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Added 3 mins ago
KT
Front Counter Sales Representative - Winnipeg South
Kal Tire
Winnipeg, MB
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 3 mins ago
FC
Fund Tax Manager (Contract until January 2028)
Fidelity Canada
Toronto, ON
- Full-time
You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
Added 3 mins ago
Production Worker - Seasonal (2 Months)
CONA Services
Richmond, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 3 mins ago
Production Worker - Seasonal (2 Months)
CONA Services
Richmond, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 17 mins ago
CF
Seasonal Guest Services Representative CF Polo Park - Winnipeg - Part Time Contract
Cadillac Fairview
Winnipeg, MB
- Part-time
…business and may be required to stand for extended periods of…
Added 17 mins ago
TO
Sales Coordinator 12-Month Contract
Tree of Life Canada
Calgary, AB
- Full-time
Reporting to the Sales Shared Services Supervisor, the primary responsibility for the position is to provide administrative & sales support to the Regional Customer Development team while…
Added 17 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 32 mins ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 32 mins ago
Dispatch Coordinator
PFX Group
Milton, ON
…reliability, and a commitment to sustainability. Join us and be part of a team that’s redefining what’s possible in fluid…
Added 32 mins ago
Sales Coordinator- Mat Leave Coverage
Northland Properties
Saskatoon, SK
We are seeking a dynamic Sales Coordinator person to join our team. This unique individual must possess excellent organization and communication skills in customer relations, Sales…
Added 47 mins ago
JI
Corporate Category Planner (12-month Contract)
J.D. Irving, Limited
Dieppe, NB
- Full-time
Opportunities to take part in job related training and development
Added 47 mins ago
Store Associate
Sherwin-Williams
Abbotsford, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 47 mins ago
CR
Refrigeration Journeyman - HVAC Specialist
CIMCO Refrigeration
Brandon, MB
- Full-time
Conduct contract maintenance visits, inspections, site assessments, and respond to service requests
Added 47 mins ago
B
Associate Vice President, Advisor Sales, Global Asset Management
BMO
Vancouver, BC · WGA
- Full-time
…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…
Added 47 mins ago
B
Représentant service à la clientèle
BMO
Boucherville, QC
- Part-time
…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…
Added 1 hour ago
J
Marketing and Partnerships Specialist
JLL
Vaughan, ON · CAN-CLIENT Vaughan-Vaughan Mills
- Full-time
Develop and implement strategic destination marketing plans to increase traffic and stimulate retailer sales
Added 1 hour ago
Sales Associate
Rogers Communications
Toronto, ON
…commitment to doing what’s right for our customers needs, every…
Added 1 hour ago
Sales Associate
Rogers Communications
Toronto, ON · Calgary, AB
…commitment to doing what’s right for our customers needs, every…
Added 1 hour ago
Sales Associate
Rogers Communications
New Minas, NS
…commitment to doing what’s right for our customers needs, every…
Added 1 hour ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- From $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 hour ago
PG
Project Coordinator (Construction) - Future Opportunities
Pine Glen Group
Oakville, ON
- Full-time
Assess and update “quantity” Contract Document templates
Added 1 hour ago
Store Associate
Sherwin-Williams
Calgary, AB
…excellent customer service, while consistently meeting the store’s sales…
Added 1 hour ago
MW
Servicing Financial Planner / Adviser
MFP Wealth Management
Dorset, ON
- Part-time
Hours: Full-time or part-time considered, with flexible working hours
Added 1 hour ago
F
Customer Service Representative
Finning
Edmonton, AB
- Full-time
Location: Edmonton, AB | Full-Time | Monday to Friday | In Office
Added 2 hours ago
E1
Entry-Level English Teacher (ESL) | Visa Sponsored
English 1
Saguenay, QC · Greater Saguenay Metropolitan Area
- Full-time
English 1 is hiring motivated, globally minded individuals for full-time English teaching jobs in China. No teaching experience? No problem- if you've led presentations, coached a team,…

BMO

Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

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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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