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Added 25 mins ago
YO
Assistant Educator (PT Permanent) - Avalon Y
YMCA of the National Capital Region
ON · Orleans, ON
- Part-time
At the Y, you will be part of a vibrant and diverse network of people whose shared vision is to change lives and make our communities home to the healthiest children, teens, adults, and…
Added 40 mins ago
T
District Manager - Palm Springs / San Diego
Towne
NB · Chiasson Office, NB
- Full-time
…staffing and scheduling at their sites. Meets regularly with the Manager of Talent Operations to analyze labor trends and staffing levels to accurately forecast staffing needs. Partners…
Added 40 mins ago
BG
Exterior Surface & Paint Centre Intern - Placement Year
BMW Group
Goodwood, ON
- Internship
…long-term framework - all with the intention to enact positive change and continue our pursuit of proactive responsibility. Plus, we pride ourselves on providing a friendly, supportive…
Added 40 mins ago
BG
Interior Surface Centre - Placement Year
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Goodwood, ON
- Internship
…long-term framework - all with the intention to enact positive change and continue our pursuit of proactive responsibility. Plus, we pride ourselves on providing a friendly, supportive…
Added 40 mins ago
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Production Management Engineering, Interior Surface Centre - Placement Year
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Goodwood, ON
- Internship
…long-term framework - all with the intention to enact positive change and continue our pursuit of proactive responsibility. Plus, we pride ourselves on providing a friendly, supportive…
Added 40 mins ago
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Exterior Service Planning - Placement Year
BMW Group
Goodwood, ON
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…long-term framework - all with the intention to enact positive change and continue our pursuit of proactive responsibility. Plus, we pride ourselves on providing a friendly, supportive…
Added 1 hour ago
CS
Casual Educational Assistants - Multiple Locations - #4130
Chinook School Division #211
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- Full-time
Added 1 hour ago
J
Talent Acquisition Manager
Jobgether
Canada
- Full-time
A continuous improvement mindset, strong change management capabilities, creative problem-solving skills, and an ability to evaluate and implement innovative recruiting strategies are…
Added 1 hour ago
Quality Assurance - Quality Assurance Manager
Recruitment Team
Canada
Maintain and continuously improve the Quality Management System, including SOPs, deviations, CAPAs, change controls and validation activities.
Added 2 hours ago
PC
PwC Private, Manager Bilingual (EN/FR)
PwC Canada
QC · Clarke City, QC
- Full-time
…Domestic Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Statement Analysis, Inclusion, Income Tax Provisions, Information…
Added 2 hours ago
RI
Senior Project Manager
Reliance Impact
Toronto, ON
- $140,000 to $160,000 CAD / year
- Full-time
Oversee procurement, tendering, contract negotiations and change management.
Added 2 hours ago
AS
Customer Service Rep. - Atomic NA, Specialty & Key Accounts
Amer Sports
Belleville, ON
- Other
…delivery blocks and ensure the reps/dealers are notified of a change in…
Added 2 hours ago
WI
Senior Technical Manager, Water Resources Engineering
WSP in Canada
Mississauga, ON
- Full-time
Based in Mississauga, Ontario, you will join our Southern Ontario Mine Water Team as a Senior Technical Manager, Water Resources Engineering - a leadership‑in‑practice role where your…
Added 3 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
AB · Edmonton, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 3 hours ago
NP
Quality Management System (QMS) Lead
NWI Precision
Toronto, ON · North York, ON
- $85,000 to $110,000 CAD / year
- Full-time
…time. NWI Precision is currently seeking an experienced Quality Management System (QMS)…
Added 4 hours ago
C
Amusement Host (Seasonal) - The Rec Room Square One
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Added 4 hours ago
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Familiarity with ITIL-aligned incident, problem, and change management.
Added 5 hours ago
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General Manager- Leadership Expansion Program
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- Full-time
…their development, while waiting to assume the role of General Manager in a branch location. A new branch location can become available in several ways: Acquisition, Greenfield or internal…
Added 5 hours ago
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EastSide Centre - Manager on Duty (18 years and older), Part-time, Year-Round
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Mine Centre, ON
- Part-time
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Added 5 hours ago
CO
Business Advisor
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- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 5 hours ago
CO
Application & Integration Technical Analyst
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Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 6 hours ago
TC
Product Commercialization Manager
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are looking for a highly hands-on Product Commercialization Manager to help us accelerate the pace at which we bring new products and ideas to market.
Added 6 hours ago
A
Civil Engineering Graduate - Highway Design
AECOM
Pickering, ON
- $60,000 to $75,000 CAD / year
- Full-time
Working under supervision of a project manager or senior-level team member and assist with tasks including preparing engineering related calculations, drawings, and visual aids
Added 6 hours ago
A
Civil Engineering Graduate - Highway Design
AECOM
North Bay, ON
- $60,000 to $75,000 CAD / year
- Full-time
Working under supervision of a project manager or senior-level team member and assist with tasks including preparing engineering related calculations, drawings, and visual aids

BMO

Financial Planner

Toronto, ON, Canada

Full-time

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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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