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Added 3 mins ago
P
Senior Product Manager, Digital Assets Squad
Purpose
Toronto, ON
- Full-time
Purpose Unlimited is looking for a Senior Product Manager to bring dedicated, full-time leadership to the Digital Assets Squad - owning the roadmap, the figures of merit, and the ship date…
Added 3 mins ago
P
Senior Product Manager, Fund Management
Purpose
Toronto, ON
- Full-time
As Sr. Product Manager, Fund Management, you will own the product vision, roadmap, and delivery for this squad. You will collaborate with other teams to decide what gets built and in what…
Added 3 mins ago
M
Crew Chief, Grande Prairie
Midwest
Grande Prairie, AB
- Full-time
Working under the supervision of a Project Manager and/or Land Surveyor. Duties include, but are not limited to, the following:
Added 3 mins ago
CE
Operator – Process
Canadian Energy Insight Inc.
Alder Flats, AB
- Internship
Added 3 mins ago
M
Survey Assistant, Grande Prairie
Midwest
Grande Prairie, AB
- Full-time
Perform other duties as assigned by Crew Chief and Field Operations Manager.
Added 3 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 3 mins ago
VP
Industrial Automation Specialist
VANGUARD POWER LTD
Chilliwack, BC
- Full-time
A plant maintenance manager calls at 06:40: the line is down, the PLC shows a fault, the operator has already tried cycling power. You are the person who walks in with the drawings and a…
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HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 mins ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Added 3 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The Senior Manager, IT Audit reports to the VP, Internal Audit, who reports to the Audit…
Added 3 mins ago
VS
Health Care Attendant - BC (West) (2026-10880)
Verve Senior Living
Vancouver, BC
- Other
…nurturing environment. Under the direction of the Health & Wellness Manager, the Health Care Attendants position is focused on enriching residents lives by ensuring they can make their own…
Added 3 mins ago
VS
Housekeeping Attendant (Sunday, Part-time) - Canterbury Place (2026-10885)
Verve Senior Living
Toronto, ON · North York, ON
- Part-time
…residence. Under the direction of the Environmental Services Manager, our Housekeepers are responsible for performing housekeeping tasks in an efficient manner, with due consideration for…
Added 3 mins ago
VS
Registered Practical Nurse (RPN) (Part-time) - Canterbury Place (2026-10884)
Verve Senior Living
Toronto, ON · North York, ON
- Part-time
…nurturing environment. Under the direction of the Health & Wellness Manager, the RPN position is focused on enriching residents lives by ensuring they can make their own choices and lead…
Added 3 mins ago
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Dishwasher (Casual) - Canterbury Place (2026-10886)
Verve Senior Living
Toronto, ON · North York, ON
- Other
…the back of house. Under the direction of the Dining Services Manager or designate, our Dishwashers follow established policies and procedures and assume responsibility for cleanliness of…
Added 3 mins ago
EC
Manager, Public Practice (CPA)
Entrust CPA
Richmond, BC
- Full-time
We're looking for a Manager who can become an important part of how the firm operates - someone who can own client relationships and engagements, review and develop other accountants,…
Added 3 mins ago
VS
Uncertified Cook (Part-time) - Canterbury Place (2026-10883)
Verve Senior Living
Toronto, ON · North York, ON
- Part-time
…dining experience. Under the direction of the Dining Services Manager or designate, the cook is responsible for food preparation and plating of attractive and nutritious meals and snacks.…
Added 3 mins ago
VS
Community Relations Manager - Canterbury Place (2026-10882)
Verve Senior Living
Toronto, ON · North York, ON
- Full-time
Prepares monthly marketing and sales reports for submission to General Manager, as per policy. Conducts in-person competitive analysis, annually. Creates and updates a Competitive Market…
Added 3 mins ago
IC
Internship – Digital Marketing & Communications Capacity Development and Implementation Bureau (CDI)
International Civil Aviation Organization
Montreal, QC
- Full-time
Under the supervision of the Marketing Manager and with guidance from members of the Marketing Team, the intern will contribute to these activities while gaining practical experience in…
Added 3 mins ago
CO
MARRIAGE OFFICIANT
City of Brampton
Brampton, ON
- Full-time
…collected is confidential and will not be shared with the hiring manager. The surveys will be anonymized and will be kept separate from applicant or employee files, such that the…
Added 3 mins ago
UO
Communications and Research Impact Specialist
University of Alberta
AB · Edmonton, AB
- Full-time
…to and works closely with the MVF3C Strategic and Engagement Manager to produce communication plans for HiMARC’s research activities and the…
Added 3 mins ago
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Senior Growth Manager - Generosity & Flowthrough
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Toronto, ON · North York, ON
- Full-time
We're seeking a Generosity & Flowthrough Strategy Senior Manager to own how Fanatics Casino allocates promotional generosity and how that generosity flows through to player value and…
Added 3 mins ago
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Senior Staff Accountant
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AB · Edmonton, AB
- Full-time
Report progress of engagement to Manager and Partner
Added 3 mins ago
VS
Licensed Practical Nurse - Alberta (West) (2026-10619)
Verve Senior Living
Calgary, AB
- Other
…nurturing environment. Under the direction of the Health & Wellness Manager, the LPN position is focused on enriching residents lives by ensuring they can make their own choices and lead…
Added 4 mins ago
T
Account Manager II
TD
Yorkton, SK
- Full-time
…for both credit and non-credit products/services. The Account Manager II is responsible for conducting credit analysis for own portfolio. The Account Manager II will develop the initial…
Added 4 mins ago
T
Account Manager I
TD
Calgary, AB
- Full-time
…compliance requirements and minimizing operational risk. The Account Manager I is responsible for conducting credit analysis for own…

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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