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Added 9 mins ago
LL
Store manager - retail
Lo-Cost Liquor Store
Edmonton, AB
- From $45 CAD / hour
- Full-time
- On-site
Resolve issues that may arise, including customer requests, complaints and supply shortages
Added 11 mins ago
ER
sales and distribution manager
ECLIPSE ROOFING LTD
Toronto, ON · Etobicoke, ON
- Full-time
Added 11 mins ago
GT
ADMS Test Manager
Grid Transformation
Canada
- Full-time
We are seeking an ADMS Test Manager who can connect electric-distribution operations, delivery risk, and structured test management. You will work with control-room personnel, distribution…
Added 11 mins ago
R
Department Manager, Delivery and Yard
RONA
Winnipeg, MB
- Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 11 mins ago
R
Department Manager, Flooring and Lumber/Millworks
RONA
Winnipeg, MB
- Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 11 mins ago
SC
Senior Manager Sustainability
Sysco Canada Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Manager, Sustainability is a member of the global Sustainability team responsible for advancing Sysco's sustainability strategy, Securing the Future of Food, across Canada while…
Added 11 mins ago
BM
Assistance Vice President of Client Success
Bespoke Metrics Inc.
Toronto, ON
- $90,000 to $120,000 CAD / year
- Full-time
Minimum of 3 years of experience in a Client Success, Onboarding, or Customer Experience role.
Added 11 mins ago
R
Department Manager Appliances/Kitchen/Plumbing
RONA
Kitchener, ON
- Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 11 mins ago
M
Growth Marketing Specialist
Mejuri
Toronto, ON
- Full-time
Hands-on paid social experience: 2–4 years personally building, launching and optimizing campaigns in Meta Ads Manager. TikTok or Pinterest experience is strongly preferred. Agency…
Added 11 mins ago
PR
Director of Construction
Polar Racking Inc.
Mississauga, ON
- $110,000 to $160,000 CAD / year
- Full-time
…stakeholders. The Director will supervise the Senior Project Manager and be responsible for strategic planning, execution, and operational excellence across multiple…
Added 11 mins ago
E
HR Business Partner
Eaton
AB · Edmonton, AB
- Full-time
…general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business…
Added 11 mins ago
N
Event Manager - North America Market
Naboo
Montreal, QC
- Full-time
As part of our Event Manager team, you will organise client events:
Added 11 mins ago
R
General Manager
RoomsRelay
Toronto, ON
- $150,000 to $170,000 CAD / year
- Full-time
General Manager – Upscale Lifestyle Hotel (Downtown Toronto)
Added 13 mins ago
A
Responsable de la gestion des fournisseurs / Supplier Chain & Quality management
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Vous avez une expérience de 5 ans et plus, vous avez travaillé dans le domaine de la qualité, l’approvisionnement ou encore de l’achat et vous souhaitez évoluer et développer de nouvelles…
Added 13 mins ago
D(
Operations Manager (Operations Manager II)
DHL (Supply Chain)
Brantford, ON
- Full-time
The Operations Manager II role has a national salary range of $75,000 - $90,000, with bonus potential.
Added 13 mins ago
L
Talent Acquisition Partner
Liferaft
Remote, Canada
- Full-time
- Remote
…metrics and hiring plan attainment, and keep the candidate experience consistent from first contact to final follow…
Added 13 mins ago
GT
Bilingual- Technical Sales Specialist- Quebec
Greenworks Tools Canada
East Gwillimbury, ON
- $80,000 to $90,000 CAD / year
- Full-time
…and the necessary sales skills to be successful within these customer bases. The candidate should have experience understanding the independent servicing dealer and their role within the…
Added 13 mins ago
GT
Technical Sales Specialist-BC
Greenworks Tools Canada
East Gwillimbury, ON
- $80,000 to $90,000 CAD / year
- Full-time
…and the necessary sales skills to be successful within these customer bases. The candidate should have experience understanding the independent servicing dealer and their role within the…
Added 13 mins ago
S
Substation Electrical Engineering Team Lead
Stantec
Burnaby, BC
- Full-time
…Engineering Team Lead. Reporting to the Substation Engineering Manager, the Team Lead will lead a team of Electrical engineers, designers and subcontractors. This technical leadership role…
Added 13 mins ago
Growth Marketing Specialist
Mejuri
Toronto, ON
Hands-on paid social experience: 2–4 years personally building, launching and optimizing campaigns in Meta Ads Manager. TikTok or Pinterest experience is strongly preferred. Agency…
Added 13 mins ago
CC
Sales Manager (Remote)
CSN Collision
Remote, Canada
- Full-time
- Remote
CSN Collision is one of Canada's leading collision repair networks, committed to delivering exceptional customer service, high-quality repairs, strong industry partnerships, and sustainable…
Added 13 mins ago
Slating Clerk - Interventional Radiology - DI
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Diagnostic Imaging Manager, the incumbent is responsible for:
Added 13 mins ago
Registration/Scheduling Clerk, Neurology
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Manager, Rehabilitation Services, and under the direction of the Clinical Leader, the Registration and Scheduling Clerk is responsible for patient scheduling, timely…
Added 13 mins ago
Store Director
Sephora
NB · Saint John, NB
…and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities,…
Added 13 mins ago
Retail Hiring Event October 15, Clarenville
Bell
Clarenville, NL
Experience in Retail Sales, Customer Service or Hospitality is a definite asset

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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