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Producteur bilingue, Affaires de la société / Corporate Affairs Producer Bilingual
Fidelity Canada
Montreal, QC
- Full-time
Added 4 hours ago
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Program Assistant – Cancer Research Program (CRP)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Provides administrative support to assigned academic staff and manager (payment requisition – reimbursement),
Added 12 hours ago
HC
Maintenance Supervisor - Nights
Hartmann Canada Inc
Brantford, ON
- $90,000 to $130,000 CAD / year
…Maintenance department. Working closely with the Maintenance Manager and Operations team, the successful candidate will be expected…
Added 12 hours ago
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Deputy Program Manager, Airborne MAISR Program
govconcareershub.com
Ottawa, ON
- Full-time
We are currently hiring for a Deputy Program Manager (DPM) to support our Manned Airborne Intelligence, Surveillance and Reconnaissance (MAISR) In-Service Support (ISS) Program. This is a…
Added 13 hours ago
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Community Residential Manager
Boardwalk
Red Deer, AB
- Full-time
Access to on-demand pay – get your money as soon as you earned it through Dayforce Wallet
Added 14 hours ago
SE
Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
…regarding the pay range can be directed to the recruiting / hiring…
Added 17 hours ago
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Mortgage Specialist
BMO
Hamilton, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
North Bay, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
B
Mortgage Specialist
BMO
Belleville, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Waterloo, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Peterborough, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Sudbury, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Sault Ste. Marie, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Brantford, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Kitchener, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
St. Catharines, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Mortgage Specialist
BMO
Guelph, ON
- Full-time
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Added 17 hours ago
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Financial Planner
BMO
Toronto, ON
- Full-time
…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…
Added 17 hours ago
SA
Leadership Career Opportunities
Steele Auto Group
Dartmouth, NS · NB · PE · NL
- Full-time
– Michael Currie, Executive General Manager, Steele Auto Group
Added 1 day ago
Chief Estimator
State Window Corporation
Vaughan, ON
Comprehensive Benefits: Enjoy dental, medical, and paramedical coverage, plus reimbursement for prescription eyewear and safety footwear every two years.
Added 1 day ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
Reporting to the Service Delivery Manager, the Employer Services Consultant works collaboratively with employers, community partners, and internal teams to provide workforce consultation,…
Added 1 day ago
Customer Service Representative Level 2
Transx Ltd
Rosser, MB
…Customer Service department. Reporting to the Customer Service Manager / Leader of Customer Service, the Customer Service Representative - Level 2 is responsible for providing customers…
Added 1 day ago
HC
Human Resources Coordinator
Hartmann Canada Inc
Brantford, ON
- $60,000 to $62,000 CAD / year
- Full-time
Reporting to the Human Resources Manager, the HR Coordinator provides administrative and operational support across the Human Resources function and Head Office. The role is responsible for…
Added 1 day ago
HC
Print / Press Room Manager
Hartmann Canada Inc
Brantford, ON
- $110,000 to $115,000 CAD / year
- Full-time
We require the talent of a Print / Press Room Manager to join our team.

BMO

Financial Planner

Vaughan, ON, Canada

$45,000.00 - $100,000.00 · Full-time

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Applications open in a new tab.

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:

3737 Major MacKenzie Drive

Job Family Group:

Retail Banking Sales & Service

*We are hiring Financial Planners for anticipated opportunities in the Vaughan/Brampton Market. Candidates must be flexible to be based at a branch within the Vaughan/Brampton Market.

*Italian speaking is an asset for this position.

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 personalized investment and financial planning advice to help customers achieve their goals while driving business growth through sales and relationship management. They are responsible for acquiring new business, managing client portfolios, and identifying opportunities for personal and commercial banking referrals.

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 planning
Sales
Relationship management
Business development
Customer service
Analytical skills
Problem solving
Communication skills
Risk management
Mutual funds
Retirement savings plans
Outbound calling
Strategic advice
Financial advisory

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Risk Management Framework
Customer Experience
Financial Advisory
Portfolio Management
Outbound Calling
Branch Referrals
Regulatory Compliance
Strategic Planning
Data Analysis
Banking Products
Lending
Commercial Banking

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