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Added 14 mins ago
Y
Facilitator, Mental Wellness
YBC
Kamloops, BC
- Up to $28 CAD / hour
Ensure the safety of all members, participants, staff, and property by following YMCA standards/policies/procedures.
Added 14 mins ago
DI
Specialist, Actuarial
Definity Insurance Company
Toronto, ON
- Full-time
Reporting to the Manager, Innovation & Special Projects, Personal Insurance Pricing, the successful candidate will play a key role in shaping the future of Personal Insurance through…
Added 14 mins ago
NC
Housing Support Worker
Neighbours Community Homes
Toronto, ON
- Full-time
…approach. The Housing Support Worker reports to the Housing Support Manager and works collaboratively with a multi-disciplinary team with staff from the Property Services and Finance…
Added 14 mins ago
NC
Housing Support Worker
Neighbours Community Homes
Canada
- Full-time
…approach. The Housing Support Worker reports to the Housing Support Manager and works collaboratively with a multi-disciplinary team with staff from the Property Services and Finance…
Added 14 mins ago
NC
Maintenance Worker
Neighbours Community Homes
Toronto, ON
- Full-time
…and in a manner that keeps the Maintenance Coordinator and Manager Property Services well-informed at all…
Added 14 mins ago
LC
Asset Protection Representative
Loblaw Companies Limited
Fredericton, NB
- Full-time
…scheduling as the APR plans own schedule which is approved by…
Added 29 mins ago
VE
Project Engineer (Water & Wastewater)
Veolia Environnement SA
Oakville, ON
- Full-time
Meet Quality Management System (QMS) requirements for project execution and documentation. Interface with project manager and customer on project and problem resolution.
Added 29 mins ago
HB
Director of Finance | Hotel PUR, Quebec, A Tribute Portfolio Hotel
Horseshoe Bay Resort
Quebec, QC
- Full-time
…it’s an opportunity to be part of a dynamic, design-forward property where the energy of Quebec City is woven into every guest…
Added 29 mins ago
B
UX/UI Designer, Winter 2027 (Co-op/Internship)- 8 months
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 29 mins ago
B
Customer Service Representative
BMO
Vancouver, BC
- Part-time
Added 29 mins ago
B
Financial Planner
BMO
Meaford, ON · Tara, ON
- Full-time
…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…
Added 29 mins ago
LH
Guest Experience Manager -FT- Chelsea - Toronto
Langham Hotel
Canada
- Full-time
…33 Teen Lounge. The Chelsea Hotel, Toronto is an independent property as part of the Langham Hospitality Group’s international portfolio of hotels and resorts. The Chelsea is proud to be…
Added 29 mins ago
C
Senior Manager, Content Development and Production (French Services) (On Site)
CBC/Radio-Canada
Sherbrooke, QC · Trois-Rivières, QC
- Full-time
Radio-Canada’s multimedia station in Sherbrooke is seeking a Senior Manager, Content Development and Production. Reporting to and working collaboratively with regional leadership, you will…
Added 30 mins ago
EE
Property manager
Eagle Eye Rentals Ltd.
Golden, BC
- From $50.08 CAD / hour
- Full-time
- On-site
Added 43 mins ago
CI
Claims Specialist
Cowan Insurance Group
Cambridge, ON
- Full-time
This role is reporting to the Manager, Claims. In this role, you will guide clients through the claims process, advocate on their behalf, and work closely with insurers, adjusters and other…
Added 43 mins ago
TI
Manager, Enterprise Risk Management
Teranet Inc.
Toronto, ON
- $140,400 to $152,100 CAD / year
- Full-time
…in land and commercial registries. We also market insightful property and data solutions, as well as practice management automation to thousands of customers in the real estate, financial…
Added 43 mins ago
CI
Claims Representative
Cowan Insurance Group
Cambridge, ON
- Full-time
Reporting to the Manager, Claims the successful candidate will be responsible for the reporting, management, and resolution of new and existing property, auto and liability claims for…
Added 44 mins ago
Leasing Administrative Assistant
Realstar
Pointe-Claire, QC
Realstar is a fully integrated management firm providing a full range of investment and property management services for the last 50 years. It is one of Canada’s largest multi-residential…
Added 44 mins ago
GS
FT - Property Manager Assistant (Toronto)
Good Shepherd Centres
Toronto, ON
- $27.85 to $30.43 CAD / hour
- Full-time
This position will report to the Property Manager. The Property Manager Assistant enhances the dignity and quality of life of our clients, visitors and staff by providing support to the…
Added 54 mins ago
AI
Property manager
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- $20 to $30 CAD / hour
- Full-time
- On-site
Added 59 mins ago
BC
Repair and Restoration Tech / Carpenter
BELFOR CANADA INC.
Waterloo, ON
- $27 to $32 CAD / hour
- Full-time
●Attention to detail and a keen sense of safeguarding other people’s property and information; and
Added 59 mins ago
B
Relationship Manager
BMO
Quebec, QC
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 59 mins ago
B
Analyst, Capital Markets Treasury - Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 1 hour ago
AR
Residential Property Administrator
Akelius Residential Property AB
Montreal, QC
- Temporary
The Property Administrator will work in partnership with the Property Manager to ensure that the business objectives of the assigned U.S. portfolio are achieved. The successful candidate…
Added 1 hour ago
IA
Maintenance Supervisor
IMP Aerospace & Defence
Halifax, NS
- Contract
Liaise with Facilities Manager to facilitate completion of assigned projects.

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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