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Added 19 mins ago
HC
Maintenance Planner
Hartmann Canada Inc
Brantford, ON
- $75,000 to $90,000 CAD / year
- Full-time
We require the talent of a Maintenance Planner to join our team. This position plans and schedules routine and shutdown/planned outage maintenance tasks for plant and building equipment.…
Added 19 mins ago
SN
142R1-26-4 Registered Nurse – Contract (12 months)
Six Nations
Ohsweken, ON
- Full-time
Added 19 mins ago
SN
143R1-26-4 Registered Nurse – Part Time
Six Nations
Ohsweken, ON
- Part-time
Added 35 mins ago
GE
Truck Mechanic
GFL Environmental Inc.
Edmundston, NB
- Full-time
Plan and schedule repairs in M5 planner and procure all parts for successful plan.
Added 35 mins ago
Planning Student
Hatch
Mississauga, ON
Hatch is seeking a Planner Co-op Student for a 4-month internship beginning in January 2027. Reporting to the Project Controls Manager in the Project Management & Construction group you…
Added 1 hour ago
Production Planner
Westerkirk
Victoria, BC
Plans, schedules, and coordinates the activities throughout the manufacturing process within the manufacturing cell. Planning includes creating and managing work orders, managing queues and…
Added 1 hour ago
IA
Planner
Indotronix Avani Group
Toronto, ON
- Contract
The Planner/Scheduler is responsible for providing advanced planning and scheduling expertise for major, multi-year capital projects valued at more than $50 million annually. This role…
Added 2 hours ago
HN
Maintenance Planner
Hartmann North America
Brantford, ON
- $75,000 to $90,000 CAD / year
- Full-time
We require the talent of a Maintenance Planner to join our team. This position plans and schedules routine and shutdown/planned outage maintenance tasks for plant and building equipment.…
Added 2 hours ago
CO
Job ID #32268: Director, Development Planning
City of Hamilton
Hamilton, ON
- Full-time
…External applicants are considered only after the internal posting process has been completed. Only applicants chosen for an interview will be…
Added 2 hours ago
CO
Job ID #32269: Administrative Assistant II - Planning
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
…External applicants are considered only after the internal posting process has been completed. Only applicants chosen for an interview will be…
Added 2 hours ago
RB
Associate Wealth Advisor / Financial Planner
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 9 hours ago
DH
Assistant Banquet Manager
Delta Hotels by Marriott Prince Edward
Charlottetown, PE
- Full-time
Ensures employee awareness of the event phase portion of the Meeting Planner Survey and Guest Satisfaction Scores.
Added 10 hours ago
AG
Senior Media Planner
Adelphi Group
Toronto, ON
- Full-time
The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis. This role requires you to work as part of…
Added 10 hours ago
AG
Buyer, Integrated Investments
Adelphi Group
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 10 hours ago
AG
Senior Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis. This role requires you to work as part of…
Added 10 hours ago
AG
Supervisor, Communications Designer
Adelphi Group
Toronto, ON
- Full-time
The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis. This role requires you to work as part of…
Added 10 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
The role of a Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis.
Added 10 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
The role of a Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis.
Added 10 hours ago
AG
Senior Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis.
Added 10 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
The role of a Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis.
Added 10 hours ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
Proactively and independently prepare media point of views (POVs). Develop agency partners’ process and workflow to ensure a collaborative and efficient working relationship (process,…
Added 10 hours ago
AG
Senior Campaign Manager, Search
Adelphi Group
Toronto, ON
- Full-time
…Data Studio/Looker Studio, Google Analytics, Google Keyword Planner,…
Added 10 hours ago
AG
Sr. Campaign Manager, Search
Adelphi Group
Toronto, ON
- Full-time
…Data Studio/Looker Studio, Google Analytics, Google Keyword Planner,…
Added 10 hours ago
AG
Buyer
Adelphi Group
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 11 hours ago
PS
Schedular
Primoris Services Corporation
Edmonton, AB · Fab Shop
- Full-time
The Planner-Scheduler is responsible for preparing project schedules for mid to large scale projects, as per the project’s contract and budget requirements. The Planner-Scheduler will also…

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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