satisfaction
Added 15 mins ago
T
Governance & Control Intern/Co-op (Winter 2027)
TD
Montreal, QC
- Full-time
Reporting directly to the Manager, TDI Governance and Control, develops, implements, leads, monitors, and/or assesses quality management and risk management activities to promote…
Added 15 mins ago
SF
Administrative Coordinator
Safe Fleet
Oshawa, ON
- Full-time
Experience in work order management, operations coordination, customer service, or a related field.
Added 15 mins ago
GS
Customer Success Manager
Good Standing AI
Toronto, ON
- Full-time
We're looking for a Customer Success Manager to join our growing team and ensure our enterprise clients achieve maximum value from our compliance automation platform. You'll be the primary…
Added 15 mins ago
MG
Technical Analyst, Database
Michael Garron Hospital
Toronto, ON
- Full-time
Reporting to the IT Manager – Technical and Client Services, the Technical Analyst is responsible for the effective provisioning, installation, configuration, operation, security, access…
Added 29 mins ago
ON
Lands and Estates Manager
Oneida Nation of The Thames
Southwold, ON
- Full-time
Land transactions for the Oneida Nation of the Thames are managed internally, which is unique to the settlement. The Manager will develop and implement both short- and long-term goals,…
Added 29 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 29 mins ago
ZI
HR Specialist/Manager (Geely Auto)
Zeekr International
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Education & Knowledge: Bachelor's degree or higher in Human Resources, Business Administration, or a related field is preferred. Must be thoroughly proficient in Canadian (particularly…
Added 29 mins ago
M
Generalist, Human Resources
Morguard
Mississauga, ON
- Full-time
The Human Resources Generalist is accountable to Manager, Human Resources for supporting the day to day Human Resources functions and objectives to ensure that the departmental goals are…
Added 30 mins ago
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Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC, this…
Added 30 mins ago
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Cloud Application Developer - (AWS / Banking/ Payment Systems)
BMO
Toronto, ON · BMOPLACE
- Full-time
Understands specific cloud resources, services, architectures and service-level agreements in order to create scalable and extensive software products.
Added 30 mins ago
B
Mortgage Specialist
BMO
Duncan, BC · Nanaimo, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Manager, Margin Lending
BMO
Toronto, ON · FCP
- Full-time
Typically, between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Added 30 mins ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
…business transformation, strategy, project delivery, or a related field, and a post-secondary degree in Business, Finance, Economics, Commerce, or an equivalent combination of education and…
Added 30 mins ago
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Mortgage Specialist
BMO
BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Surrey, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
North Vancouver, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Kelowna, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Penticton, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
New Westminster, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Vancouver, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Maple Ridge, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 30 mins ago
BP
Fly Fishing Team Lead
Bass Pro Shops
Delta, BC · Vancouver, BC
- Full-time
Reporting to the Group Sales Manager, the Retail Lead is responsible for overseeing the successful day to day operation of a retail store department.

BMO

Financial Planner

Markham, ON, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 9, 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 25, 2026

Original job description

Application Deadline:

10/08/2026

Address:

1661 Denison Street

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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:

$45,000.00 - $100,000.00

Pay Type:

Salaried & 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 advice and financial planning solutions to help customers achieve their goals while identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with regulatory and risk management frameworks.

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 advice
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Strategic planning
Portfolio management
Financial analysis

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Outbound Calling
Relationship Management
Risk Management Framework
Regulatory Compliance
Financial Industry
Sales Targets
Customer Experience
Strategic Advice
Investment Strategies
Banking Products
Lending
Stakeholder Management
Data Analysis
Financial Goals

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