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Added 7 mins ago
RM
Supervisor, Early Years & Child Care
Regional Municipality of Peel
Brampton, ON
- Other
Supports mandated role of service manager to assist providers to further strengthen their capabilities in relation to matters such as governance, financial/operational management and the…
Added 7 mins ago
AE
Senior Manager, Access to Information and Privacy (ATIP) - (ATIP Coordinator)
Atomic Energy of Canada, Ltd.
Chalk River, ON · Ottawa, ON
- Other
Added 7 mins ago
OT
Sr. Windows System Administrator (Spam filtering)
Open Text Corporation
Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
…We also work with various email MTAs, SCOM, Virtual Machine Manager, IIS, Octopus for automation, and troubleshooting applications on the servers. On-call rotation will be required for…
Added 22 mins ago
LK
restaurant manager
Louise's Kitchen
Smithers, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 22 mins ago
A
ITS Support Eng I (OMC), OMC
Amazon
Vancouver, BC
- Full-time
…incident requires troubleshooting, or routing to a service manager…
Added 22 mins ago
TC
Assistant Store Manager Winners - Thunder Bay
TJX Canada – Winners, Marshalls, HomeSense
Thunder Bay, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 22 mins ago
DQ
restaurant manager
Dairy Queen
Invermere, BC
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 22 mins ago
CU
Early Childhood Educator
Capilano University
North Vancouver, BC
- Full-time
…environment for young children. The position reports to the Manager of the Children’s Centre and to the Dean of the faculty of Education, Health and Human…
Added 38 mins ago
XT
Chauffeur Classe 1 - TP - Soir
XTL Transport, Logistics, Distribution
Vaudreuil-Dorion, QC
- Full-time
If we are unable to answer your call, you may leave a voicemail indicating the position, your location, your years of experience, and your contact details.
Added 38 mins ago
W
(CAN) Overnight Lead Department Manager
Walmart
Hanover, ON
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 38 mins ago
W
(CAN) Over-the-Counter Manager
Walmart
Goderich, ON
- Full-time
To support the Store Manager in the management of store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable department…
Added 38 mins ago
TC
Senior Vice President, Operating Model, Product & Client Solutions
The Citco Group Limited
Toronto, ON
- Full-time
Define the target operating model for a product or service, including roles, handoffs, controls and location strategy.
Added 38 mins ago
T
Senior Business Information Management Analyst (HR Data Management)
TD
Toronto, ON · Montreal, QC
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 38 mins ago
SL
AV Technician
Sun Life
Toronto, ON · Sun Life Toronto Atria
- Full-time
This in-person role is based at our Headquarters at our Toronto York location, and provides occasional support at our Toronto Atria location, as well as non-location specific virtual event…
Added 52 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Hanover, ON
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 52 mins ago
UC
Research Associate
UHI Centre for History
Montreal, QC · Urban agglomeration of Montreal, QC
- Part-time
…pro-rata Duration September 2027 Working hours 133 hours total Location Hybrid Closing Date Friday 23 October…
Added 52 mins ago
WC
(CAN) Day Remodel Associate
Walmart Canada
Calgary, AB
- Contract
Position Summary...A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 52 mins ago
HI
Consultant, Employee Benefits
HUB International
Burnaby, BC · Vancouver, BC
- Full-time
…administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients…
Added 52 mins ago
Occupational Therapist - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
Location: Central Zone, Halifax Infirmary Robie Street Entrance - QEII
Added 52 mins ago
Registered Nurse, Renal Dialysis Unit (RDU)/Nephrology Care Team
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Manager of Hematology/Oncology/Nephrology and PACT, the Registered Nurse is a member of an interdisciplinary care team, providing holistic, comprehensive, evidence-based…
Added 1 hour ago
H
restaurant assistant manager
Harvey's
Puslinch, ON
- Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 1 hour ago
AT
Sales Account Manager - Courier
Armour Transportation Systems
Moncton, NB
- Full-time
Position Overview:We are seeking a passionate and results-driven Sales Account Manager to join our team. This role is instrumental in driving our growth vision in Canada by delivering…
Added 1 hour ago
PH
In-Hospital Replenishment Lower Mainland Supervisor Analyst (Casual)
Provincial Health Services Authority
New Westminster, BC
- Part-time
Provide input to the Manager regarding the planning and implementation of new stores systems and services.
Added 1 hour ago
WC
(CAN) Over-the-Counter Manager
Walmart Canada
Goderich, ON
- Full-time
Position Summary...To support the Store Manager in the management of store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive…
Added 1 hour ago
DA
Studio General Manager
Denman Athletics
Vancouver, BC
- Full-time
Location: 206-911 Denman Street, Vancouver, BC (In person)

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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