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Added 27 mins ago
G
Seasonal Retail Sales Associate - Windsor Crossing
Gap
Lasalle, ON
- Part-time
…engaging and connecting with our customers by providing excellent customer service resulting in brand loyalty. You’re an expert in product and use your knowledge and experience to educate,…
Added 27 mins ago
G
Seasonal Retail Sales Associate - Toronto Eaton Centre
Gap
Toronto, ON
- Part-time
…If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join…
Added 27 mins ago
BR
Assistant Manager - Robson Centrepoint
Banana Republic
Vancouver, BC
- Full-time
…profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development. You are responsible for supporting the execution…
Added 27 mins ago
BR
Assistant Manager - S Edmonton Common
Banana Republic
AB · Edmonton, AB
- Full-time
…profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development. You are responsible for supporting the execution…
Added 43 mins ago
CH
Seasonal Holiday Retail Manager - Kildonan Place
Cherry Hill Programs
Winnipeg, MB
- Part-time
Previous leadership or management experience in retail, hospitality, customer service, or a similar environment
Added 58 mins ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 58 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 58 mins ago
M
AI Business Solutions
Microsoft
Calgary, AB
- Full-time
…the Copilot portfolio, strong executive communication skills, customer-centric leadership, and the ability to lead virtual teams across Microsoft, partner organizations, and customer…
Added 1 hour ago
PC
Full Time Retail Team Lead, St. Laurent Shopping Centre
Purdys Chocolatier
Ottawa, ON
- Full-time
Job Overview: We are looking for an enthusiastic Team Lead to assist with leading towards success at our shop in St. Laurent Shopping Centre. The team Lead reports to the Shop Management…
Added 1 hour ago
SC
shift supervisor - Store# 84958, TAUNTON GARDENS
Starbucks Coffee Company
Whitby, ON
- Full-time
…executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to create the Starbucks Experience for our customers by providing legendary…
Added 1 hour ago
KS
Retail Sales Consultant
Kognitive Sales Solutions
Delta, BC
- Full-time
Provide expectational customer service ensuring customers have a great experience
Added 2 hours ago
CL
Senior Beauty Sales Consultant
Chatters Limited Partnership
Nelson, BC
- Part-time
We are looking for a Senior Beauty Sales Consultant at our Chahko Mika Mall, Nelson Retail Salon!
Added 2 hours ago
L
Assistant Manager, Guest Experience | Contract August 2026 - June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
Lead an exceptional guest (customer) experience on the floor through assessing the level of guest connection and technical product education and supporting team members to address gaps…
Added 2 hours ago
L
Guest Experience Lead | Place Ste-Foy
lululemon
Quebec, QC
- Full-time
…d’embauche du magasin et agit à titre de superviseur(e) en service lorsqu’il ou qu’elle dirige le…
Added 2 hours ago
L
Assistant Manager, Guest Experience | Place Ste-Foy
lululemon
Quebec, QC
- Full-time
Added 2 hours ago
Retail Experience Lead
Fire & Flower Inc.
Oshawa, ON
The Retail Experience Lead maintains store appearance and product presentation to company standards and acts as a knowledge resource for team members. Duties include but are not limited to…
Added 2 hours ago
S
Operations Lead - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
As Team Lead, Operations, you will be supporting all Operations related aspects of a specific Sephora store location. This includes direct management of all members of the Operations team.…
Added 2 hours ago
SC
shift supervisor - Store# 82564, 350 BAY STREET
Starbucks Coffee Company
Toronto, ON
- Full-time
…executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to create the Starbucks Experience for our customers by providing legendary…
Added 2 hours ago
C
Mobile Financial Services Representative
CIBC
Boucherville, QC · Brossard, QC · Candiac, QC · Saint-Bruno, QC
- Full-time
Sales and Service Execution- Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and…
Added 3 hours ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON · Keele, North York, ON
- $19 to $21 CAD / hour
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 3 hours ago
Lead Alterations Specialist
David's Bridal
Woodbridge, ON
…sold by them and taking care of them with one of the highest customer service scores in…
Added 3 hours ago
GD
DYNAMITE - Team Leader FT - Centre Eaton Montreal
Groupe Dynamite, Inc Garage
Montreal, QC
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 3 hours ago
GD
DYNAMITE - Team Leader FT - Carrefour de L'Estrie
Groupe Dynamite, Inc Garage
Sherbrooke, QC
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 3 hours ago
L
Guest Experience Lead | SASKATOON
lululemon
Saskatoon, SK
- Full-time
1 year retail or customer experience (e.g., guest resolution, navigating difficult conversations)
Added 3 hours ago
BP
Front End Lead
Bass Pro Shops
Nanaimo, BC
- Full-time
Reporting to the Group Sales Manager, the Retail Lead is responsible for overseeing the successful day to day operation of a retail store department.

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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