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Added 7 mins ago
MC
Retail Location Coordinator
Midwest co-operative services
Saugeen Shores, ON
- $21 to $25.5 CAD / hour
- Full-time
…Location Coordinator. Under the direction of the Retail Location Manager, the Retail Location Coordinator supports the daily operations of a single MCS retail location specializing in farm…
Added 7 mins ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Edmonton, AB
- $60,000 to $72,000 CAD / year
- Full-time
The Territory Sales Manager represents the company and manages relationships with customers. This role is focused on achieving targets and maintaining current relationships with dealerships…
Added 7 mins ago
EI
Inside Sales Representative - Automotive
EBlock Inc.
NB · NS · PE
- Full-time
Work closely with your Territory Sales Manager, and others in your territory, to quickly and efficiently work IF bids post sale day.
Added 7 mins ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Calgary, AB
- $60,000 to $72,000 CAD / year
- Full-time
Every vehicle that changes hands on EBlock started with a relationship - and as Territory Sales Manager, those relationships start with you. You'll be out with dealership decision-makers…
Added 7 mins ago
Customer Service Representative Level 2
Transx Ltd
Rosser, MB
The TransX Group of Companies has an exciting opportunity for a Customer Service Representative – Level 2 to join the Customer Service department. Reporting to the Customer Service Manager…
Added 7 mins ago
Customer Service Administrator
Transx Ltd
New Westminster, BC
The TransX Group of Companies has an exciting opportunity for a Customer Service Administrator to join the Terminal Operations department in Vancouver. Reporting to the Terminal Manager,…
Added 7 mins ago
MS
Account Executive, Cardiology
Myant Shared Service Corp.
Mississauga, ON
- Full-time
…driving adoption and revenue of Myant’s cardiac monitoring service across cardiology practices, community diagnostic clinics and hospital cardiology departments, initially across…
Added 7 mins ago
SI
Sales Associate
Staples Inc.
Kamloops, BC
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 7 mins ago
Vape / Budtender PT
True North Construction Company
Timmins, ON
Lead the sales floor in the absence of a manager and delegate tasks appropriately
Added 7 mins ago
SR
Sales Associate
Staples Retail
Victoria, BC
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 21 mins ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 22 mins ago
LF
Brick Associate, Sales
Leons Furniture Limited
Kelowna, BC
- $42,000 to $125,000 CAD / year
- Full-time
Home Furnishings Retailer and actively seeking to expand our sales force. We
Added 22 mins ago
CF
Inside Sales and Service Representative
Calgary Fasteners Tool
Nanaimo, BC
- Up to $21.54 CAD / hour
We are seeking a reliable and motivated Inside Sales & Service Representative to join our growing team at our ONO Work & Safety Nanaimo location. As an Inside Sales & Service…
Added 22 mins ago
BS
Food Service Area Supervisor
Bento Sushi
Ottawa, ON
- Up to $50,000 CAD / year
- Full-time
…given to applicants with previous experience working as a; food service supervisor, area supervisor: food; district supervisor; regional supervisor; shift supervisor; assistant general…
Added 22 mins ago
BS
Regional Manager (Food Service)
Bento Sushi
Ottawa, ON
- Up to $60,000 CAD / year
- Full-time
The Franchise Regional Manager will oversee the operations of franchise stores within a designated region in Ottawa. This role ensures that franchisees meet Bento's operational standards,…
Added 22 mins ago
WG
Branch Manager
WGI Group
ON
- $90,000 to $125,000 CAD / year
- Full-time
Reporting to the Senior Vice President, the Branch Manager has overall responsibility for the performance of the branch, including operations, production, sales and customer relationships,…
Added 22 mins ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Act as the primary owner of the sales support Jira service desk, triaging, tracking, and managing internal and external technical sales requests, such as solution building and modelling.
Added 36 mins ago
Account Manager
Ask-AI
Toronto, ON
…platform runs products already live in production, including Self-Service, Knowledge, Triage, Assist, Intelligence, Alerting, and QA, all sharing one foundation so they ship fast and…
Added 1 hour ago
FM
Finance Officer (NOC 12200)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Fresh Market Foods is a growing retail business dedicated to delivering exceptional service and high-quality products to our valued customers. We are seeking a meticulous and dependable…
Added 1 hour ago
MA
Account Manager
Mosaic AI
Toronto, ON
- Other
…platform runs products already live in production, including Self-Service, Knowledge, Triage, Assist, Intelligence, Alerting, and QA, all sharing one foundation so they ship fast and…
Added 1 hour ago
Part Time Tailor
Moores Clothing
Sarnia, ON
Assist in training sales staff on tailoring fundamentals, including marking, fitting, measuring and pressing techniques.
Added 1 hour ago
WC
(CAN) Consumables Associate
Walmart Canada
Antigonish, NS
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 2 hours ago
TH
Associé(e) aux ventes (saisonnier) (Temps partiel)
The Home Depot Canada
Montreal, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 2 hours ago
TH
Associé(e) aux ventes (saisonnier) (Temps partiel)
The Home Depot Canada
Montreal, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 2 hours ago
GP
Sales Manager
Groomingdale’s Petvalu
Lac la Biche, AB
- Full-time
Role Description The Sales Manager role at Groomingdale’s Petvalu is a full-time, on-site position located in Lac La Biche, AB. In this role, the Sales Manager oversees daily store sales…

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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