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Added 4 mins ago
FH
Program Coordinator, Physician Quality Improvement (PQI)
Fraser Health Authority
Surrey, BC
- $32.43 to $46.62 CAD / hour
- Temporary
As a valued member of the Physician Quality Improvement team, you will:
Added 35 mins ago
SH
Assistant Manager I
Sunglass Hut
Winnipeg, MB
- Full-time
The Assistant Manager I is a core member of the leadership team that drives Sunglass Hut's success. The Assistant Manager I works in partnership with the Store/Multi Store Manager to…
Added 1 hour ago
T
Foire de l'emploi – Thursday, October 8, 2026 - Full-Time and Part-Time Opportunities Available
TD
Montreal, QC
- Full-time
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
Manager, Corporate Financial Reporting | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON
Strong communication and relationship-building skills, with experience partnering with senior stakeholders.
Added 1 hour ago
A
Senior Bilingual French Recruiter
AMS
Toronto, ON
- $76,000 to $100,000 CAD / year
- Full-time
…acting as the custodian of candidate quality and the hiring manager…
Added 1 hour ago
OC
Regional Manager - G.E. Booth Water Resources Recovery Facility
Ontario Clean Water Agency
Mississauga, ON · OCWA - GE Booth WWT
- Full-time
Oversee client relationship management in the business unit, along with providing support/attendance with client and Board meetings.
Added 1 hour ago
L&
Territory Manager (4 Days PT) Victoria/Duncan - 6 Month Contract
Lindt & Sprüngli USA
BC
- Part-time
We are looking for an enthusiastic and keen individual to fill the role of a temporary Territory Manager (4-Day PT) in Victoria/Duncan. Reporting to the Field Sales Manager, the Territory…
Added 1 hour ago
Assistant Manager I
EssilorLuxottica Group
Winnipeg, MB
The Assistant Manager I is a core member of the leadership team that drives Sunglass Hut's success. The Assistant Manager I works in partnership with the Store/Multi Store Manager to…
Added 2 hours ago
T
Customer Experience Associate - Riverview
TD
Riverview, NB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 3 hours ago
TS
Store Associate
The Salvation Army in Canada
Markham, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 3 hours ago
LB
Junior Digital Marketing Project Manager
Longhouse Branding & Marketing
Langley (District), BC · Langley, BC
- Part-time
The Junior Digital Marketing Project Manager is the main point of contact for helping our clients Get Seen with SEO, AEO and Digital Advertising. You’ll build and maintain strong client…
Added 3 hours ago
ON
Member Experience and Events Project Manager
Ontario Nurses' Association
Toronto, ON
- Full-time
ONA is seeking to fill the role of Member Experience & Events Project Manager on the Member Experience & Events Team at our Toronto office. This posting is for an existing vacancy. The…
Added 4 hours ago
B
Financial Planner
BMO
Sarnia, ON
- Full-time
Develops and implements a relationship management plan to meet the needs of client.
Added 4 hours ago
LM
Clinical Patient Advisor
LASIK MD
Mississauga, ON
- Part-time
Join our team, where our Great Place to Work® certification represents our commitment to creating a supportive and inclusive culture for every member of our organization.
Added 4 hours ago
V
Client Consulting Manager
Visa
Toronto, ON
- Full-time
The Client Consulting Manager will be a key member of Visa Consulting and Analytics (VCA), a team within Visa Advisory Services that drives tangible, impactful and financial results for…
Added 4 hours ago
AB
Senior Technical Project Manager - Demonware - Vancouver, BC
Activision Blizzard, Inc.
Vancouver, BC
- Full-time
We are looking for a talented Senior Technical Project Manager to join the Game Services Department at Demonware. You will work closely with internal partners, game development studios and…
Added 4 hours ago
GC
Manager, District Sales
Grainger Canada
Burnaby, BC
- Full-time
The Manager, District Sales will be responsible for achieving sales plan and account targets.
Added 4 hours ago
TS
Supervisor - 24/7 Programs
TRELLIS SOCIETY FOR COMMUNITY IMPACT
Calgary, AB
- Full-time
…day-to-day operational aspects in 24/7 programs. As an integral member of the 24/7 programs leadership team, the Supervisor ensures motivation and performance is maintained and in alignment…
Added 4 hours ago
E
Relationship Manager - Red Deer, AB
Engaged
Red Deer, AB
- $19 to $21 CAD / hour
- Full-time
CHN is currently seeking a Relationship Manager located in Red Deer, AB. As a Relationship Manager you have strong relationship-building skills and can problem-solve issues as they arise. A…
Added 4 hours ago
Area Manager, Fulfillment
GoBolt
Dorval, QC
We are on the lookout for an Area Manager in Dorval, Quebec, who shares our passion for customer satisfaction and safety excellence. In this dynamic role, you will play a crucial part in…
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Orleans, ON · Ottawa, ON
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 4 hours ago
T
Personal Banker
TD
Little Current, ON
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 4 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Markham, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 4 hours ago
FF
Group Fitness Instructor
Fuse Fitness Studio
AB · Calgary, AB
- Part-time
…training and one-on-one personal training is built to ensure every member receives support, guidance, and results-driven…
Added 5 hours ago
VS
General Manager (2026-10874)
Verve Senior Living
Toronto, ON
- Full-time
…residents and their families? Join Verve Senior Living as a General Manager, where you'll have the opportunity to lead an entire retirement community, balancing operational excellence,…

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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