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Added 11 mins ago
CC
HSE Supervisor
CB&I Careers
Regina, SK
- Temporary
CB&I delivers integrated storage and asset‑management solutions that help customers operate safely, reliably, and efficiently across the lifecycle of their facilities. Through our two…
Added 11 mins ago
AS
Technical Product Manager - Digital Channel Applications
Alterna Savings
Ottawa, ON · Toronto, ON
- Full-time
…work collaboratively with internal partners to ensure vendor solutions meet business, technical, security, compliance, and member-experience…
Added 11 mins ago
RB
Lead Software Developer
Royal Bank of Canada
Toronto, ON
- Full-time
As a Lead Software Developer for Trading, your primary role will be software development, where you will develop new and transform existing applications and APIs to fulfill the needs of RBC…
Added 11 mins ago
RB
Client Advisor
Royal Bank of Canada
Ajax, ON
- Full-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 11 mins ago
RB
Mortgage Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
In this role, you provide peace of mind to clients and build loyalty by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and…
Added 11 mins ago
RB
Relationship Manager Business Markets Intern
Royal Bank of Canada
Bathurst, NB
- Full-time
Drive business sales volume, and business and personal solutions, through opportunity spotting to enhance revenue opportunities
Added 11 mins ago
RB
Banking Advisor
Royal Bank of Canada
Dauphin, MB
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 11 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Nanaimo, BC
- Full-time
…working as part of a team to deliver a superior experience to business clients. Individuals who may already be working in the financial, retail or service industry, have some experience…
Added 11 mins ago
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Commercial Account Executive
Gallagher
Dieppe, NB
- Full-time
As an Account Executive, Commercial Lines, you will assist in every aspect of new business generation as well as maintaining and developing an existing Commercial client portfolio.
Added 11 mins ago
Développeur de logiciels / Software Developer
Tower Research Capital
Montreal, QC
…autres équipes d’ingénierie centrale afin de développer des solutions complètes de données de référence répondant aux besoins des différentes fonctions de la plateforme de…
Added 11 mins ago
K
Manager, Enterprise Tax
KPMG
Kingston, ON
- Full-time
Excellent client relationship and communication skills, with the ability to understand clients' business objectives and deliver practical tax solutions
Added 11 mins ago
TH
Front End Supervisor - Full Time 8 Month Contract (Dartmouth)
The Home Depot
Dartmouth, NS
- Full-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 11 mins ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
TP is a worldwide leader in client experience management and contact center business process outsourcing. With more than 500,000 employees, development of an efficient and responsible…
Added 11 mins ago
GD
Supply Chain Manager Procurement and Supplier Quality
General Dynamics Missions System International
Ottawa, ON
- Full-time
…security. Our teams design and deliver advanced, mission-critical solutions that enhance national security, strengthen communities, and protect the people we…
Added 21 mins ago
BO
Treasury Sales Associate
Bank of America
Toronto, ON
- Full-time
…of flexibility based on role-specific responsibilities and business…
Added 21 mins ago
HT
Designer, Development (Electrical)
Husky Technologies
Bolton, ON
- Full-time
…high-performance injection molding systems and automated manufacturing solutions. Engineers at Husky work on new product development projects, designing complex electrical systems for…
Added 21 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse…
Added 21 mins ago
GC
Data Engineer
GEI Consultants, Inc.
Guelph, ON
- $90,000 to $150,000 CAD / year
- Full-time
Design, build, and maintain data pipelines that ingest, transform, and deliver enterprise data to AI solutions and business applications.
Added 21 mins ago
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Seasonal Research Assistant - Crop Development
Nutrien
Watrous, SK
- Temporary
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 21 mins ago
CR
Senior Program Manager
Canadian Red Cross
Canada
- Full-time
Requires expertise in a specialized discipline or broad experience across fields, along with an understanding of interconnections between processes and business units.
Added 21 mins ago
SP
Customer Success Manager - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems.
Added 21 mins ago
CR
Senior Program Manager
Canadian Red Cross
Canada
- Full-time
Requires expertise in a specialized discipline or broad experience across fields, along with an understanding of interconnections between processes and business units.
Added 21 mins ago
KB
Project Sales Associate
Kent Building Supplies
Corner Brook, NL
- Full-time
…their project requirements and assist in planning comprehensive solutions. As knowledgeable sales professionals, Project Sales Associates can provide tailored recommendations which address…
Added 21 mins ago
N
Seasonal Research Assistant, Crop Development
Nutrien
Morden, MB
- Temporary
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 21 mins ago
PI
Intern, GenAI and Digital Workplace (January – April 2027)
PSP Investments | Investissements PSP
Montreal, QC
- Full-time
As a Developer Intern within the GenAI & Digital Workplace team, you will join a dynamic and innovative group that leverages its intellectual leadership to create an engaging, efficient,…

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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