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Added 8 mins ago
Retail Sales Associate
Fire & Flower Inc.
Gravenhurst, ON
The Retail Sales Associate, under the direction of the Retail Experience Lead, is primarily responsible for greeting customers and providing guidance on where they may find items within the…
Added 8 mins ago
Budtender
Fire & Flower Inc.
Victoria, BC
Ensure that the customer service standards and product knowledge programs are implemented on an on-going basis
Added 8 mins ago
Senior Applications Developer- Mobile Apps (React Native)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON
Lead the development of new features and enhancements in our React Native applications for iOS and Android.
Added 8 mins ago
Senior IT Auditor
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Stellarton, NS · Dartmouth, NS · Calgary, AB
Ability to lead audit engagements independently while partnering effectively with stakeholders at all levels of the organization.
Added 8 mins ago
Director, Digital Experience Platforms
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Halifax, NS
Lead multiple engineering teams responsible for:
Added 8 mins ago
Quality Control Supervisor
ROBINSON
Calgary, AB
Lead inventory control and quality assurance activities to maintain high levels of inventory accuracy and operational excellence across the Distribution Centre.
Added 8 mins ago
LC
Health Service Coordinator
Loblaw Companies Limited
Mississauga, ON
- Full-time
…to customer service inquires pertaining to patient support programs, obtaining and documenting patient information, coordinating subsequent patient deliveries between patients and couriers,…
Added 8 mins ago
TB
PT Support Associate - Seasonal
Tory Burch
Winnipeg, MB
- Part-time
We will help you become great at what you love - Our Retail Excellence Programs in Styling, Coaching, Brand Ambassador (just to name a few) and supportive Retail Leaders are there to…
Added 8 mins ago
CH&E Specialist - Simulation & Digital Education
CAMH
Toronto, ON
…e-learnings for the Global Learning Academy as well as clinical programs to lead education and training for system-based provincial…
Added 8 mins ago
TB
PT Sales Associate - Seasonal
Tory Burch
Winnipeg, MB
- Part-time
We will help you become great at what you love - Our Retail Excellence Programs in Styling, Coaching, Brand Ambassador (just to name a few) and supportive Retail Leaders are there to…
Added 8 mins ago
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Senior Manager, KYC Technology and Capabilities Enablement (5579)
TD
Toronto, ON
- Full-time
Requirements leadership. Lead discovery and requirements gathering across KYC. Translate business, regulatory and risk needs into clear problem statements, functional and non-functional…
Added 8 mins ago
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Manager, Analytics and Insights - AI Accelerator
TD
Toronto, ON · Montreal, QC
- Full-time
Lead and develop a group of actuarial and data analysts specializing in data, analytics, and explainability of results
Added 8 mins ago
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FCRM Testing Analyst (5559)
TD
Toronto, ON · Markham, ON
- Full-time
Independently perform specific tasks from end-to-end, assigned by the review owner or team lead
Added 8 mins ago
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Supply Chain Associate
TD
Toronto, ON
- Full-time
May lead small projects and / or support work streams of a bigger project
Added 8 mins ago
T
Actuarial Analyst III
TD
Toronto, ON · Montreal, QC
- Full-time
Leads projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs
Added 8 mins ago
V
People Operations Specialist
VitalBio
Oakville, ON
- Full-time
…the secret ingredient behind a great employee experience. You lead with curiosity and empathy, treat accuracy and discretion like superpowers, and can't wait to take ownership of the…
Added 8 mins ago
LC
Bilingual HR Business Partner – Boucherville Distribution Centre
Loblaw Companies Limited
Boucherville, QC
- Full-time
Partner with HR Centres of Excellence to deliver programs and solutions across compensation, benefits, talent, and learning.
Added 8 mins ago
OM
Lead HR Business Partner
Orla Mining
ON · Musselwhite Mine, Ontario
- $111,000 to $124,000 CAD / year
- Full-time
Reporting to the Human Resources Superintendent, the Lead HR Business Partner is responsible for leading day-to-day HR service delivery across the operation. The role serves as the primary…
Added 8 mins ago
TS
Christmas Kettle Assistant
The Salvation Army Canada and Bermuda Territory
Orillia, ON
- Part-time
Minimum of one (1) year of prior related experience working in community-based programs would be a definite asset.
Added 8 mins ago
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Office Administrator
The Salvation Army Canada and Bermuda Territory
Listowel, ON
- Full-time
· Maintain an overview calendar of all programs and/or staff in order to flag conflicts in timing and location.
Added 8 mins ago
LH
Clinic Administrative Lead
LMC Healthcare
Barrie, ON
- Full-time
Our growing team is looking for an Clinic Administrative Lead who can work for us on a permanent full-time basis supporting our LMC Barrie clinic (370 Bayview Drive, Suite 110. Barrie, ON).
Added 9 mins ago
CN
Senior Contract Administrator
Canadian Nuclear Laboratories
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- Contract
Are you looking for a role that challenges you and lets you lead complex contract activities? Do you thrive in an environment where you guide teams, oversee high‑value contractual…
Added 9 mins ago
RB
Senior Interior Designer
Recruitment By Design
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
As a Senior Interior Designer, you will lead the planning, design, documentation, and execution of commercial interior projects. You'll collaborate with clients, consultants, contractors,…
Added 9 mins ago
DG
Assistant Sales Manager
Dilawri Group of Companies
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- Full-time
…Integrity, Innovation, and Giving Back guide how we work, how we lead, and how we serve our customers and communities. Through…
Added 9 mins ago
TI
Program Manager
TekStaff IT Solutions
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End-to-End Initiative Delivery & Scope Leadership; Lead the end-to-end delivery of assigned transformation initiatives by applying deep functional and topic expertise to shape scope,…

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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