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Added 12 mins ago
J
Assistant Maintenance Manager
JLL
Burnaby, BC
- Full-time
The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems…
Added 27 mins ago
A
Retail Sales Representative
Acosta
London, ON
- Part-time
As a member of our sales team, you will be responsible for calling customers in order to communicate and execute sales and merchandising strategies, promotions, and guidelines. In this…
Added 40 mins ago
DF
Store Manager | City Place
Decisive Farming by TELUS Agriculture
Winnipeg, MB
- Full-time
As a Store Manager with our TELUS family, you are first and foremost a leader.
Added 42 mins ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Regina, SK · Saskatoon, SK · Glencairn Thrift Store
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 42 mins ago
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Store Associate
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Newmarket, ON
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Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 42 mins ago
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Sr. Infrastructure Engineer - Patching
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Toronto, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 42 mins ago
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Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC, this…
Added 42 mins ago
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Mortgage Specialist
BMO
Duncan, BC · Nanaimo, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Added 42 mins ago
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Mortgage Specialist
BMO
BC
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Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Surrey, BC
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Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
North Vancouver, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
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Mortgage Specialist
BMO
Kelowna, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Penticton, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
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Mortgage Specialist
BMO
New Westminster, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Vancouver, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Maple Ridge, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 42 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Added 57 mins ago
J
Assistant Maintenance Manager
JLL
Pitt Meadows, BC
- Full-time
The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems…
Added 1 hour ago
A
Retail Sales Representative
Acosta
Longueuil, QC
- Full-time
As a member of our sales team, you will be responsible for calling customers in order to communicate and execute sales and merchandising strategies, promotions, and guidelines. In this…
Added 1 hour ago
R
Manager, Complex Property Tax
Ryan
Calgary, AB
- Full-time
The Property Tax Manager ("Manager") oversees a team of Senior Consultants/Consultants to deliver property tax consulting services for assigned clients. The Manager maintains existing…
Added 1 hour ago
SA
Assistant Restaurant Manager
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Dorval, QC
- Full-time
Join our team as an Assistant Restaurant Manager in the Montreal Trudeau Airport!
Added 1 hour ago
C&
Assistant Facilities Manager
Cushman & Wakefield
Toronto, ON
- Full-time
Under the strategic direction of the Facilities Manager, the Assistant Facilities Manager plays a pivotal role in ensuring the seamless operation of a designated facility, portfolio of…
Added 1 hour ago
D
Account Manager
Desjardins
Amqui, QC · Beauharnois, QC · Gatineau, QC · L'étang-du-nord, QC · La Pocatière, QC · Maria, QC · Montreal, QC · Quebec, QC · Rimouski, QC · Rivière-du-Loup, QC · Vaudreuil-Dorion, QC
- Full-time

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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