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Added 9 mins ago
MG
Accounting Manager
Mikisew Group
Enoch, AB
- Full-time
Mikisew Group is hiring a full-time Accounting Manager to join our team and play a key role in preparing and reviewing budgeting, forecasting, and reporting processes for 10+ companies,…
Added 9 mins ago
P
Customer Experience Guide - Seasonal
Patagonia
Toronto, ON
- Part-time
Added 9 mins ago
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Customer Experience Guide - Part Time
Patagonia
Kelowna, BC
- $20.4 to $22.4 CAD / hour
- Part-time
Added 9 mins ago
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Senior Project Manager IT - SaaS
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Hiring Location: Canada (Montreal and Quebec City)
Added 9 mins ago
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Customer Success Manager
Amadeus
Ottawa, ON
- Full-time
As a Customer Success Manager (CSM), you will own the post-sales customer lifecycle for a portfolio of airline customers. You will be responsible for driving solution adoption, customer…
Added 9 mins ago
S
Bilingual Talent Acquisition Partner, Retail (Contract)
sephora.com
Montreal, QC
- Full-time
…strategies, recruitment events, and talent planning. Reporting to the Manager, Talent Acquisition, this is an exciting opportunity to make a meaningful impact on a growing business while…
Added 9 mins ago
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Assistant Planner
sephora.com
Toronto, ON
- Full-time
Consult with the Planning Manager to ensure appropriate WOS levels, work with brands on ETA for back in-stock, and communicate with the leader
Added 24 mins ago
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restaurant assistant manager
Petro-Canada
Saint John, NB
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
LH
Job Title Outreach Worker
Lookout Housing + Health Society
Campbell River, BC
- Full-time
The Outreach Worker reports to the Designated Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society including following Lookout’s Code of…
Added 24 mins ago
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Art Director, 2D
WildBrain
Vancouver, BC
- Full-time
Added 24 mins ago
PG
assistant manager, restaurant
Pizza Garden
Burnaby, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
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gas station manager
Ultramar
Toronto, ON · North York, ON
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
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customer service manager - retail
Tire World Inc.
Brampton, ON
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
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gas station manager
Esso
Milton, ON
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
CC
Merchandiser (Pembroke/Renfrew)
Coca-Cola Canada Bottling Limited
Ottawa, ON
- Full-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 24 mins ago
DQ
restaurant manager
Dairy Queen
Sudbury, ON · Chelmsford, ON
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 24 mins ago
SV
Executive Assistant
St. Vincent's Hospice
St. Vincent's, NL · St Vincent, NL
- Full-time
Location: St Vincent’s Hospice, Midton Road, Howwood, PA9 1AF
Added 24 mins ago
SH
Diversity, Equity, Inclusion and Accessibility Associate - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
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Added 24 mins ago
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Registered Nurse (RN) - CICU Sponsorship - Job Share
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
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Added 24 mins ago
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Registered Nurse (RN) - CICU Sponsorship, FT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
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Added 24 mins ago
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Added 24 mins ago
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Registered Nurse (RN) - CICU Sponsorship (PT Committed)
Southlake Health Community
Newmarket, ON · Southlake Health
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Added 24 mins ago
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Registered Nurse (RN) - Critical Care CRT (Float), Sponsorship FT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
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Added 24 mins ago
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Registered Nurse (RN) Intensive Care Unit (ICU) Sponsorship - TPT
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
Job Category: NursingHospital Location: Newmarket ONJob Type: Temporary (Fixed Term), Part timeNumber of Positions: 1Union: ONA RNMinimum - Maximum Hourly Rate: $41.15 - $58.98
Added 24 mins ago
SH
Registered Nurse (RN) - Critical Care CRT (Clinical Resource Team), Sponsorship - FT
Southlake Health Community
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- Full-time
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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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