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Added 5 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 2 hours ago
SE
Manager, MX Sales Platform
Samsung Electronics
Mississauga, ON
- Full-time
Support and Follow-up on Partner invoices submissions, internal legal and financial processes to ensure execution excellence for Samsung Care+ and other programs Work with Marketing Team to…
Added 2 hours ago
SE
Manager, Product Management (Mobile Enhancements)
Samsung Electronics
Mississauga, ON
- Full-time
…decisions over the life cycle of the products in the Wearable and Accessories (Mobile Enhancements) category and will work as a business partner, providing analytical support to inform…
Added 2 hours ago
SJ
Associate Manager, FP&A and Tax
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
This role combines commercial FP&A business partnering with Canadian tax accounting and compliance responsibilities. The incumbent supports assigned Business and/or Customer portfolios…
Added 2 hours ago
S
IT Business Analyst – Finance
Sanimax
Montreal, QC
- Full-time
Reporting to the Manager of Business Analysis, you will act as a strategic partner to the Finance teams and serve as a key liaison between business users and IT teams. Your expertise will…
Added 2 hours ago
CI
Assistant Store Manager
Carters Inc.
Winnipeg, MB
- Full-time
Partner with Store Manager to plan and execute merchandising standards, promotional planning, markdown execution, and product placement
Added 2 hours ago
MD
Fisheries Populations Monitoring and Regulations Manager - State Prog Admin Manager Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Fisheries Populations Monitoring and Regulations Manager
Added 2 hours ago
MD
Equal Opportunity Compliance Manager - Affirmative Action Officer 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Agency: Department of Employment and Economic Development
Added 3 hours ago
LC
Cashier Manager, Hourly Part Time Day
Loblaw Companies Limited
Halifax, NS
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 3 hours ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Working alongside a Product Manager, the Assistant Product Manager will support with sales analysis, competitive shop reviews and category strategies.
Added 4 hours ago
TC
Program Manager, Part-Time
Taproot Community Support Services
Kelowna, BC
- Part-time
The Program Manager provides comprehensive operational, administrative, and clinical leadership for a high complexity residential home serving adults with significant medical and support…
Added 4 hours ago
SM
RQ11649 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with proven experience in product planning, product lifecycle management, product vision and strategy, project management, stakeholder…
Added 4 hours ago
SM
RQ11649 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with proven experience in product planning, product lifecycle management, product vision and strategy, project management, stakeholder…
Added 4 hours ago
R
Manager, Enterprise Hedge Accounting, NIH
RBC
Toronto, ON
- Full-time
The Manager, Enterprise Hedge Accounting will manage the financial control responsibilities in the Enterprise Hedge Accounting with the objective of delivering timely, accurate and reliable…
Added 4 hours ago
R
Lead Application Administrator
RBC
Toronto, ON
- Full-time
Reporting to the Senior Manager, this role is responsible for assessing, researching, and analyzing business and technical application requirements to support and resolve systems issues…
Added 4 hours ago
CH
Key Accounts Manager, Grocery
Charton Hobbs Group
Mississauga, ON
- Full-time
Charton Hobbs is seeking a Grocery Key Accounts Manager to develop major head office relationships and accelerate growth across Ontario grocery. This role is responsible for approximately…
Added 5 hours ago
OT
Restaurant Manager
One Therapy Network
Victoria, BC
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
Added 5 hours ago
Technical Product Manager - Geomembrane and Specialty market
Intertape Polymer Group (IPG)
Truro, NS · NS
Drive financial performance, develop understanding and insights into subclass profit and loss statement, ensure efficient use of resources and adherence to financial targets.
Added 6 hours ago
CT
project manager - non-technical
Cowichan Tribes
Duncan, BC
- Full-time
Business administration and management, general
Added 6 hours ago
UO
Project Manager 1
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, Project Management Services (PMS), or the Manager, Interior Modification Services, the Project Manager 1 (PM1), with guidance and direction from their…
Added 7 hours ago
NF
We Are Hiring – Supply Chain Specialist (Port Coquitlam, BC)
Nutri-Nation Functional Foods
Port Coquitlam, BC
- Full-time
The Supply Chain Specialist will work closely with all levels of management and employees with the responsibility for ERP system optimization, inventory control, supplier relations, demand…
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
…literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal…
Added 8 hours ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
…This event offers you the chance to meet our Leadership Team and explore exciting opportunities with TD Wealth, Financial…
Added 8 hours ago
T
Audit Manager I, Financial Crimes Issues Validation (944)
TD
Toronto, ON
- Full-time
…leading moderately complex audits? Can you lead several audits and be responsible for their completion? Are you excited to explore TD’s processes and help provide recommendations for…
Added 8 hours ago
T
Audit Manager I, Wealth Canada Audit (1121)
TD
Toronto, ON
- Full-time
May execute the development of Audit Planning Memorandum (APM), Process Risk and Control Matrix (pRCM), Findings Grid and Audit Report.

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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