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Added 38 mins ago
AA
Responsable de Domaine Propriétés des Masses / Mass Properties Product Domain Manager (PDM)
Airbus Aircraft
Montreal, QC
- Full-time
Added 1 hour ago
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Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 1 hour ago
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Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 1 hour ago
Supervisor, Stewardship Field Services (Golden Horseshoe)
Brewers Retail Inc
Bolton, ON
…1927 and today, The Beer Store is the primary distribution and sales channel for beer in Ontario and is owned by 28+ Ontario-based brewers! Through our Retail Stores, Distribution Centres,…
Added 1 hour ago
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CLIENT SUPPORT COORDINATOR
BDC
Kingston, ON
- Full-time
Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness…
Added 2 hours ago
Management and Sales Trainee
Sherwin-Williams
Winnipeg, MB
The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams’…
Added 2 hours ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
…internal strategy, allowing you to understand the significant part you’ll play in the team’s success. You will grow the company’s market share by selling to large, commercial users such as…
Added 2 hours ago
B
Personal Banker
BMO
Squamish, BC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 2 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 2 hours ago
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Regional Sales Manager, BMO InvestorLine
BMO
Montreal, QC · HO
- Full-time
Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business.
Added 2 hours ago
B
Credit Funder
BMO
Montreal, QC · HO
- Full-time
…Applies lending expertise to a lending product portfolio or part of the lending process (e.g. underwriting, funding, monitoring). Makes credit decisions or provides timely advice to the…
Added 2 hours ago
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Financial Planner
BMO
Vaughan, ON
- Full-time
…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…
Added 2 hours ago
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Personal Banking Associate
BMO
Granby, QC
- Full-time
…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…
Added 2 hours ago
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Financial Planner
BMO
Markham, ON
- Full-time
…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…
Added 2 hours ago
B
Personal Banker
BMO
Colwood, BC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 2 hours ago
B
Customer Service Representative
BMO
Squamish, BC
- Part-time
…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…
Added 2 hours ago
M
Seasonal Stylist (Retail) (Part-time)
Mejuri
Toronto, ON
- Part-time
Ability to work on the sales floor for extended periods of time.
Added 4 hours ago
BC
Sales Coordinator - Global Markets Trading Floor
BMO Capital Markets
Toronto, ON
- Full-time
Provide real-time administrative and operational support to Sales and Trading teams on the trading floor.
Added 4 hours ago
AG
Sennheiser Ambassador
Acosta Group
Montreal, QC
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Sennheiser brand stand out.
Added 4 hours ago
AG
Sennheiser Ambassador
Acosta Group
Toronto, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Sennheiser brand stand out.
Added 4 hours ago
AG
Sennheiser Ambassador
Acosta Group
Burnaby, BC
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Sennheiser brand stand out.
Added 5 hours ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
Understands and applies understanding of the timeline for the sales process to demonstrate respect for client time by including thorough analysis in client meetings.
Added 6 hours ago
TB
Auto Body Technician (Burlington)
The Boyd Group LLC
Burlington, ON
- Full-time
At Assured Automotive, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western and…
Added 6 hours ago
A
Senior Broker, Mining
Aon
Saskatoon, SK
- Full-time
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Mining Broking Group within Aon.
Added 6 hours ago
A
Senior Broker, Mining
Aon
Toronto, ON
- Full-time
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Mining Broking Group within Aon.

BMO

Financial Planner

Vaughan, 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:

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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