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Added 59 mins ago
Project Manager - Mining Consulting
WSP
Mississauga, ON
This opportunity is well suited for a developing Project Manager who is strengthening their delivery, financial, and client management capabilities within a structured project governance…
Added 59 mins ago
MC
Business Transformation Project Manager
Menasha Corporation
Brampton, ON · MPC Brampton Omnihub Plant
- Full-time
The Project Manager, Business Transformation supports the delivery of enterprise business transformation initiatives within the Business Transformation team’s Enterprise Project Management…
Added 1 hour ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
The Senior Manager, Risk Management & Compliance is responsible for developing and implementing global risk management reports, systems, and processes to minimize investments risks. Applies…
Added 1 hour ago
WC
(CAN) Manager, Specialty Compliance and Ethics - IF– Level II Testing & Monitoring
Walmart Canada
Mississauga, ON
- Full-time
As the Manager, Specialty Compliance and Ethics - Level II Testing & Monitoring, you will primarily monitor compliance with the U.S. Foreign Corrupt Practices Act (FCPA) and Canadian…
Added 1 hour ago
QP
Manager, AI Delivery
QuadReal Property Group
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 1 hour ago
QP
Area Manager, Self-Storage
QuadReal Property Group
Vancouver, BC
- Full-time
QuadReal Self Storage Management is proudly owned and operated by QuadReal Property Group, a global real estate investment, development and operating company headquartered in Vancouver,…
Added 1 hour ago
E
Senior Project Manager IT - SaaS
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Role: The Senior Project Manager IT - SaaS reports to the AVP, Product Management and works closely with multiple product team and 3 other AVP. The incumbent will ensure that the projects…
Added 2 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Ensures projects comply with established governance frameworks, risk management standards, regulatory requirements, and internal policies.
Added 2 hours ago
A
HSE Coordinator
ALS
Winnipeg, MB · CAN - MB - Winnipeg (Niakwa Road East)
- Full-time
When you join us, you’ll be part of a global team harnessing the power of scientific testing and data-driven insights to build a healthier future.
Added 2 hours ago
UO
Principle Systems Engineer
University of Alaska Fairbanks Petroleum Engineering
Engineer, BC
- Full-time
Supports and advises the C2BMC-G Chief Engineer, Architect, Technical Advisor, and GAMMA lead on development of a global node for C2BMC
Added 2 hours ago
Project Manager - Halifax
Mariner
Halifax, NS
We are seeking an experienced and dynamic Project Manager to join our team. In this role, you will lead and oversee complex technology projects, collaborating with cross-functional teams to…
Added 2 hours ago
B
Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
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,…
Added 2 hours ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
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,…
Added 2 hours ago
M
Senior Product Delivery Manager
Manulife
Toronto, ON
- Full-time
Join Manulife's Global Wealth and Asset Management (GWAM) Technology team as a Product Delivery Manager supporting Investment Law & Compliance platforms. This role offers a unique…
Added 3 hours ago
VE
Coordonnateur(trice) Projets / Project Coordinator
Veolia Environnement SA
Montreal, QC
- Full-time
Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia…
Added 3 hours ago
Global Supply Chain Manager
Intertape Polymer Group (IPG)
Truro, NS
Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions - we are a community that values safety, people, passion,…
Added 3 hours ago
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Personal Banker
BMO
Squamish, BC
- Full-time
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process…
Added 3 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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,…
Added 3 hours ago
B
Senior Counsel, Treasury and Payments Solutions
BMO
Toronto, ON · FCP
- Full-time
…Works to achieve organizational goals while minimizing legal…
Added 3 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial…
Added 3 hours ago
B
Credit Funder
BMO
Montreal, QC · HO
- Full-time
…assess the business entity’s overall financial health and credit risk using discretionary authority within prescribed limits. Applies lending expertise to a lending product portfolio or…
Added 3 hours ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
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,…
Added 3 hours ago
B
Financial Planner
BMO
Vaughan, ON
- Full-time
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,…
Added 3 hours ago
B
Personal Banking Associate
BMO
Granby, QC
- Full-time
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,…
Added 3 hours ago
B
Financial Planner
BMO
Markham, ON
- Full-time
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,…

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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