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Added 8 mins ago
FB
Assistant Service Manager
Farm Boy Inc.
Richmond Hill, ON
- $21.5 CAD / hour
- Full-time
Lead regular team huddles to share goals, recognize achievements, exchange product knowledge, and provide meaningful feedback to build engagement and connection.
Added 10 mins ago
RS
Manager, Engineering - RMJ (AI Accelerated)
Redwood Software
Toronto, ON
- $135,000 to $160,000 CAD / year
As Software Development Manager, Redwood Automation Platform, you will lead multiple development teams and you’ll report to the Head of Engineering for Redwood’s core product platform at…
Added 10 mins ago
BS
Gestionnaire de Projets TI - Livraison de solutions & CI/CD / IT Project Manager - Solution Delivery & CI/CD
Browns Shoes
Montreal, QC
- Full-time
Added 10 mins ago
CL
District Manager - Supporting Eastern Canada Franchise locations
Chatters Limited Partnerships
Toronto, ON
- Full-time
We're looking for a District Manager to lead our Franchise locations within Eastern Canada, based in Ontario GTA. This is an exciting opportunity for an experienced multi-site leader who is…
Added 10 mins ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Gatineau, QC
- Full-time
…lasting connections and provide expert mortgage advice and product solutions that enables clients to secure their futures and own their…
Added 22 mins ago
AI
General Manager
Applied Industrial Technologies - Canada
Grande Prairie, AB
- Full-time
…your location(s), allowing you to showcase not only your sales development, strategic planning, and project management skills, but…
Added 22 mins ago
B
Supply Chain Agent (Corporate and Engineering Services)) [CONTRACT]
Bombardier
Dorval, QC
- Contract
Lead and participate in the development of the commodity by managing projects that would include the preparation of business cases.
Added 22 mins ago
D|
Director, Regulatory Affairs - Packaging Compliance & Packaging Creation - Global
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
- Full-time
We are looking for a Director, Regulatory Affairs - Packaging Compliance & Packaging Creation - Global who will lead our global packaging compliance and creation strategy, ensuring our…
Added 22 mins ago
D|
Brand & Communication Manager - Origins - Global
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
- Full-time
Lead end-to-end campaign development - from conceptualizing to briefing, to workback creation and execution.
Added 22 mins ago
A
Staff Data Developer
AtkinsRéalis
Montreal, QC
- Full-time
We are looking for a practical, collaborative, and technically strong Staff Data Developer who can lead complex engineering work while remaining close to delivery and operations. The role…
Added 22 mins ago
R
Principal AI Engineer, Agentic Models and Data Platforms
RBC
Calgary, AB
- Full-time
The Principal position will be responsible for leading and delivering key AI/Agentic initiatives under the AI Reuse Development Portfolio. The ideal candidate would leverage their extensive…
Added 22 mins ago
WS
Superviseur, expérience client / Customer Experience Supervisor
Walter Surface Technologies
Montreal, QC
- Full-time
Added 22 mins ago
TI
Cybersecurity Architect
Themesoft Inc.
Toronto, ON · North York, ON
- Contract
Security Technical Program Manager to lead and coordinate cybersecurity research, engineering, product evaluation, and emerging-technology initiatives from research hypothesis through…
Added 22 mins ago
MS
Project Manager
MacDonald Search Group
Montreal, QC
- Full-time
This individual will manage cross-functional pharmaceutical projects from product development through commercialization, coordinating technical, operational and client-facing activities to…
Added 22 mins ago
FB
Assistant Deli/Cheese Manager
Farm Boy Inc.
Toronto, ON
- $21.5 CAD / hour
- Full-time
Lead regular team huddles to share goals, recognize achievements, exchange product knowledge, and provide meaningful feedback to build engagement and connection.
Added 22 mins ago
1
Senior Engagement Manager
15Rock
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $120,000 CAD / year
- Full-time
We’re looking for an Engagement Manager to lead client projects from the initial scope through to the final presentation. You’ll use our AI platform to carry out research and analysis,…
Added 22 mins ago
M
Door Shop Painter
Metrie
Halton Hills, ON
- Full-time
…the founding family, we continue to have the same focus on product excellence and a superior customer experience. We help people transform houses into homes. You’ve probably seen our…
Added 22 mins ago
ST
VP of Engineering
Swiftlink Technologies Inc.
Richmond, BC
- Full-time
…engineering management capabilities. This executive will build and lead the engineering organization and oversee RF semiconductor products from design verification and prototype testing…
Added 22 mins ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Commission: Commissions are earned on each sale based on product type:
Added 24 mins ago
Store Manager
UFA Co-operative Ltd.
Stettler, AB
Lead a customer-focused team to deliver exceptional service and maintain product presentation aligned with corporate standards. Reinforce service expectations through coaching and feedback,…
Added 24 mins ago
Senior Security Engineer, Threat Response
Asana
Vancouver, BC
Our Security team keeps Asana's employees, users, and customers safe, by proactively addressing threats and fostering a culture of security throughout our product and operations.
Added 24 mins ago
PF
SALES AND EDUCATION MANAGER - ENCAN
Pierre Fabre Laboratories
Canada - Networks
- Full-time
Manage, animate, motivate and lead the sales & education team to develop and achieve sales results in accordance with the company’s commercial strategy across the defined geographic region.…
Added 24 mins ago
T
MDU Sales & Operations Manager
telMAX
Markham, ON
- $110,000 to $120,000 CAD / year
- Temporary
Lead Cross-functional initiatives for continuous process improvements, MDU programs and product development
Added 24 mins ago
Tangerine Advisor, Growth - Tangerine
Scotiabank
Toronto, ON
Using marketing and lead generation data, and through proactive prospecting outreach, seek out, identify and connect with existing Tangerine clients and prospects to build new client…
Added 24 mins ago
Manager, Financial Planning & Analysis (Group Treasury)
Scotiabank
Toronto, ON
Lead the consolidation and preparation of monthly and quarterly management reports for Group Treasury, ensuring completeness, accuracy, consistency of messaging, and adherence to reporting…

BMO

Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: 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

Original job description

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.

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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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