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Added 8 mins ago
GO
Team Lead - Project Management Services
Government of Northwest Territories
Yellowknife, NT
- $121,641 to $145,295 CAD / year
- Full-time
The Government of the Northwest Territories is seeking a Team Lead – Project Management Services to join Information Systems Shared Services within the Department of Finance in Yellowknife.
Added 11 mins ago
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Nurse B - Clinical Resource Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: Reporting to the Manager, the Clinical Resource Nurse (CRN) is responsible for promoting the Mission, Vision and Values of the Health Authority through the provision of…
Added 11 mins ago
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Anaesthesia Assistant Certified
HealthCareersInSask.ca
Regina, SK
- Full-time
…Anesthesiologist. This position receives direction from the Manager, Operating Room. "Preference for this position will be given to HSAS members in accordance with the terms and conditions…
Added 11 mins ago
H
Anaesthesia Assistant Certified
HealthCareersInSask.ca
Regina, SK
- Full-time
…Anesthesiologist. This position receives direction from the Manager, Operating Room. "Preference for this position will be given to HSAS members in accordance with the terms and conditions…
Added 11 mins ago
H
Anaesthesia Assistant Certified
HealthCareersInSask.ca
Regina, SK
- Full-time
…Anesthesiologist. This position receives direction from the Manager, Operating Room. "Preference for this position will be given to HSAS members in accordance with the terms and conditions…
Added 11 mins ago
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Manager, Health & Safety
Alterra
AB · BC · CMH - British Columbia (Pacific)
- Full-time
…people–both employees and guests–who are brought together by a unique shared passion for skiing, riding, the mountain world, and life in general. CMH is where mountain magic…
Added 11 mins ago
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Manager, Investment Marketing
Manulife
Toronto, ON
- Full-time
The Manager, Investment Marketing is responsible for developing, producing, and communicating the firm’s investment capabilities and product messaging across business channels. This role…
Added 11 mins ago
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Labour Relations Coordinator
Ledcor
Edmonton, AB
- Full-time
Reporting to the Manager, Labour Relations, you will collaborate closely with Business HR, Payroll, HR Shared Services, and union representatives to support effective and timely resolution…
Added 11 mins ago
Manager Sport Medicine and Athlete Performance
Wilfrid Laurier University
Canada
The Manager, Sports Medicine & Athlete Performance reports to the Associate Director Interuniversity Sport Programs (Associate Director) and is a member of the department leadership team.…
Added 11 mins ago
NC
Property Services Administrator
Neighbours Community Homes
Canada
- Full-time
The Administrator works as part of the Property Services team to ensure that the department operates efficiently and effectively by performing administrative and organizational duties,…
Added 23 mins ago
AI
Senior CDN & Edge Reliability Engineer
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
…Search, Consent Management, Analytics, Personalization and AI services and many more to…
Added 24 mins ago
UH
Axon CPA | Senior Manager
UpSourced HR
Lethbridge, AB
- Full-time
…judgment, take ownership, and contribute their ideas. As a Senior Manager, you'll play a key part in driving growth for our clients, our team, our firm, and your own professional…
Added 24 mins ago
VC
Adobe Experience Manager (AEM), SRE - CDN and Edge Delivery
VK CONSULTING SERVICES
Canada
- Full-time
We are seeking a hands-on Senior Site Reliability Engineer (SRE) with experience supporting Adobe Experience Manager (AEM), particularly Edge Delivery Services and Assets as a Cloud…
Added 24 mins ago
AI
Accounts Payable Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Senior Manager, Corporate Accounting, the Accounts Payable Manager will play a key leadership role within AIM’s Finance Shared Services Center (FSSC). The incumbent will be…
Added 24 mins ago
SS
Adobe Site Reliability Engineer (SRE) – CDN & Web Performance
Staffmax Staffing & Recruiting
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…search, consent management, analytics, personalization, and AI…
Added 26 mins ago
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EHS Manager
Veolia Environnement SA
Oakville, ON
- Full-time
Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia…
Added 26 mins ago
A
Mechanical Technologist - Integration
AtkinsRéalis
Mississauga, ON
- Full-time
Reporting to the Manager of Retube Tooling – Common Tools, the Mechanical Technologist (Integration) would support Qinshan tooling scope. The candidate will be responsible for testing,…
Added 37 mins ago
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Director, Strategic Sourcing & Supplier Management
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
Added 37 mins ago
UM
Human Resources Advisor
Ubisoft Montréal
Quebec, QC
- Full-time
As a Human Resources Advisor at Ubisoft Quebec, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 39 mins ago
3T
Site Reliability Engineer
360 Technology
Toronto, ON
- Full-time
…Search, Consent Management, Analytics, Personalization and AI services and many more to…
Added 41 mins ago
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Client Advisor
RBC
Oakville, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 41 mins ago
UO
Pension & Benefits Advisor
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Manager, Benefits and Employment Services, the Pension and Benefits Advisor is primarily responsible for providing timely and critical support and advice to faculty and…
Added 56 mins ago
SI
Licensed Practical Nurse (LPN)
Seabird Island Band
BC · Agassiz, British Columbia
- Full-time
Identify gaps in services and inform the Manager and the Department Team.
Added 56 mins ago
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Addictions Counsellor Degree
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: As a member of the Community Recovery Services and under the general direction of the Manager of CRS the primary goal will be to restore, maintain and enhance the recovery…
Added 56 mins ago
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Manager, Operations and Support, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Manager, Operations Support leads the Support Professional team responsible for delivering high-quality operational and administrative support to Private Banking professionals and…

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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