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Added 12 mins ago
TN
Assistant Store Manager - Feeds' n Needs - Bridgewater
Trouw Nutrition
Bridgewater, NS
- Full-time
Nutreco is a member of the SHV family, and we are committed to 'Feeding the Future' through sustainable and innovative practices. Nutreco has two business lines: Skretting is a leading…
Added 12 mins ago
CL
restaurant manager
Chopped Leaf
Brooks, AB
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 12 mins ago
NN
Personal Support Worker
Nurse Next Door Home Care Services
Brampton, ON
- Full-time
The Personal Support Worker (Home Care) is a valued member of the home care team who works in partnership with a Care Designer and the broader care team to provide personal care and daily…
Added 12 mins ago
NS
Certified Orthotist - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Manager of Assistive Technology, as a member of a multi-disciplinary team the Certified Orthotist provides a diverse range of clinical interventions to a pediatric and…
Added 12 mins ago
AH
Registered Nurse
Alberta Health Services
Brooks, AB
- Temporary
…Nursing Practice Standards. Knowledge of Continuing Care Health Service Standards. Negotiating skills with clients, caregivers and families. Family assessment skills. Effective oral and…
Added 12 mins ago
A
Gestionnaire de produit, Expérience commerce électronique | Product Manager, Ecommerce experience
Altitude-sports.com
Montreal, QC
- Full-time
Un accès complet à un service de télémédecine
Added 12 mins ago
I
Product Operations Manager
Indigo
Ottawa, ON
- $42,500 to $52,500 CAD / year
- Full-time
…environment where employees build their capabilities, contribute to team success, and bring the Indigo brand to life through meaningful business…
Added 12 mins ago
General Construction Labourer
Maple Reinders
Pickering, ON
Ability to work well with a team and independently.
Added 12 mins ago
Senior Compensation Consultant | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 12 mins ago
LPN 1.0 Perm Nights 2nd-005
Winnipeg Regional Health Authority
Winnipeg, MB
Ability to perform independently and as a member of the health care team.
Added 28 mins ago
IF
Accounting Service Representative (6-month contract)
Intact FC
Toronto, ON
- Full-time
We are looking for an Accounting Service Representative to join our growing team!
Added 28 mins ago
AR
Kitchen Utility Worker
Atria Retirement Canada - Victorian at McKenzie
Colwood, BC · BC-Victoria
- Full-time
As a valued team member at Atria, you’ll work in a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. Apply now!
Added 28 mins ago
LI
Territory Manager (Residential HVAC)
Lennox International
Longueuil, QC
- Full-time
…industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and…
Added 28 mins ago
C
Social Worker
CarePartners
Wellington North, ON
- Other
Working independently and as an integral member of an interdisciplinary care team
Added 28 mins ago
HR
Pharmacist
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
At Humber River Health, our Pharmacy department plays a pivotal role in ensuring the safe distribution and service of medications to patients which facilitates successful patient treatment…
Added 28 mins ago
HR
Pharmacist
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
At Humber River Health, our Pharmacy department plays a pivotal role in ensuring the safe distribution and service of medications to patients which facilitates successful patient treatment…
Added 28 mins ago
OT
Senior Manager, Contracts
Open Text Corporation
Waterloo, ON
- Other
…collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle…
Added 28 mins ago
Personal Support Worker
Bayshore
Mitchell, ON
…HealthCare is proud to showcase its achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best…
Added 28 mins ago
Personal Support Worker
Bayshore
St. Marys, ON
…HealthCare is proud to showcase its achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best…
Added 28 mins ago
MG
LOGISTICS COORDINATOR
Manitoulin Group of Companies
Mississauga, ON
- Full-time
Update OS&D details in TMW and assign information to appropriate Vision team member.
Added 42 mins ago
P
food service supervisor
Petro-Canada
Wainwright, AB
- Full-time
Ensure that food and service meet quality control standards
Added 42 mins ago
W
food service supervisor
Wendy's
Vernon, BC
- Full-time
Ensure that food and service meet quality control standards
Added 42 mins ago
AH
Occupational Therapist - Case Manager
Alberta Health Services
Calgary, AB
- Full-time
…individuals, groups, or a community. You may act as a direct service provider, consultant, educator, or advocate and function as an integral health care team member. You will engage…
Added 42 mins ago
DQ
food service supervisor
Dairy Queen
Westlock, AB
- Full-time
Ensure that food and service meet quality control standards
Added 42 mins ago
CM
Mental Health Therapist
CASA Mental Health
Onoway, AB
- Full-time
You will be a part of a team that works within community schools, right where children live and learn. The CASA Classrooms program provides individual and group therapy, psychiatric care,…

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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