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Added 7 mins ago
SB
Kitchen Team Member
Splitsville Bowl
Calgary, AB
- Part-time
Join Splitsville as a Kitchen Team Member and in return you'll get:
Added 7 mins ago
SB
Kitchen Team Member
Splitsville Bowl
Hamilton, ON
- Part-time
Join Splitsville as a Kitchen Team Member and in return you'll get:
Added 7 mins ago
SB
Team Member
Splitsville Bowl
Calgary, AB
- Part-time
Join Splitsville as a Team Member and in return you'll get:
Added 7 mins ago
SH
Primary Care Paramedic
Shared Health-Soins Communs
Thompson, MB
- Full-time
Primary Care Paramedics provide care to patients as part of a multi-disciplinary health care team and are dedicated to providing compassionate, high-quality health care services.
Added 7 mins ago
GC
Sales & Service Representative 7 on/ 7 off
Grainger Canada
Fort McMurray, AB
- Full-time
…providing value for customers, fostering an engaging culture for team members and driving strong financial…
Added 7 mins ago
RG
cook
Rickys Group of Family-Style Restaurants
Medicine Hat, AB
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 7 mins ago
CT
food service supervisor
Church's Texas Chicken
Medicine Hat, AB
- Full-time
Ensure that food and service meet quality control standards
Added 7 mins ago
TG
barber
Tommy Gun's Original Barbershop
Winnipeg, MB
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 7 mins ago
MO
logistics manager - transportation
Moving On Up Home Solutions Ltd.
Victoria, BC
- Full-time
Oversee the setting of transportation service rates and monitor revenue
Added 37 mins ago
SH
Health Care Aide
SE Health
Red Deer, AB
- Part-time
The Health Care Aide is a key member of the care team who provides care for residents living in seniors living facilities using a client and family-centered approach that incorporates the…
Added 37 mins ago
SH
Health Care Aide
SE Health
Red Deer, AB
- Contract
The Health Care Aide is a key member of the care team who provides care for residents living in seniors living facilities using a client and family-centered approach that incorporates the…
Added 38 mins ago
Directional Drill Operator
RailWorks
Guelph, ON · Windsor, ON · Niagara-on-the-Lake, ON
· Working as a member of the team by assisting other members when required.
Added 52 mins ago
FT
Inside Sales Representative, Lethbridge North
Fountain Tire
Lethbridge, AB
- Other
Fountain Tire Lethbridge North (804 36 Street), is looking for a friendly and dedicated individual to join our team as an Inside Sales Representative/Service Writer!
Added 1 hour ago
LC
Independent Living Support (ILS) Assistant
L'Arche Canada Inc.
Wolfville, NS
- Full-time
…within the Wolfville to New Minas area, with flexibility as the service area may expand. The ILS Assistant must have a valid driver’s licence, access to a reliable vehicle, and be able to…
Added 1 hour ago
EH
Cook PT
Edgewood Health Network Inc
Head of Jeddore, NS
- Part-time
…quickly and effectively. The Cook must be prepared to work as a team member in a dynamic workplace, follow all safety…
Added 1 hour ago
GV
Sales Advisor
Groupe Vision New Look Inc
Calgary, AB
- $16 to $18 CAD / hour
- Part-time
Looking for a team member to work 2 to 4 days a week. Located in the community of Signal Hill within walking distance of Sirocco train station.
Added 1 hour ago
RN
Public Area Attendant
RIPLEY'S NIAGARA WATER PARK RESORT LTD.
Niagara Falls, ON
- Up to $18.6 CAD / hour
- Part-time
The Public Area Attendant maintains cleanliness and organization of lodge public areas while delivering exceptional customer service to guests.
Added 1 hour ago
FA
Operations Coordinator
Flair Airlines Ltd.
Toronto, ON
- Full-time
…workplace where leaders thrive, innovation flourishes, and every team member feels valued and…
Added 1 hour ago
FA
Duty Officer
Flair Airlines Ltd.
Toronto, ON
- Full-time
…workplace where leaders thrive, innovation flourishes, and every team member feels valued and…
Added 1 hour ago
FA
Maintenance Control Supervisor
Flair Airlines Ltd.
Toronto, ON
- Full-time
…frequencies, and introduce more services, we’re looking for passionate team members to help us in our mission to make air travel accessible for everyone. We know who we are, and we’re…
Added 1 hour ago
FA
Vendor Coordinator
Flair Airlines Ltd.
Toronto, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
Join Flair’s Customer Experience team, where strong vendor performance and service standards support the delivery of a consistent customer experience. The Vendor Coordinator is responsible…
Added 1 hour ago
FA
Director, Customer Experience
Flair Airlines Ltd.
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
Join Flair’s Customer Experience team, where service delivery and digital solutions shape the experience across every stage of the journey. Reporting to the Vice President, Customer…
Added 1 hour ago
ME
Retail Store Associate (Flex)
Mountain Equipment Company
Ottawa, ON
- $19.18 to $19.89 CAD / hour
As a Flexible Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 1 hour ago
ME
Full Time Visual Merchandiser - Whistler
Mountain Equipment Company
Whistler, BC
- $20.4 to $23 CAD / hour
- Full-time
…product displays. You’ll help in other ways too, give exceptional member service by matching people with gear that suits their needs, and you’ll share your real-world experience about…
Added 1 hour ago
ME
Retail Manager - Whistler
Mountain Equipment Company
Whistler, BC
- $56,000 to $69,900 CAD / year
As a Department Manager, you are a key member of the store leadership team responsible for delivering strong business results, building high-performing teams, and creating exceptional…

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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