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Added 13 mins ago
FG
Analyst Tester
FNZ Group
Toronto, ON · CA Toronto Yonge St
- $79,000 to $108,000 CAD / year
- Full-time
Added 13 mins ago
FB
Loan Consultant
Fairstone Bank
Hamilton, ON
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our…
Added 13 mins ago
AS
Customer Financial Services Manager (90001)
ABC Supply Co., Inc.
Calgary, AB
- Full-time
The ABC Canada Customer Financial Services Manager establishes effective working relationships with District and Branch Managers, Sales Personnel, Region Team Members, National Support…
Added 13 mins ago
CC
Lending Operations Administrator II
Conexus Credit Union
Regina, SK · Emerald Park, SK · Yorkton, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 13 mins ago
JR
Program and Operations Manager
Jumpstart Refugee Talent
Mississauga, ON
- Full-time
Coordinate financial information for funding applications, audits, reports, and funder inquiries.
Added 13 mins ago
AC
Branch Manager - St. Claude Branch
Assiniboine Credit Union
St. Claude, MB
- Full-time
…with a strong focus on relationship banking and personalized financial…
Added 13 mins ago
AG
Manager, ESG Reporting & Compliance
Alamos Gold Inc.
Toronto, ON
- Full-time
10+ years of progressive experience in ESG reporting, sustainability disclosure, assurance, financial reporting, regulatory reporting, or related disciplines
Added 13 mins ago
NF
Sales Representative - White Oaks Mall
Neo Financial
London, ON
- $20 CAD / hour
- Contract
Join us to build a more rewarding financial future for all Canadians
Added 13 mins ago
F
Credit Investment Analyst
Float
Remote, Canada
- $70,000 to $85,000 CAD / year
- Full-time
- Remote
…innovative platform, Float enables businesses to streamline financial operations and optimize cash flow, so they can focus on what matters most:…
Added 13 mins ago
RB
Director, Counterparty Credit Risk Models, Global Risk Analytics
Royal Bank of Canada
Toronto, ON
- Full-time
Masters in Financial Engineering, or a degree in another quantitative subject such as physics, statistics, mathematics or mathematical finance and/or a relevant professional qualification,…
Added 13 mins ago
Senior Java Developer – Application Modernization
Capco
Toronto, ON
Modernize business-critical Java platforms and help shape the next generation of financial markets technology.
Added 13 mins ago
AI Product Management Coach
Capco
Toronto, ON
Experience delivering AI-enabled products within financial services or another complex, regulated environment.
Added 13 mins ago
AC
Senior Analyst, Financial Planning and Analysis - Trans-Canada Capital
Air Canada
Montreal, QC
- Full-time
Reporting to the Manager, Finance, the Senior Analyst will be primarily responsible for Trans-Canada Capital’s financial planning and forecasting. The ideal candidate will have excellent…
Added 27 mins ago
MH
CFO (chief financial officer) - financial, communications and other business services
Mississauga Hyundai Superstore
Mississauga, ON
- Full-time
Allocate material, human and financial resources to implement organizational policies and programs
Added 27 mins ago
CN
accounting manager
CAA Niagara
St. Catharines, ON
- Full-time
Assign financial projects and activities to workers in order to improve business decisions
Added 27 mins ago
CL
IT Business Systems Analyst
Canada Life
Toronto, ON
- Full-time
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of…
Added 27 mins ago
TS
Associate – Front Office Quant Engineer
TD Securities
Toronto, ON
- Full-time
The role combines software engineering, quantitative analysis, and financial markets expertise. While the primary focus is technology development and process automation, the successful…
Added 27 mins ago
AI
Senior AWS Data Engineer
Apptoza Inc.
Toronto, ON
- Contract
Experience in the Banking or Financial Services domain.
Added 27 mins ago
K
Senior Product Manager - Social Experience
Kraken
Canada
- Full-time
…years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial…
Added 27 mins ago
ZS
ETL Lead Developer
Zodiac Solutions, Inc
Toronto, ON
- Full-time
…warehouse technical knowledge.Resource have knowledge in Bank and financial domain (Minimum 10+ years of experience).Resource also required knowledge in ETL process and develop the SSIS…
Added 27 mins ago
T
JDE Finance Functional Consultant
Tekshapers
ON · Ontario, Canada
- Contract
Configure and support JD Edwards EnterpriseOne Financial modules.
Added 27 mins ago
W
Intermediate Property Accountant
Winchesters
Toronto, ON
- Full-time
Our client, an established property management company, is seeking a Intermediate Property Accountant to join their accounting team. This is an excellent opportunity for an accounting…
Added 27 mins ago
CL
Senior Operations Associate, temporary 6-month contract
Canada Life
London, ON
- Full-time
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 27 mins ago
V
Python Developer with core Banking and payment
VySystems
Toronto, ON
- Full-time
Design, build, and maintain backend financial and payments systems flows (e.g., core banking, ACH, wire, card, and digital asset transaction processing).
Added 27 mins ago
CL
Senior Compensation Consultant | Great West
Canada Life
Toronto, ON
- Full-time
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services,…

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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