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Added 1 min ago
SP
general manager - real estate management company
Summit Property Group (Canada)
Ottawa, ON
- Full-time
Added 2 hours ago
BC
Vice President, Counterparty Credit Risk / XVA Quant
BMO Capital Markets
Toronto, ON
- Full-time
…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…
Added 5 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
A career in our Risk Modelling Services team as a Property & Casualty (P&C) Actuary, will provide you with the opportunity to contribute risk modelling, general insurance advice and…
Added 5 hours ago
T&
Director, Cost and Commercial Management (Real Estate)
Turner & Townsend
Toronto, ON
- Full-time
…Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment…
Added 6 hours ago
B
Vice President, Counterparty Credit Risk / XVA Quant
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 6 hours ago
Bilingual Sr. Specialist, MU Servicing and Default Management
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
A professional designation such as Certified Property Manager (CPM), Canadian Risk Management (CRM), Chartered Professional Accountant (CPA0, Certified in Real Estate Finance (CRF), or any…
Added 7 hours ago
B
Mortgage Specialist
BMO
Fort St. John, BC
- Full-time
Added 7 hours ago
REVENUE CLERK 2
City of Toronto
Toronto, ON
Knowledge of Municipal Property Assessment Corporation and Assessment Review Board (MPAC/ARB) an asset.
Added 7 hours ago
J
Commercial Lines Insurance Producer ($150,000+ Commission Potential)
JobsMedia.io
Toronto, ON
- Full-time
2+ years of experience in property & casualty insurance
Added 7 hours ago
FR
Strata Property Accountant
FirstService Residential Canada
Vancouver, BC
- Contract
FirstService Residential is looking for a Full-Time Strata Property Accountant (12 month Contract) to join our Client Accounting team. This varied role provides accounting services to our…
Added 7 hours ago
VL
TOR Properties - Senior Accountant
Vantage Living
Edmonton, AB
- $75,000 to $85,000 CAD / year
- Full-time
Own the Books. Shape the Process. | Senior Accountant (Hybrid) – Edmonton, AB
Added 7 hours ago
Yardi Support Specialist (2 Year Contract)
Medallion Corporation
Toronto, ON
…look for talented and experienced people in all aspects of Property Management, Customer Service, Development, and Construction, people who are committed to delivering the very best in the…
Added 8 hours ago
CC
Senior Property Adjuster / Multiline Adjuster - Edmonton
Coast Claims Insurance Services
AB · Edmonton, AB
- Full-time
…communication, and negotiation skills, along with an understanding of property insurance policies and regulations. It is essential to maintain strong relationships, ensuring exceptional…
Added 9 hours ago
JA
Base Administrator
Jazz Aviation LP
Vancouver, BC
- Full-time
Coordinate with terminating pilots ensuring all company property is returned.
Added 9 hours ago
TM
Administrative Assistant
The M1 Group Investments
Vancouver, BC
- Full-time
Administrative Assistant – Construction & Residential Property
Added 9 hours ago
W
Financial Controller
Winchesters
Toronto, ON
- $150,000 to $160,000 CAD / year
- Full-time
Our client is a growing property management company in Toronto looking for a Financial Controller to oversee the accounting/finance for this diverse and interesting portfolio. This company…
Added 10 hours ago
MR
Inventory Data Management Specialist
MGM Resorts International
NB · Chiasson Office, NB
- Full-time
As a Corporate or Property Inventory Data Management Specialist you will be responsible for all inventory management operations in accordance with the guidelines established through the…
Added 10 hours ago
TP
Sr Accountant
Tor Properties Management Inc.
AB · Edmonton, AB
- Full-time
Own the Books. Shape the Process. | Senior Accountant (Hybrid) – Edmonton, AB
Added 10 hours ago
EI
Sr Manager, Product Owner
Economical Insurance
Waterloo, ON
- Full-time
…design and delivery of the Business and Technology Roadmap for Property & Casualty to achieve a best-in-class customer experience and effective operational scalability, ensuring strategic…
Added 11 hours ago
A
Regional Service Agent
Allstate
Thunder Bay, ON
- Full-time
Employee discounts (15% on auto and property insurance, plus many other products and services)
Added 11 hours ago
AI
Student Intern
Allianz Insurance
Toronto, ON
- Full-time
Allianz Commercial (AzC) specializes in corporate property insurance for the most complex and challenging risk exposures in more than 200 countries and territories. Allianz Commercial (AzC)…
Added 11 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
ON · Ontario, Canada
- Full-time
Added 11 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
BC · British Columbia, Canada
- Full-time
Added 11 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
AB · Alberta, Canada
- Full-time
Added 11 hours ago
TP
Sr Accountant
Tor Properties
AB
- $75,000 to $85,000 CAD / year
- Full-time
Own the Books. Shape the Process. | Senior Accountant (Hybrid) – Edmonton, AB

BMO

Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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