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Added 9 mins ago
S
store manager, Central and South Calgary. A.B
Starbucks
Calgary, AB
- $61,000 to $80,875 USD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 9 mins ago
FS
d'Administrateur des ventes, Bilingue - Sales Administrator, Bilingual
Federal Signal Corporation
Innisfil, ON
- Full-time
Added 9 mins ago
SD
Designated Custodian
School District 60
Wonowon, BC
- Full-time
…the site Administrative Officer(s) and the Custodial Working Lead, this position is responsible for the custodial and minor building maintenance work in the cleaning of School District…
Added 9 mins ago
TB
Mental Health Worker (1.0 FTE Temporary Contract to November 2027)
Thunder Bay Catholic District School Board
Thunder Bay, ON
- Contract
Providing individual and/or family counselling and support to students as determined necessary by the Mental Health Lead;
Added 9 mins ago
NG
Assistant Secretary Treasurer
Northern Gateway Public Schools
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
…students thrive. Behind our vibrant schools is a dedicated team of professionals focused on operational excellence, transparency, and innovation. We are seeking a forward-thinking,…
Added 9 mins ago
NL
C2627-34 Complexity Team Teacher - Cold Lake Junior High & Cold Lake High School
Northern Lights Public Schools
Bonnyville, AB
- Full-time
C2627-34 - Complexity Team Teacher - Cold Lake Junior High & Cold Lake High School
Added 9 mins ago
P
Retail Operations Manager
PetSmart
Ottawa, ON
- Full-time
Our associates are the heart of Team PetSmart. Together, we're building the best team in retail through our values-based culture, connection, and teamwork. Our goal is to create a culture…
Added 9 mins ago
CO
lifeguard
City of Dawson Creek
Dawson Creek, BC
- Full-time
Lead groups and individuals in recreational or leisure programs
Added 9 mins ago
P
Retail Operations Lead
PetSmart
Burlington, ON
- Full-time
PetSmart does Anything for Pets – JOIN OUR TEAM!
Added 9 mins ago
S&
Retail Store Manager
SPIER & MACKAY
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Spier & Mackay is looking for a Retail Store Manager to lead our Heartland & new downtown Toronto location. This role is responsible for overseeing daily store operations, driving sales…
Added 10 mins ago
KS
Field Sales Repersentative
Kognitive Sales Solutions
Spruce Grove, AB
- Full-time
Kognitive Sales Solutions is seeking an Entry Level Field Sales Representative to join our growing team in Cambridge. This full-time, on-site position offers an exciting opportunity to…
Added 10 mins ago
Seasonal Retail Associate - Hourly - Stores
Fossil Group
Mississauga, ON
We’re building what’s next at Fossil Group - and that chapter starts now. We have a vision to lead the industry in bold innovation across our products, experiences, and the way we connect…
Added 10 mins ago
FG
Seasonal Sales Associate - Part Time
Fossil Group
Toronto, ON
- Part-time
We’re building what’s next at Fossil Group - and that chapter starts now. We have a vision to lead the industry in bold innovation across our products, experiences, and the way we connect…
Added 10 mins ago
BC
Full-Time Community Living Support Worker
Brampton Caledon Community Living Inc
Brampton, ON
- Full-time
…disability in partnership with their families and the community to lead enriched and meaningful lives. We are looking for caring, dynamic and responsive support workers who have experience…
Added 10 mins ago
BC
Part-Time Community Living Support Worker
Brampton Caledon Community Living Inc
Brampton, ON
- $23.78 to $24.65 CAD / hour
- Part-time
…disability in partnership with their families and the community to lead enriched and meaningful lives. We are looking for caring, dynamic and responsive support workers who have experience…
Added 10 mins ago
TM
Class 1 Driver
TruGreen Metal Recycling
Olds, AB
- $90,000 to $105,000 CAD / year
- Full-time
…roles including Skid Steer Operator and Excavator Operator/Crew…
Added 10 mins ago
B
Bar Supervisor
Basecamp
Canmore, AB
- Up to $22 CAD / hour
- Full-time
Everwild is a growing chain of boutique Nordic spas and hotels based in Canmore. We are an energetic team driven by our core values and providing our guests a home away from home.
Added 26 mins ago
RS
Executive Assistant and Business Operations Manager
Resolve Sleep Health
Oakville, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are currently seeking an Executive Assistant and Business Operations Manager to join our team, based in Oakville, Ontario.
Added 26 mins ago
EI
Inside Sales Representative - Automotive
EBlock Inc.
NB · NS · PE
- Full-time
…decision-making and do not replace individualized review by our hiring team. E INC is committed to using these technologies responsibly and in compliance with applicable laws and…
Added 26 mins ago
EI
Software Development Manager
EBlock Inc.
Canada
- $160,000 to $180,000 CAD / year
- Full-time
We are looking for a hands-on Software Development Manager to lead one of our engineering teams within EDealer, reporting to the Sr. Director of Product and Engineering. This is a role for…
Added 26 mins ago
BI
Culinary - First Cook
Bingemans Inc
Kitchener, ON
- $21 to $23 CAD / hour
Lead by example and support the development of junior team members
Added 26 mins ago
Customer Service Representative Level 2
Transx Ltd
Rosser, MB
Team Leadership & Support: Oversee and lead the CSR team, providing on-the-job support, coaching, and training to team members while leading by example.
Added 26 mins ago
TL
Customer Service Representative
Transx Ltd
Rosser, MB
- Full-time
…employees, and over 4000 trucks, trailers, and containers, our team is dedicated to building strong business relationships and providing service excellence to support our customer’s…
Added 26 mins ago
TL
Customer Service Representative
Transx Ltd
Rosser, MB
- Part-time
…employees, and over 4000 trucks, trailers, and containers, our team is dedicated to building strong business relationships and providing service excellence to support our customer’s…
Added 26 mins ago
TL
Accounting Specialist - Level 2
Transx Ltd
Rosser, MB
- Full-time
Team Leadership & Financial Support: Conduct ad hoc analysis as required to support strategic decision-making. Serve as a Lead within the Financial Reporting group by training new…

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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