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Added 6 mins ago
A
Senior PMO Director
Appficiency
Mississauga, ON
- Full-time
Define and lead the strategic direction and operational roadmap for the PMO, aligned to business goals and delivery excellence
Added 6 mins ago
T
Bus Mgmt Specialist
TD
Toronto, ON
- Full-time
Lead or support continuous improvement initiatives.
Added 6 mins ago
SL
AVP, Technology Lead - Digital
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The AVP Technology Lead – Digital is a strategic technology leader responsible for enabling, scaling, and modernizing Sun Life Canada’s shared digital platforms that support secure,…
Added 6 mins ago
H
Performance Media Specialist
Humanise
Toronto, ON
- Full-time
…performance of our clients' campaigns. Autonomous and rigorous, you lead the media strategy end-to-end - from initial structuring to advanced optimization - while guaranteeing key KPI…
Added 9 mins ago
MP
General Manager - Luxury/High End Rental Condo
Michael Page
Toronto, ON · Greater Toronto Area, Canada
- $110,000 to $135,000 CAD / year
- Full-time
Our client is a vertically integrated development and asset manager focused on Class-A and vintage-style apartment buildings across the Greater Toronto Area (GTA) and Montreal. They provide…
Added 9 mins ago
N
Business Development Executive - Sales - Onsite
nugget.ai
Mississauga, ON
- Full-time
…building and maintaining a strong sales pipeline, and conducting lead generation activities through outbound prospecting, networking, and industry research. The role includes managing the…
Added 9 mins ago
R&
Senior Content Designer
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 9 mins ago
G
Performance Media Specialist
Glassroom
Toronto, ON
- Other
…performance of our clients' campaigns. Autonomous and rigorous, you lead the media strategy end-to-end - from initial structuring to advanced optimization - while guaranteeing key KPI…
Added 9 mins ago
UT
Content Designer #26-25351
US Tech Solutions
Toronto, ON
- $70 to $75 CAD / hour
- Contract
Client is seeking two Senior Content Designers (UX Designer II) to join a well-established Enterprise Transformation team of 7–10 in downtown Toronto.
Added 9 mins ago
C
Senior Copywriter
Cossette
Vancouver, BC
- Full-time
…Senior creatives set the bar high - driving craft, shaping strategy, and mentoring the next generation. To thrive here, a Senior Copywriter needs serious talent, a passion for the work, and…
Added 21 mins ago
Senior Manager, Healthcare & Professional Specialist
Scotiabank
Toronto, ON
As the Senior Manager, Healthcare & Professional Banking, you will lead a dynamic team of specialists dedicated to serving the healthcare and professional sectors. This role offers a unique…
Added 21 mins ago
BS
Spécialiste principal(e) – Fidélisation et CRM/Senior Loyalty & CRM Specialist
Browns Shoes
Montreal, QC
- Full-time
Relève de: Gestionnaire principal - Gestion de la relation client et fidélisation
Added 21 mins ago
D
Market Development Manager
Desjardins
Casselman, ON · Embrun, ON · Caisse Desjardins Ontario_Embrun (MT)
- Full-time
Maintain service quality and business relationships and oversee the member/client experience.
Added 21 mins ago
A
Senior Sales Engineer
Ataccama
Toronto, ON
- Full-time
Spearhead Proof of Concepts (POCs): Lead and execute Proof of Concepts (POCs), demonstrating the platform’s effectiveness in addressing client-specific business pains and customizing the…
Added 21 mins ago
B
Senior Interior Designer (Bilingual)
BGIS
Montreal, QC
- Full-time
 Effectively and pro-actively communicates with stakeholders, such as Clients, contractors and and project lead to ensure Client
Added 21 mins ago
M
Investment Lending Consultant (Asian Markets)
Manulife
Toronto, ON
- Full-time
Monthly touch points with your RDS/PLA partners to discuss territory strategy.
Added 33 mins ago
R
Chef d'équipe, chaîne d'approvisionnement / Team Lead, Supply Chain
RTX
Longueuil, QC
- Full-time
Capacité à offrir un service client supérieur et à surpasser les attentes;
Added 33 mins ago
M
Sales Executive
MediaRadar
Remote, Canada
- Remote
…Competitive, Commercial and Market Intelligence - spanning ad strategy, media spend, creative assets and brand messaging across 30+ media channels and five million…
Added 35 mins ago
Manager, Workforce Advisory - ERP Change Management
EY
Winnipeg, MB · Toronto, ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
Lead and contribute to business development efforts, including proposal development, solution design, and client pursuits.
Added 35 mins ago
Group Communications Strategy Director
Zulu Alpha Kilo
Toronto, ON
Lead communications strategy across key client relationships, translating business and brand goals into clear audience, communications and channel approaches across paid, earned and owned.
Added 39 mins ago
TI
Director-Data Retention
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has a current vacancy for a 'Director-Data Retention"
Added 39 mins ago
CO
Leader, Human Resources - People, Strategy, and Partnerships
City of Calgary
Calgary, AB
- $133,008 to $166,260 CAD / year
- Full-time
As a Leader with People Strategy and Partnerships (PSP), you support a client-facing work area within Human Resources (HR) with a mandate to provide strategic human resources advice and…
Added 39 mins ago
FH
Chief Estimator
Fuze HR Solutions
Woodstock, ON
- Full-time
Our client is a well-established General Contractor with a strong portfolio of complex construction projects. They are looking for an experienced Chief Estimator to lead their estimating…
Added 39 mins ago
DI
Business Development Representative
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…development across custom quantitative, qualitative, and Future Strategy & Innovation (FSI) solutions. This role serves as a front-end growth engine, combining proactive outbound…
Added 49 mins ago
MF
AVP Investment Director
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…to anticipate stakeholder needs, establish clear priorities, lead complex cross-functional initiatives, and deliver measurable commercial outcomes. The role represents Mackenzie with…

BMO

Financial Planner

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: 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

Original job description

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.

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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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