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Added 2 mins ago
CC
Associate Director
Core Clinical Sciences
Canada
- Full-time
We are seeking an experienced Associate Director to lead project delivery at CCS. Our team is built around deep statistical and methodological expertise. This role pairs that expertise with…
Added 2 mins ago
S
Senior Business Analyst, PHIS
Sanya’k̓ula
Vancouver, BC
- Full-time
…information systems implementations and three (3) years in a team lead…
Added 2 mins ago
AI
Senior Site Reliability Engineer - AEM - Content Delivery Network
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
Participate in the shared on-call rotation as the platform’s subject-matter escalation, and lead incident management for customer-facing events.
Added 2 mins ago
W
Principal Process Automation Engineer
Worley
Pickering, ON
- Full-time
Added 2 mins ago
KG
Senior Platform Engineer
Kinross Gold Corporation
Toronto, ON
- Full-time
Lead modernization initiatives focused on automation, standardization, resiliency, and operational efficiency.
Added 2 mins ago
7
Store Crew
7-Eleven
Prince George, BC
- Internship
…stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 mins ago
D
Manager, Government Funding & Incentives - Temporary 12 Months - Danone Canada
Danone
Boucherville, QC
- $72,000 to $110,000 CAD / year
- Full-time
Manage and coordinate the preparation, development and submission of government funding applications in collaboration with business stakeholders and under the lead of subject matter experts.
Added 2 mins ago
PL
Manager, Corporate Actuarial (FCIA/FSA), Actuarial Analytics & Insights
Pacific Life
Toronto, ON
- Full-time
Lead the production, analysis, and review of IFRS 17 and LICAT reporting results, ensuring completeness, accuracy, and timely delivery of reporting outputs.
Added 2 mins ago
RC
Senior Financial Analyst
Randstad Canada
Toronto, ON
- $40 to $45 CAD / hour
- Contract
Lead month-end close activities for revenue recognition, inventory utilization, and cost allocations, including preparing and posting journal entries in accordance with applicable…
Added 2 mins ago
GT
Spotfire Developer
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $60 to $80 CAD / hour
- Contract
Lead end-to-end development of Spotfire dashboards and analytic applications, from requirements gathering through deployment and optimization.
Added 2 mins ago
P
Social Media & Content Manager
Pups&Yoga
Canada
- Full-time
Lead on-site teams (videographers, content creators, staff, hosts) with clear briefs, precise direction and close follow-up.
Added 2 mins ago
CG
Head Cook, Full Time
Compass Group Canada
Sudbury, ON
- Full-time
Lead and coordinate kitchen staff during daily operations.
Added 2 mins ago
PL
AVP, Business Proposition Enablement
Pacific Life
Toronto, ON
- Full-time
Lead communications with internal Pricing, Risk and UW teams.
Added 2 mins ago
EB
Process Manager
Electra Battery Materials Corporation
Temiskaming Shores, ON
- Full-time
Oversee, lead and manage a group of process engineers, technologists, support staff, lab and operations;
Added 2 mins ago
GC
Business Development Representative
Gestalt Capital
Toronto, ON
- Full-time
Added 2 mins ago
AC
Electrical, Instrumentation & Control Specialist
Artelia Canada
Montreal, QC
- Full-time
Lead field work by evaluating installations and performing problem-solving activities;
Added 2 mins ago
AD
Public Relations & Communications Director
Alberta Dental Association
AB · Edmonton, AB
- Full-time
Lead the annual communications and marketing plan, aligning campaigns, media engagement, digital strategy, and editorial priorities with the ADA’s strategic and operational goals, evidence,…
Added 2 mins ago
B
Director, Construction (Data Centers)
BGRE
AB · Edmonton, AB
- Full-time
This person will lead the construction team, including internal resources and third-party vendors, and report construction progress, schedule, cost impacts, site risks, contractor…
Added 2 mins ago
GO
Director, Environmental Protection & Waste Management
Government of Northwest Territories
Yellowknife, NT
- $142,955 to $204,224 CAD / year
- Full-time
Reporting to the Assistant Deputy Minister, Environmental Management, Monitoring and Climate Change, you will lead a multidisciplinary division responsible for environmental protection and…
Added 2 mins ago
CG
Assistant Manager, Full Time
Compass Group Canada
AB · Greater Edmonton Metropolitan Area
- Full-time
Work functions as a lead server when necessary
Added 2 mins ago
QM
Directeur des finances (CPA) - Rive-Sud - hybride - 150 k$ à 170 k$ / Director of Finance (CPA)
Quantum Management Services Ltd.
Granby, QC
- $150,000 to $170,000 CAD / year
- Full-time
A well-established and growing organization is seeking an experienced Director of Finance (CPA) to lead its finance function. This is an excellent opportunity for a strategic, hands-on…
Added 2 mins ago
AR
【Contract】Project Superintendent - Industrial Plant Construction (36265)
Activ8 Recruitment & Solutions
ON · Simcoe, ON
- $60 to $70 CAD / hour
- Contract
Lead job site safety efforts and ensure compliance with company and OSHA safety standards
Added 2 mins ago
M
Business System Analyst
MethodHub
Vancouver, BC
- Contract
…compliance. The individual will be expected to step into Scrum Lead responsibilities for the platform team when…
Added 2 mins ago
AI
Flight Software Engineer
Aversan Inc.
Brampton, ON
- $112,000 to $140,000 CAD / year
- Contract
We are currently seeking a qualified Senior Flight Software Engineer/MTS to join our team. In this role, you will lead designs for safety critical, real-time software solutions while…
Added 2 mins ago
O
Business Development Executive
ONGroupOfCompanies.ca
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…we will walk you through them at interview. The title says Lead because it is the job we expect you to grow into, not a…

Closed listing

BMO

Financial Planner

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

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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Search current openings

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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