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Added 22 mins ago
BU
Retail Relationship Banker
BMO U.S.
MB · Manitoba, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 22 mins ago
BU
Retail Relationship Banker
BMO U.S.
NB · New Brunswick, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 1 hour ago
B
Branch Manager in Training
BMO
Montreal, QC
- Full-time
…Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to…
Added 1 hour ago
BU
Retail Relationship Banker
BMO U.S.
PE · Prince Edward Island, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 1 hour ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
Job Posting TitleFinancial Business Services Coordinator
Added 1 hour ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
Attend all Pre-Bid meetings to document action items for follow through. Assist Project Manager in following up on Business Development action items.
Added 1 hour ago
AI
Finance Manager - Parkland Chrysler Dodge Jeep Ram
AutoCanada Inc.
Spruce Grove, AB
- $190,000 to $240,000 CAD / year
- Full-time
The Automotive Finance Manager is responsible for overseeing the finance and insurance (F&I) department, managing vehicle sales financing, insurance products, and ensuring compliance with…
Added 2 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
…addressing inquiries and providing information related to our financial services and investment…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
Quebec, QC
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
SK · Saskatchewan, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
NL · Newfoundland and Labrador, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
AB · Alberta, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
NS · Nova Scotia, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
BC · British Columbia, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
ON · Ontario, Canada
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
B
Relationship Manager
BMO
Saint-Hyacinthe, QC · Granby, QC
- Full-time
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and…
Added 2 hours ago
B
Business Banking Relationship Management
BMO
Montreal, QC · Brossard, QC
- Full-time
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and…
Added 2 hours ago
B
Business Banking Relationship Manager
BMO
Laval, QC
- Full-time
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and…
Added 2 hours ago
G
Deputy Program Manager, Airborne MAISR Program
govconcareershub.com
Ottawa, ON
- Full-time
We are currently hiring for a Deputy Program Manager (DPM) to support our Manned Airborne Intelligence, Surveillance and Reconnaissance (MAISR) In-Service Support (ISS) Program. This is a…
Added 2 hours ago
B
Office Manager
Binners
Toronto, ON · Etobicoke, ON
- $70,000 to $90,000 CAD / year
- Full-time
As we enter our next stage of growth, we are looking for an experienced Office Manager to take ownership of the day-to-day management of our office and administrative functions.
Added 3 hours ago
S
Asset Integrity Manager
Shell
Scotford, AB
- Full-time
…strategic funding through the SEAM process, the Asset Integrity Manager coordinates closely with the PET leadership team to manage demand and prioritize work. The position also leads a team…
Added 3 hours ago
VW
Key Account Manager Ontario - Barebells I Canada
Vitamin Well Group
ON · Ontario, Canada
- Full-time
As Key Account Manager – Grocery & Convenience, your primary focus will be growing our presence and share of shelf across key grocery and convenience accounts. You will support category…
Added 3 hours ago
CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
- $60,000 to $65,000 CAD / year
- Full-time
Collaboration: Work closely with the finance team of North America and business managers on financial tasks, providing insights into financial performance.
Added 4 hours ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
Act as the primary project manager for client onboarding, new project implementations, and change requests from scoping through go-live, owning level-of-effort estimates, project…
Added 4 hours ago
BC
PR Manager
BENEFIT COSMETICS SERVICES
Toronto, ON
- $70,000 to $80,000 CAD / year
- Contract
We’re seeking a strategic and connected PR Manager to lead Benefit Canada’s PR, media and influencer strategy. In this role, you’ll develop and execute innovative, on-brand initiatives that…

BMO

Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 16, 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: Oct 2, 2026

Original job description

Application Deadline:

10/15/2026

Address:

2859 Dundas Street West

Job Family Group:

Retail Banking Sales & Service

*Portuguese speaking is required 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.

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:

Pay Type:

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 investment advice and financial planning solutions to help customers achieve their goals. They are responsible for business development, managing client relationships, 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. They are also required to meet all regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Portfolio management
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Portuguese language

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Outbound Calling
Branch Referrals
Financial Industry
Regulatory Compliance
Strategic Advice
Customer Experience
Investment Strategies
Portfolio Management

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