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Added 27 mins ago
BU
Retail Relationship Banker
BMO U.S.
PE · Prince Edward Island, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 42 mins ago
CT
Contract Administrator
Convergint Technologies Ltd
Ottawa, ON · Calgary, AB · AB · Brantford, ON · Mississauga, ON · Regina, SK · Burnaby, BC · Dartmouth, NS · NB
- $60,000 to $65,000 CAD / year
Convergint is currently recruiting for a team-oriented, results-driven, Contract Administrator to join our amazing culture. Under direct supervision, the Contract Administrator will assist…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
Quebec, QC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
SK · Saskatchewan, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
NL · Newfoundland and Labrador, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
AB · Alberta, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
NS · Nova Scotia, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
BC · British Columbia, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
BU
Retail Relationship Banker
BMO U.S.
ON · Ontario, Canada
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 57 mins ago
B
Relationship Manager
BMO
Saint-Hyacinthe, QC · Granby, QC
- Full-time
…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…
Added 57 mins ago
B
Business Banking Relationship Management
BMO
Montreal, QC · Brossard, QC
- Full-time
…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…
Added 57 mins ago
B
Business Banking Relationship Manager
BMO
Laval, QC
- Full-time
…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…
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Surrey, BC
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Oakville, ON
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Toronto, ON · Scarborough, ON
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Quebec, QC
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Richmond Hill, ON
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Toronto, ON
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 2 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
Understand contract terms, renewal timelines and client commitments, ensuring proactive renewal strategies are in place.
Added 4 hours ago
WC
National Key Account Manager (Auto)
Wurth Canada
Guelph, ON
- $90,000 to $135,000 CAD / year
- Full-time
…you are looking for the opportunity to make a real impact, be part of a growing organization and grow personally and professionally, you have a future at…
Added 5 hours ago
B
Mortgage Specialist
BMO
Hamilton, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 5 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
…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…
Added 5 hours ago
B
Mortgage Specialist
BMO
North Bay, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 5 hours ago
B
Mortgage Specialist
BMO
Belleville, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 5 hours ago
B
Mortgage Specialist
BMO
Waterloo, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…

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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