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Added 1 min ago
E
store manager - retail
Esso
Ardrossan, AB
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 16 mins ago
P
Territory Sales Manager
PPG
Delta, BC
- Full-time
As a Territory Sales Manager, you will be responsible for developing profitable new business within the Automotive Refinish Collision segment for PPG. you will play a critical role in…
Added 16 mins ago
PV
Keyholder
Pet Valu
Grand Forks, BC
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 16 mins ago
PV
Store Manager
Pet Valu
Rosetown, SK
- Full-time
As a Store Manager you will coach and develop your store team to deliver world class service to all customers and help Pet Parents find the right nutrition and other solutions for their…
Added 16 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 16 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 16 mins ago
PV
Keyholder
Pet Valu
Saskatoon, SK
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 16 mins ago
MS
Merchandise Manager PT
Michaels Stores
Winnipeg, MB
- Part-time
Provide Manager-on-Duty (MOD) coverage, maintaining floor leadership, service standards, and operational continuity.
Added 16 mins ago
MS
Merchandise Manager
Michaels Stores
Saskatoon, SK
- Part-time
Provide Manager-on-Duty (MOD) coverage, maintaining floor leadership, service standards, and operational continuity.
Added 16 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Laval, QC
Swarovski
Laval, QC
- Part-time
As a Sales Consultant, you’ll deliver exceptional service, create memorable brand experiences, and inspire customers with your passion for our products, all while achieving sales goals and…
Added 32 mins ago
FT
Outside Sales Representative, Calgary Moraine
Fountain Tire
Calgary, AB
- Other
…friendly and dedicated individual to join our team as an Outside Sales Representative to help grow our business and support our customers. If you enjoy building relationships and finding…
Added 32 mins ago
FT
Service Manager, Edson
Fountain Tire
Edson, AB
- Other
Fountain Tire Edson is searching for a friendly, knowledgeable, and experienced Service Manager to manage the operations of the service department to drive productivity, quality assurance…
Added 46 mins ago
EO
retail sales manager
End Of The Roll Flooring Centres
Victoria, BC
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 46 mins ago
OT
Restaurant Manager
One Therapy Network
Victoria, BC
- Full-time
A&W Restaurants in Victoria, BC, is seeking a Restaurant Manager to start immediately at our #16 3170 Tillicum Road location.
Added 46 mins ago
OT
Restaurant Manager
One Therapy Network
Colwood, BC
- Full-time
A&W Restaurants in Colwood, BC, is seeking a Restaurant Manager to start immediately at our 1778 Old Island Highway location.
Added 46 mins ago
BR
Assistant Manager - Robson Centrepoint
Banana Republic
Vancouver, BC
- Full-time
As an Assistant Manager, you set the tone for the store and the team and help bring our brand to life for our customers. You’re responsible for driving profitable sales growth through all…
Added 46 mins ago
BR
Assistant Manager - S Edmonton Common
Banana Republic
AB · Edmonton, AB
- Full-time
As an Assistant Manager, you set the tone for the store and the team and help bring our brand to life for our customers. You’re responsible for driving profitable sales growth through all…
Added 1 hour ago
AG
Sales Manager- Work From Home
AO Globe Life
Remote, Canada
- Full-time
- Remote
Join Our Team as a Sales Manager- Work from Anywhere!
Added 1 hour ago
AG
Remote Sales Manager
AO Globe Life
Remote, Canada
- Full-time
- Remote
As a Remote Life Insurance Sales Manager, you’ll start as an agent and grow into leadership, developing critical skills and experience along the way:
Added 1 hour ago
AG
Remote Entry Level Manager
AO Globe Life
Remote, Canada
- Full-time
- Remote
Passionate Changemakers: You’re driven to improve lives through exceptional service and impactful life insurance solutions.
Added 1 hour ago
CH
Seasonal Holiday Retail Manager - Kildonan Place
Cherry Hill Programs
Winnipeg, MB
- Part-time
As our Local Manager, you'll lead the team responsible for creating magical holiday memories for children and families. You'll oversee daily photo operations, drive sales and service…
Added 1 hour ago
SA
dining room manager
Smoke and Sow
Whitehorse, YT
- Full-time
Specialization/experience (business sales and services)
Added 1 hour ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 1 hour ago
BP
Fishing Outfitter
Bass Pro Shops
Calgary, AB
- Part-time
Reporting to the Group Sales Manager, a Retail Outfitter will work within a team to create a world class shopping experience by providing legendary customer service and exceptional product…

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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