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Added 6 mins ago
EC
Cleaner / General Labourer
ELECTRO CABLES INC.
Quinte West, ON
- $22.66 to $26 CAD / hour
…The specific work schedule will be determined by the Plant Manager based on the operational needs of the…
Added 6 mins ago
GI
Project Coordinator
Green Infrastructure Partners
Markham, ON · Headquarters, Markham, ON
- Full-time
Reporting to the Project Manager and/or Senior Project Coordinator, the Project Coordinator supports the delivery of self‑performing heavy civil and transportation projects, primarily for…
Added 6 mins ago
L
Project Manager, Land Acquisitions
LandSolutions
ON
- Full-time
Please note: This is an outsourced position supporting one of our external clients and is not an internal Project Manager role within our organization.
Added 6 mins ago
SB
Senior Regulatory Analyst
South Bow
Calgary, AB · Manulife Place
- Full-time
…a new streamlined energy company, dedicated to operational, commercial and safety excellence as we pursue our critical purpose of delivering the energy people…
Added 6 mins ago
M
Senior Manager, Valuations
MNP
Burlington, ON
- Full-time
Make an impact with our Valuations team as a Senior Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies…
Added 6 mins ago
T
Personal Banker - Beaconsfield (Full time)
TD
Beaconsfield, QC
- Full-time
Added 6 mins ago
T
Associate Vice President, Product and Underwriting, Small Business Insurance
TD
Toronto, ON · Montreal, QC
- Full-time
…Insurance leads the Product and Underwriting functions for Commercial Property, Casualty and Automobile. The role is accountable for shaping product and underwriting strategies that support…
Added 6 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Hull, St-Joseph
TD
Hull, QC
- Part-time
Added 6 mins ago
C&
Heavy Duty Cleaner, Part Time - 3rd shift
Cushman & Wakefield
Toronto, ON
- $17.95 to $19.4 CAD / hour
- Part-time
The Cleaner will work under the supervision of the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services. Such duties shall be in accordance with…
Added 6 mins ago
C&
Light Duty Cleaner- 2nd Shift
Cushman & Wakefield
Toronto, ON
- $17.95 to $20.11 CAD / hour
- Full-time
The Cleaner will work under the supervision of the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services. Such duties shall be in accordance with…
Added 20 mins ago
RS
Head of Sales
Red Seal Fire Protection
Windsor, ON
- Full-time
Red Seal Fire Protection inspects, tests and repairs fire sprinkler, fire alarm and extinguisher systems in commercial, industrial and multi-residential buildings across Windsor-Essex,…
Added 20 mins ago
CG
Service Dispatcher/Order Take
Current Group.ca
AB · Alberta, Canada
- Full-time
The Service Dispatcher / Order Taker is the first point of contact for our residential, commercial and
Added 20 mins ago
IG
Senior Civil Engineer
Insight Global
Peterborough, ON
- Full-time
Insight Global is seeking a Senior Project Manager/Civil Engineer, Land Development Solutions on behalf of a leading engineering and consulting organization in Peterborough, Ontario. This…
Added 20 mins ago
TC
Manager, Fund Accounting (Real Assets)
The Citco Group Limited
Toronto, ON
- $111,000 to $133,000 CAD / year
- Full-time
As a key member of the Fund Accounting team, a Manager is responsible for producing high-quality NAV Packages. In addition, a Manager must develop strong technical and interpersonal skills…
Added 20 mins ago
V
General Manager
Vercity
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Support the General Manager on technical, operational and commercial delivery of asset management and maintenance on a range of health facilities across the Greater Toronto Area
Added 20 mins ago
OL
Senior Project Manager
Ocuco Limited
Burnaby, BC
- Full-time
The Senior Project Manager leads Enterprise Project Delivery end-to-end. Working from the Statement of Work, the role manages iterative SDLC cycles with the customer through to warranty…
Added 22 mins ago
B
Représentant service à la clientèle
BMO
Montreal, QC
- Part-time
High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
Added 22 mins ago
Pricing and Yield Analyst
Flair Airlines Ltd.
Toronto, ON
…Director, Product & Yield Management and working closely with the Manager, Pricing & Yield, you will maximize revenue through effective pricing, inventory management, and forecasting across…
Added 22 mins ago
Receptionist Clerk-DO013
City of London
London, ON
Under the direction of the Senior Manager, Support Services and Business Operations or designate, performs clerical and customer support tasks within the home. Provides back up support to…
Added 22 mins ago
Senior Analyst, Secondary Nostro Funding, GTB Payment Operations
Scotiabank
Toronto, ON · Scarborough, ON
Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management…
Added 22 mins ago
Assistant Manager - Hamilton District, ON (Future Opportunities)
Scotiabank
Hamilton, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 22 mins ago
Estimating Student
Hatch
Mississauga, ON
…beginning in January 2027. Reporting to the Project Controls Manager in the Project Management & Construction group you will support offices globally working from our Mississauga, ON office…
Added 37 mins ago
R
Inside Sales Representative
REXEL
Timmins, ON
- Full-time
…solutions and equipment for the industrial, residential and commercial sectors. As energy evolves, our business is transforming alongside it. This change is driven by you - our fresh…
Added 37 mins ago
TH
Pro Account Sales Associate Full-Time - 7065 South Common
The Home Depot
Canada
- Full-time
…building relationships and selling products to industrial, commercial and other professional customers. Key responsibilities for this position include providing outstanding service to…
Added 51 mins ago
O
Project Manager, Track Works
ONxpress
Toronto, ON
- Full-time
The Project Manager, Track Works is accountable for integrating people, plans, technical requirements, access, commercial controls, safety, quality, and stakeholder commitments to deliver…

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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