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Added 10 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Bridgewater, NS
- Full-time
Lead the Pharmacy and OTC teams including participation in the recruitment and interviewing of candidates, train all associates on OBWs/SOPs and Walmart workflow and ensures their…
Added 10 mins ago
RP
Operations Supervisor - Nights
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Lead incident investigations and ensure corrective actions are completed
Added 11 mins ago
LT
Shipper/Receiver
LMI Technologies
Burnaby, BC
- $45,899 to $57,370 CAD / year
- Full-time
Reporting to the Shipper/Receiver Team Lead, the Shipper/Receiver supports the accurate and timely movement of materials and finished goods. Responsibilities include picking, packing,…
Added 11 mins ago
CR
Parts & Sales Support Specialist - Refrigeration & HVAC
CIMCO Refrigeration
Moncton, NB
- Full-time
CIMCO is looking for a Parts & Sales Support Specialist to support our service, sales, and project teams across Atlantic Canada. This position can be based out of either our Dartmouth, Nova…
Added 11 mins ago
MB
Assistant Taproom Manager
Muskoka Brewery
Bracebridge, ON
- Full-time
Working with the Taproom Manager to implement an aggressive Brewery sales plan to identify opportunities and develop an annual execution plan and budget.
Added 11 mins ago
VA
Maintenance Apprentice - (M Rotational)
Voyageur Aviation
Trenton, ON
- Full-time
As a key member of the Line Maintenance, Trenton team, the Maintenance Apprentice will report to the Crew lead supervisor, and will be responsible for performing aircraft inspections,…
Added 26 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Halifax, NS
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 26 mins ago
I
Représentant(e) de Ventes Pharmaceutique / Pharmaceutical Sales Representative
Impres
Montreal, QC
- Full-time
As a Pharmaceutical Sales Representative you will be promoting an innovative product that positively impacts patient lives. You will have the opportunity to develop long lasting…
Added 26 mins ago
TA
Field Marketing Manager - 12-month maternity contract
The Adaptavist Group
Pickering, ON
- Full-time
Support sales enablement and ensure the team is enabled across all related marketing campaign outreach and qualified lead follow-ups.
Added 26 mins ago
DF
Sales Specialist
DK Flooring Expert
Brampton, ON
- Full-time
Candidates should possess solid Sales skills, including lead generation, consultative selling, and closing techniques in a retail or home improvement environment.
Added 26 mins ago
NP
Senior Accountant
Northway Pharmacy
Winnipeg, MB
- Full-time
Manage bank, sales, credit card, account, and supplier reconciliations
Added 27 mins ago
B
Manager, Media Partnerships
BMO
Toronto, ON · YNG
- Full-time
CRM Hygiene: Take full responsibility for ongoing CRM data integrity, ensuring that all sales activities, lead stages and closing probabilities are tracked, updated and reported…
Added 27 mins ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
Build and maintain strong relationships with Private Banking, BMO Nesbitt Burns, and other frontline sales teams.
Added 27 mins ago
B
Private Banking Officer (Contract)
BMO
Edmonton, AB · Enbridge
- Full-time
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Added 27 mins ago
B
Mortgage Specialist
BMO
Toronto, 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 27 mins ago
BB
Retail Associate (Part Time)
Best Buy Canada
Kamloops, BC
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 27 mins ago
Developer/Technical Architect - Microsoft D365 Customer Engagement
EY
Toronto, ON · Vancouver, BC
EY is looking for a Developer/ Technical Architect – Microsoft Dynamics 365 Customer Engagement across Sales and Customer Service and Customer Insights Journey & Data, Contact Center, Field…
Added 42 mins ago
IR
Regional Fundraising Manager - Southern Alberta
Islamic Relief Canada
Calgary, AB · AB
- Full-time
Lead, manage and motivate a team of fundraisers to achieve the national fundraising strategy, providing clear guidelines, plans, and deliverables.
Added 42 mins ago
CC
Retail Shift Leader
Canna Cabana
Milton, ON
- $19 to $21 CAD / hour
- Full-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 42 mins ago
CC
Retail Shift Leader
Canna Cabana
Ottawa, ON · Rideau, Ottawa, ON
- $19 to $21 CAD / hour
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 42 mins ago
CC
Retail Shift Leader
Canna Cabana
Ottawa, ON · Byward, Ottawa, ON
- $19 to $21 CAD / hour
- Full-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 42 mins ago
M(
Product Marketing Manager
MaintainX (An Autodesk Company)
Toronto, ON
- Full-time
Plan and run launches for mid-tier (P2) products end to end, and lead a major workstream on our biggest (P1) launches, so sales and customer teams are ready on launch day.
Added 42 mins ago
RB
Lead Product Owner - Salesforce
Royal Bank of Canada
Toronto, ON
- Full-time
…will enable over 35,000 employees to provide a best in class sales and service capabilitites deepen relationship with all clients. Client360 is a CRM platform and the primary Advisor…
Added 42 mins ago
H
Sales Engineer, Eastern Canada
Horizon3
Remote, Canada
- Full-time
- Remote
…security culture, cybersecurity skills shortage, and the long lead time and expense of hiring outside consultants. Collectively, we are a team of learn it alls, committed to a culture of…
Added 42 mins ago
P
GTM Enablement Manager
Procurify
Remote, Canada
- Full-time
- Remote
…performance and effectiveness of all GTM teams - including Sales, Customer Experience (CX), and Partnerships. Rather than treating enablement as a series of one-off trainings, you'll…

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.

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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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