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Added 9 mins ago
M
financial analyst
Murchinson
Toronto, ON
- Full-time
Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
Added 9 mins ago
PI
Branch Manager
PAY2DAY Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Pay2Day is looking for individuals to join our team at multiple locations! Now Hiring Branch Managers and Financial Service Representatives at the following Stores in Ontario and Nova…
Added 9 mins ago
IF
Client Relationship Manager, Group Savings and Retirement
iA Financial Group (Industrial Alliance)
Montreal, QC
- Full-time
…Manager (CRM) in Group Benefits & Retirement Solutions at iA Financial Group could be the perfect fit for…
Added 9 mins ago
EB
Fraud Officer (6 Months contract)
EQ Bank
Toronto, ON
- Contract
…million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union…
Added 9 mins ago
DG
fast food restaurant manager
DQ Grill & Chill Restaurant
Sturgeon Falls, ON
- Full-time
Added 9 mins ago
AG
accountant
ACTIVE GREEN AND ROSS
Toronto, ON · Scarborough, ON
- Full-time
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Added 9 mins ago
CF
Investment Advisor
CI Financial
North Bay, ON
- Full-time
…candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of…
Added 9 mins ago
AC
Accounting Analyst, Reconciliations
Alimentation Couche-Tard
Laval, QC
- Full-time
Pension Plan: Plan for your future and retire with peace of mind with our pension plan, helping you build a secure financial future.
Added 9 mins ago
CF
Investment Advisor (Kitchener/Waterloo)
CI Financial
Waterloo, ON
- Full-time
…candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of…
Added 9 mins ago
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Consulting Manager- EPM Consulting Toronto, Canada
Voiant
Toronto, ON
- $180,000 to $185,000 CAD / year
- Full-time
…solutions for Fortune 500 clients across healthcare, life sciences, financial services, technology, and other…
Added 9 mins ago
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Manager, Portfolio Management Group, Private Wealth
BMO
Toronto, ON
- Full-time
Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions. Skills
Added 9 mins ago
VD
Accountant (18 month maternity cover)
Valor Distributions
Toronto, ON · Scarborough, ON
- Full-time
We are seeking an experienced Accountant to support the accounting and financial reporting functions for multiple entities within the organization.
Added 9 mins ago
R&
Senior Credit Analyst
Robertson & Company Ltd.
Barrie, ON
- $70,000 to $85,000 CAD / year
- Full-time
Review and analyze dealer financial statements to assess creditworthiness
Added 9 mins ago
AW
Artificial Intelligence Specialist
Agilus Work Solutions
Toronto, ON
- Contract
Financial services or other regulated-industry experience is an asset.
Added 9 mins ago
MG
Assistant Vice President – Company Secretarial / Vice-président adjoint, Secrétariat d’entreprise
Maples Group
Montreal, QC
- Full-time
The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations.
Added 9 mins ago
K
Purchasing Clerk
Kinectrics
Toronto, ON
- Full-time
Maintain and enter procurement and financial data on the Accrual sheet, including SAP, ensuring accuracy and completeness.
Added 9 mins ago
MC
Accountant (35782)
Myticas Consulting
Toronto, ON
- Full-time
Our client is seeking an experienced Accountant to join its Finance & Accounting team on a permanent basis. This is an excellent opportunity for a well-rounded accounting professional who…
Added 9 mins ago
ME
Controller
MNP Executive Search & Professional Recruitment
Nanaimo, BC
- Full-time
Reporting to the Chief Financial Officer, the Controller will provide leadership and oversight across the day-to-day accounting and financial operations of Windley Contracting, Windley…
Added 9 mins ago
MI
Financial Controller
Make It Real LLC
Canada
- Full-time
The Financial Controller is responsible for accurate and timely financial reporting, owning the month-end and year-end close, and continuously improving the processes and systems that…
Added 9 mins ago
C
Specialist Marketing
CN
Brampton, ON
- Full-time
Financial acumen and ability to forecast and conduct financial analysis
Added 9 mins ago
SG
Java Spring Developer
Software Guidance & Assistance, Inc. (SGA, Inc.)
Mississauga, ON
- Full-time
Software Guidance & Assistance, Inc., (SGA), is searching for a Java Spring Developer for a contract assignment with one of our premier Financial Services clients in Mississauga, ON.
Added 9 mins ago
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Senior Operations Analyst
TD
Burlington, ON
- Full-time
Executes on more complex and/or non-standard processes and requests of high complexity and risk/financial impact
Added 9 mins ago
MC
Product & Pricing Architect (35728)
Myticas Consulting
Toronto, ON
- Full-time
Significant senior-level experience in Functional Consulting, Solution Consulting, Business Architecture, or Solution Architecture within Banking or Financial Services.
Added 9 mins ago
K
Angular UI Developer (W2 ONLY)
Kelly
Mississauga, ON
- Contract
Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will work alongside some of the smartest…
Added 9 mins ago
MC
Product & Pricing Consultant III (35726)
Myticas Consulting
Toronto, ON
- Full-time
We are seeking an experienced Product & Pricing Consultant III to support the implementation of SaaS-based product and pricing solutions within banking and financial services.

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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