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Added 15 mins ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
Support daily operations like restocking and backstore tasks
Added 59 mins ago
S
Beauty Advisor - Flex
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
- Full-time
Previous experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment
Added 59 mins ago
EL
Key Holder - 12 hours - The Cosmetics Company Store - Toronto Premium Outlets - Halton Hills, ON
Estée Lauder Companies
ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 59 mins ago
Beauty Advisor-The Cosmetic Company Store- Seasonal Part time- Nisku,AB
Estée Lauder Companies
Nisku, AB
All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 1 hour ago
TJ
Associate
Taing Jewellers
Ottawa, ON
- Full-time
Company Description Taing Jewellers is a retail jewelry business dedicated to offering quality pieces and personalized service to customers in Ottawa, ON. The company focuses on helping…
Added 1 hour ago
RM
Parts Technician
Rocky Mountain Equipment
Camrose, AB
- Full-time
…maximize uptime, productivity, and profitability through expert service, innovative tools, and a customer-centric approach. As Western Canada’s trusted equipment and business partner, RME…
Added 1 hour ago
TG
Planet Fitness - Member Services Representative - Part Time - Timmins
Taymax Group
Timmins, ON
- Part-time
…positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and…
Added 1 hour ago
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PT Cast Member
Cineplex
Calgary, AB · SC Cross Iron Mills
- Part-time
Added 1 hour ago
CC
Merchandiser, Device Allowance (Montague)
Coca-Cola Canada Bottling Limited
Charlottetown, PE
- Full-time
…Merchandisers are our frontline ambassadors, providing superior service to clients and…
Added 1 hour ago
BC
liquor store manager
Bear Creek Liquor Store
Surrey, BC
- Full-time
Resolve issues that may arise, including customer requests, complaints and supply shortages
Added 1 hour ago
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Structural Engineer
SYSTRA
Montreal, QC
- Full-time
Support and uphold the overall Stations Development Strategy across all project phases (concept to commissioning).
Added 1 hour ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Dartmouth, NS
- Full-time
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 1 hour ago
RM
Intermediate .NET Backend Developer
RX Music
Toronto, ON
- Contract
RX Music is a leader in custom music programming and background music services, delivering curated soundtracks for global hospitality, retail, and lifestyle brands.
Added 1 hour ago
O
food service supervisor
ONroute
Mallorytown, ON
- Full-time
Ensure that food and service meet quality control standards
Added 1 hour ago
MT
retail store supervisor
Mobile Tech Lab
Thompson, MB
- Full-time
Resolve issues that may arise, including customer requests, complaints and supply shortages
Added 1 hour ago
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Store Manager
Dollarama
St. John's, NL · Greater St. John's Metropolitan Area
- $21.62 to $24.03 CAD / hour
- Full-time
Delivering excellent customer service and resolving complex issues.
Added 1 hour ago
D
Assistant Store Manager
Dollarama
Dutton, ON
- $19.3 to $20.3 CAD / hour
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…
Added 1 hour ago
D
Assistant Store Manager
Dollarama
Shawinigan, QC
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…
Added 1 hour ago
D
Assistant Store Manager
Dollarama
Kelowna, BC
- $20.4 to $21.65 CAD / hour
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…
Added 1 hour ago
D
Store Manager
Dollarama
PE · Montague, PE
- $20.85 to $22.92 CAD / hour
- Full-time
Delivering excellent customer service and resolving complex issues.
Added 1 hour ago
D
Assistant Store Manager
Dollarama
Williams Lake, BC
- $20.4 to $21.65 CAD / hour
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…
Added 1 hour ago
D
Assistant Store Manager
Dollarama
La Tuque, QC
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…
Added 1 hour ago
D
Store Manager
Dollarama
Winkler, MB
- Full-time
Delivering excellent customer service and resolving complex issues.
Added 1 hour ago
D
Store Manager
Dollarama
Quebec, QC
- Full-time
Delivering excellent customer service and resolving complex issues.
Added 1 hour ago
D
Assistant Store Manager
Dollarama
Thompson, MB
- Full-time
The Assistant Store Manager supports the Store Manager in overseeing daily retail operations, ensuring customer satisfaction, and achieving sales goals. Acts as Manager on Duty in the Store…

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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