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Added 2 mins ago
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Stock Administrator - Holt Renfrew
Valentino
Vancouver, BC
- $21 to $23 CAD / hour
Provide support to the Sales Teams, ensuring efficient and fast replenishment of merchandise on the shop floor
Added 2 mins ago
Lead Piercer- Future Opportunities
Mejuri
Canada
As our Piercing Lead, you’ll be the heartbeat of the Mejuri Piercing Studio. Your mission? Elevate customer service, boost profitability, and create an environment where jewelry dreams come…
Added 2 mins ago
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Project Coordinator
REXEL
Edmonton, AB
- Full-time
…providing advice and guidance as required. Reporting to the Project Manager, you will provide a wide range of administrative support to the Project Management…
Added 2 mins ago
R(
Team Lead (Full time) - Vernon SmartCentres
Reitmans (Canada) Ltée/Ltd
Vernon, BC
- Full-time
Model a customer-first mindset by leading on the sales floor, resolving customer concerns, and ensuring every interaction reflects our service standards.
Added 2 mins ago
CC
Retail Shift Leader
Canna Cabana
Brooks, AB
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 2 mins ago
CC
Retail Shift Leader
Canna Cabana
Saskatoon, SK
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 2 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
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Sales Consultant
Sysco
Toronto, ON · Buckhead Toronto
- Full-time
This outside sales position focuses on promoting Sysco Buckhead's protein products and services, prospecting new business and building customer relationships, and achieving sales and profit…
Added 2 mins ago
RB
Assistant Branch Manager, Kennedy & Denison Branch
Royal Bank of Canada
ON · MARKHAM, Ontario
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 16 mins ago
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Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Intérêt marqué pour la vente, le développement des affaires, une expérience en service à la clientèle (centre d’appels, services bancaires ou commerce de détail, un atout)
Added 16 mins ago
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7734-Sales Help(H)
Lids
Lloydminster, AB
- $15 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each customer with the energy for an exceptional Lids experience, maintain our meticulous product…
Added 16 mins ago
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7734-3rd Key(H)
Lids
Lloydminster, AB
- $15.5 USD / hour
- Full-time
Manage store associates through thorough use of LIDS Training Programs, goal setting (for sales and tasks), and regular follow up when Store Manager is not present.
Added 16 mins ago
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5726 - 3rd Key
Lids
Sudbury, ON · Greater Sudbury, ON
- $18.1 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 16 mins ago
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Order Picker Full Time (Gloucester)
The Home Depot Canada
Ottawa, ON
- Full-time
…out of the store and loaded onto the truck. As part of the Service Desk team, Order Picker associates need to be comfortable handling basic customer order-related transactions, such as POS…
Added 16 mins ago
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5733-Sales Help(H)
Lids
Winnipeg, MB
- $16.4 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each customer with the energy for an exceptional Lids experience, maintain our meticulous product…
Added 16 mins ago
EM
AI Solutions Lead
EC Managed IT
Langley (District), BC · Langley, BC
- Full-time
· Write in plain language that an owner, a manager, or an administrator can trust.
Added 17 mins ago
Department Sales Manager, Apparel
Sporting Life Group
Mississauga, ON
As Golf Town’s Department Manager of Fashion Apparel, you will be responsible for telling a “fashion story of golf” through visually appealing product presentation and ensuring timely…
Added 17 mins ago
Produce Overnight - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Demonstrates superior customer service in accordance with Safeway’s programs
Added 17 mins ago
Corporate Store Supervisor II
Bulk Barn
Toronto, ON
The Corporate Store Supervisor II is responsible for directly working with the Corporate Store Manager and retail store team to ensure service excellence, business profitability and team…
Added 17 mins ago
Front Store Clerk
Neighbourly Pharmacy
Nelson, BC
Provide warm, friendly customer service by greeting all customers and handling inquiries courteously
Added 17 mins ago
DA
Automotive Body Shop Manager
Dueck Auto Group
Richmond, BC
- Full-time
Dueck Richmond is looking for an experienced Body Shop Manager. We are one of Canada’s largest automotive dealerships, operating four locations in Greater Vancouver: Dueck on Marine, Dueck…
Added 30 mins ago
WC
Directs Store Delivery Associate
Walmart Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…direct and local merchandise to ensure timely delivery to the sales floor, supporting a smooth shopping experience for customers. By helping keep merchandise flowing and available, you play…
Added 30 mins ago
WC
(CAN) Cosmetics Associate
Walmart Canada
Waterloo, ON
- Contract
…retail environment. In this role, you deliver excellent customer service while supporting the smooth flow of merchandise from the backroom to the sales floor. As a trusted partner in loss…
Added 30 mins ago
WC
(CAN) Cosmetics Associate
Walmart Canada
Waterloo, ON
- Contract
…retail environment. In this role, you deliver excellent customer service while supporting the smooth flow of merchandise from the backroom to the sales floor. As a trusted partner in loss…
Added 30 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Bridgewater, NS
- Full-time
…during the posted business hours. Supervise and support the OTC manager in their everyday duties and responsibilities. Ensure excellent patient experience, locate merchandise on the sales…

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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