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Added 10 mins ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming…
Added 10 mins ago
L&
Sales and Rental Associate / Account Services Representative
Long & McQuade Musical Instruments
Ottawa, ON
- Full-time
Provide regular status reports to the Store Manager
Added 10 mins ago
CN
Infant Toddler Child Care Worker Full-Time, Term Certain (Mat leave) Internal/External Job Posting #CH20-26-01
Collingwood Neighbourhood House Society (Official)
Renfrew, ON
- Full-time
Location: Collingwood Neighbourhood House Infant & Toddler (5288 Joyce Street)
Added 10 mins ago
X
Concrete Coring Technician, Trainee
XRSounder
Burnaby, BC
- Full-time
Please submit your resume and cover letter online (ideally, in one document!). While we thank all candidates who apply, only those deemed qualified by the hiring manager will be contacted.
Added 10 mins ago
AG
Project Manager
Artitalia Group Inc.
Montréal-Est, QC
- Full-time
We’re looking for a motivated and hands-on Project Manager with a technical background in wood and metal manufacturing who’s eager to learn our processes, grow within the role, and take…
Added 10 mins ago
CC
St. Paul - Temporary Contract Merchandiser
Coca-Cola Canada Bottling Limited
AB · Blackfoot, AB
- Part-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 10 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 25 mins ago
TC
Assistant Store Manager Winners Homesense Luckakuck Way
TJX Canada – Winners, Marshalls, HomeSense
Chilliwack, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 25 mins ago
TC
Assistant Store Manager Winners Chinook Centre
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 55 mins ago
WC
(CAN) Stock Unloader Department Manager
Walmart Canada
Estevan, SK
- Full-time
…merchandise all in a safe and clean environment. This Department Manager will function as a lead of a team to strategically plan and execute duties based on workload and operational…
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Williams Lake, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 55 mins ago
WC
(CAN) Front End Checkout Team Associate(Cashier)
Walmart Canada
Courtenay, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 55 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Winnipeg, MB
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 55 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 55 mins ago
FN
EDGE Program, Technical Sales & Consulting: Account Manager (Canada)
FAMU National Alumni Association
Brampton, ON
- Full-time
Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
Added 55 mins ago
WC
Dairy / Frozen Department Manager
Walmart Canada
Surrey, BC
- Full-time
Position Summary...A Dairy/Frozen Department Manager co-ordinates the merchandise and activities of Associates in a department(s) of a Wal- Mart store through modular integrity, perpetual…
Added 56 mins ago
CK
Senior Manager, Financial Information and Control
Circle K
Laval, QC
- Full-time
Location : On site, Laval (4204, boul. Industriel, Laval)
Added 1 hour ago
LA
Detailer
Lift Auto Group
Edmonton, AB
- Up to $17 CAD / hour
- Full-time
Added 1 hour ago
NP
Project Manager
Newmar Power LLC
Burnaby, BC
- $120,000 to $138,000 USD / year
- Full-time
The Project Manager plays a critical leadership role in overseeing complex projects from initiation through completion, ensuring alignment with organizational goals and client expectations.
Added 1 hour ago
I
Process/Project Engineer
Innophos
Port Maitland, ON
- $90,000 to $105,000 CAD / year
- Full-time
Serves as project manager on projects. Responsible for the development, implementation, and management of any projects assigned to them as their project. Supervise plant personnel and…
Added 1 hour ago
M
Senior Manager, Organic Growth
Mistplay
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Mistplay is seeking a strategic and hands-on Senior Manager of Organic Growth to help build and scale the organic acquisition engine for our fast-growing rewarded gaming platform. This…
Added 1 hour ago
T
Senior IT Developer
TD
London, ON · Toronto, ON · Mississauga, ON
- Full-time
You’ll be expected to work primarily onsite at a TD location for meetings, team events and experiences. The hiring manager will provide more information about how this works for their team.
Added 1 hour ago
T
Modelling / Forecasting Senior Analyst (Quants)
TD
Toronto, ON · Markham, ON
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…

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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