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Added 10 mins ago
HB
Assistant Manager - HUGO Outlet, Mirabel
HUGO BOSS Canada, Inc.
Mirabel, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Assistant Manager - BOSS Outlet, McArthur Glen
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Assistant Manager - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Assistant Store Manager - BOSS Store, Oakridge
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Store Manager - BOSS Store, Vaughan Mills
HUGO BOSS Canada, Inc.
Vaughan, ON
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Assistant Manager - BOSS Store, St. Bruno
HUGO BOSS Canada, Inc.
Saint-Bruno-de-Montarville, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 10 mins ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
The Regional Manager is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of UPT goals in all of the Directly Operated Stores and Shops…
Added 10 mins ago
HB
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
- Other
The Regional Manager – Canada West is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of sales and customer centric KPI’s in all the…
Added 10 mins ago
HB
Assistant Manager - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 1 hour ago
ST
Assistant brand manager - advertising
Subway T1
Etobicoke, ON
- From $37.5 CAD / hour
- Full-time
- On-site
Respond to enquiries from members of the business community concerning development opportunities
Added 1 hour ago
VC
Project Manager, Digital Transformation and User Experience
VINCI Construction
Brossard, QC
- Full-time
…Canada is seeking a professional who can act as a bridge between business teams, IT teams, internal communications, and frontline users. The role focuses on driving and facilitating the…
Added 1 hour ago
NR
Marketing manager
Neptune Restaurant Group
Richmond, BC
- From $52.63 CAD / hour
- Full-time
- On-site
Analyze market research data to improve business decisions or activities
Added 1 hour ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Waterloo, ON
- $52,500 CAD / year
- Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
Added 1 hour ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
London, ON
- $52,500 CAD / year
- Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
Added 1 hour ago
PF
Traveling Merchandiser
Performance Food Group
Kelowna, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance and…
Added 1 hour ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance and…
Added 2 hours ago
GD
DYNAMITE - Store Manager - CrossIron Mills
Groupe Dynamite, Inc Garage
Rocky View No 44, AB · Rocky View County, Alberta
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 2 hours ago
P
Recruteur(e)
PepsiCo
Levis, QC · Montreal, QC · Laval, QC · Saint-Laurent, Quebec
- Full-time
Reporting to the Frontline Recruitment Manager, this role provides full-cycle recruitment support for frontline hiring, with a primary focus on recruiting for Supply Chain roles in Quebec…
Added 2 hours ago
K
Senior Manager - Senior Tech Lead – AI & Technology Transformation
KPMG
Montreal, QC
- Full-time
Contribute to business development and advisory activities, including opportunity qualification, proposal development, effort estimation, delivery approach definition, and presenting demos…
Added 3 hours ago
T
Personal Banking Associate (Future opportunities) - Chateauguay(part-time)
TD
Châteauguay, QC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 3 hours ago
X
Field Technician Trainee, Concrete Imaging (NDT)
XRSounder
Mississauga, ON
- Full-time
Our greatest strength is our people, a team of remarkably talented, vibrant, and encouraging individuals. As a growing business, we encourage new ideas and promote career development within…
Added 3 hours ago
H
Senior Project Manager, Power Generation
HDR
Saskatoon, SK
- Full-time
Demonstrated leadership, business development and strategic planning skills
Added 3 hours ago
FH
Community Health Nurse - Licensed Practical Nurse - Fraser Health Community South Fraser
Fraser Health Authority
Delta, BC
- $32.84 to $44.96 CAD / hour
- Full-time
Added 3 hours ago
DG
Office Services Clerk
Doane Grant Thornton LLP
Halifax, NS
- Full-time
This role will be responsible for the day-to-day operation of office maintenance and business processes supporting the office manager. This is predominantly a customer service role for…
Added 3 hours ago
FH
Community Health Nurse - Licensed Practical Nurse- Burnaby
Fraser Health Authority
Burnaby, BC
- $32.84 to $44.96 CAD / hour
- Full-time

Closed listing

BMO

Financial Planner

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 9, 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 6, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

10/08/2026

Address:

2330 Kennedy Road, Unit E

Job Family Group:

Retail Banking Sales & Service

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.

About employer

More about this job

Responsibilities

The Financial Planner provides investment advice and financial solutions to help customers achieve their goals while proactively engaging with clients to grow the business. They are responsible for implementing business development strategies, managing client relationships, and ensuring compliance with all regulatory and ethical requirements.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must 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
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Regulatory compliance
Portfolio management
Strategic planning

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
Sales Targets
Customer Experience
Regulatory Compliance
Financial Industry
Outbound Calling
Branch Referrals
Strategic Advice
Investment Strategies
Data Analysis
Stakeholder Management
Personal Banking
Commercial Banking
Financial Goals

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