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Added 1 hour ago
WR
Nurse 2 - HC DS Nursing St James
Winnipeg Regional Health Authority (WRHA)
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Registered Nurse (RN) provides nursing…
Added 1 hour ago
BU
Retail Relationship Banker
BMO U.S.
MB · Manitoba, Canada
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 1 hour ago
BU
Retail Relationship Banker
BMO U.S.
NB · New Brunswick, Canada
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- 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 2 hours ago
NB
Senior ESG Data Engineering Developer
National Bank of Canada
Montreal, QC
- Full-time
…developers on the it-Finance team and report to the Asset Management Manager. Our team stands out for its client-centric commitment, spirit of collaboration and desire for continuous…
Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, 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 2 hours ago
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Branch Manager in Training
BMO
Montreal, QC
- Full-time
Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
Added 2 hours ago
FT
Assistant Manager, Calgary Crowfoot
Fountain Tire
Calgary, AB
- Other
Looking to accelerate your career? Fountain Tire Calgary Crowfoot is looking for a highly motivated leader to join the team as an Assistant Manager!
Added 3 hours ago
BU
Retail Relationship Banker
BMO U.S.
PE · Prince Edward Island, Canada
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
General Duty Nurse (N2) - Emergency
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
SH
Charge Laboratory Technologist
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general direction of the Laboratory Supervisor/Manager/Director or Designate, the Charge Medical Laboratory Technologist is responsible for the daily operation of their section of…
Added 3 hours ago
WR
Nurse 2 -HC DS Nursing St James
Winnipeg Regional Health Authority (WRHA)
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Registered Nurse (RN) provides nursing…
Added 3 hours ago
SC
Registered Practical Nurse (RPN) Supervisor
SOAR Community Services
Brantford, ON
- Up to $33.93 CAD / hour
- Full-time
…is a vital part of our Withdrawal Management and Treatment Services, supporting staff and clients within our residential Withdrawal Management and Treatment Services program. The program is…
Added 3 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
…inquiries and providing information related to our financial services and investment…
Added 3 hours ago
SH
Facility Patient Care Manager
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
The Facility Patient Care Manager is responsible for safe and effective clinical health services delivery and facility operations for a site/local geographical area when the health services…
Added 3 hours ago
BU
Retail Relationship Banker
BMO U.S.
Quebec, QC
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 3 hours ago
SH
Social Worker (BSW)
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 3 hours ago
SH
General Duty Nurse (N2) - Women's Health Mother Baby Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 3 hours ago
BU
Retail Relationship Banker
BMO U.S.
SK · Saskatchewan, Canada
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 3 hours ago
BU
Retail Relationship Banker
BMO U.S.
NL · Newfoundland and Labrador, Canada
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

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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