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Added 2 hours ago
K
Senior Manager, Turnaround & Restructuring - Deal Advisory
KPMG
ON · Toronto, Ontario
- Full-time
As Senior Manager, Turnaround & Restructuring, Deal Advisory, you are a deal focused, motivated, team leader with expertise in finance, strategy, financial restructuring and business…
Added 2 hours ago
K
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · North Bay, ON · London, ON · Toronto, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Waterloo, ON · Perth, ON · St. Catharines, ON · Mont-Royal, QC · Montreal, QC · Brossard, QC · Joliette, QC · Terrebonne, QC · Quebec, QC · Saint-Eustache, QC · Swift Current, SK · Regina, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Burnaby, BC · Vancouver, BC · Quesnel, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Kanata, Ontario · Edmonton, Alberta · Langley, British Columbia · Mount Royal, Quebec · Saint-Laurent, Quebec
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 2 hours ago
K
Senior Manager, Transaction Services
KPMG
Vancouver, BC
- Full-time
We are looking for a Senior Manager to join our growing Transaction Services team in Vancouver.
Added 4 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
Added 5 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client…
Added 6 hours ago
M
Manager, National Tax Services
MNP
Markham, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 6 hours ago
M
Manager, National Tax Services
MNP
Toronto, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 9 hours ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
Lead, inspire and develop a team of 24 HR professionals across business partnering, talent acquisition, total rewards, HR operations, and learning and development
Added 11 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
Added 13 hours ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 16 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 17 hours ago
M
Manager, National Tax Services
MNP
Mississauga, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 20 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
St. John's, NL
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 20 hours ago
OI
Evening ECE Instructor
Oxford International
Halifax, NS
- $26,208 USD / year
- Part-time
The PT Hybrid ECE Instructor (evenings) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE…
Added 21 hours ago
M
Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 21 hours ago
OI
Evening ECE Instructor
Oxford International Education Group
Halifax, NS
- $26,208 USD / year
- Part-time
The PT Hybrid ECE Instructor (evenings) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE…
Added 21 hours ago
OI
ECE Instructor
Oxford International
Halifax, NS
- $59,280 USD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 22 hours ago
NB
Banking Advisor
National Bank of Canada
Blainville, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 22 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 22 hours ago
OI
ECE Instructor
Oxford International Education Group
Halifax, NS
- $59,280 USD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 23 hours ago
T
Senior Personal Banker - Home Borrowing
TD
Brampton, ON
- Full-time
Added 23 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…administration, and operational excellence within a fast-paced investment advisory practice. The ideal candidate is proactive, collaborative, and comfortable managing multiple priorities…
Added 23 hours ago
T
Tax Estate Planner
TD
Montreal, QC
- Full-time
Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists…
Added 23 hours ago
T
Senior Personal Banker Trainee – Home Borrowing
TD
Toronto, ON
- Full-time
Added 23 hours ago
T
Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
TD
Toronto, ON
- Full-time
We are looking for a Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory to join our team in Canada. The ideal candidate must have compliance experience in the…

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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