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Added 4 mins ago
MS
Gerant(e) du service
Michaels Stores
Saint-Jérôme, QC
- Full-time
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOP’s) and Company programs to ensure compliance to applicable laws and requirements; ensure…
Added 4 mins ago
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Manager, Insurance Compliance
BMO
Toronto, ON · YNG
- Full-time
The Manager, Insurance Compliance will provide advice and support to Insurance lines of businesses to ensure that Regulatory Programs operate in compliance with legal and regulatory…
Added 4 mins ago
B
Divisional Sales Manager
BMO
Vancouver, BC · FBT
- Full-time
…Maximizes the productivity and effectiveness of each Regional Sales Manager through clear expectations, disciplined performance management, coaching, and…
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B
Gestionnaire de portefeuille
BMO
Montreal, QC · DEMA
- Full-time
Attracts, retains, and enables the career development of top talent.
Added 4 mins ago
B
Junior Analyst - Distribution Strategy
BMO
Toronto, ON · FCP
- Full-time
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Added 4 mins ago
AF
Career Practitioner
Association for New Canadians
Grand Falls-Windsor, NL
- Full-time
- Temporary
Reporting to the Manager of Employment Services – Humanitarian Migrants, the Career Practitioner is responsible for assisting newcomers to Canada with preparing for, obtaining, and…
Added 4 mins ago
CM
Assistant Store Manager - Kerrisdale
Choices Market
Vancouver, BC
- Full-time
…and a quality driven leadership style. Alongside the Store Manager you will be responsible for team member hiring, development and administration, as well as ensuring the delivery of…
Added 15 mins ago
AS
PUBLIC RELATIONS AND PROGRAM COORDINATOR - RICHMOND HILL, ON
Al-Ayn Social Care Foundation Canada
Richmond Hill, ON
- Full-time
…successful team, you will play a significant role in the growth and development of the organization and an important part in developing an integrated approach to increase the organization’s…
Added 15 mins ago
IG
Continuous Improvement Leader
IMT Group
Ingersoll, ON
- $98,400 to $147,600 CAD / year
- Full-time
Anticipated 18–24-month development pathway toward potential future Plant Manager consideration. This position is intentionally designed to provide broad operational and leadership…
Added 15 mins ago
CH
Night Auditor
Crescent Hotels & Resorts
London, ON
- Part-time
…our health & wellness programs, best in class learning and development or our travel discounts that ‘feed your inner explorer’, we work hard to create and deliver on what YOU need. We are…
Added 15 mins ago
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Supply Planner
Artika
Montreal, QC
- Full-time
…beautiful, accessible, and enjoyable. Bringing together product development, engineering, and design, we turn practical ideas into high-quality, well-designed solutions for everyday…
Added 15 mins ago
HC
Engineered Solutions Specialist
Hilti Canada
Oakville, ON
- Full-time
Support the delivery of engineering designs for our BIM services. Attend project coordination meetings and support BIM Project Manager with client technical questions.
Added 15 mins ago
BC
Student Recruitment Specialist
British Columbia Institute of Technology
Burnaby, BC
- $62,669 to $68,082 CAD / year
- Contract
…goals and business plans. This position works closely with the manager to develop partnerships within the institute and build relationships with industry associations and key secondary and…
Added 17 mins ago
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Senior DevOps Engineer - Healix
Deloitte
Toronto, ON
- Full-time
…RDS/Aurora, DynamoDB, object storage and CDN, KMS, Secrets Manager, SNS (alerting), Lambda, EventBridge, and CI/CD (CodePipeline / CodeBuild, connections to source control) - plus IAM, VPC,…
Added 17 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 17 mins ago
OR
Manager, Life Insurance and Group Benefits
Oracle RMS Insurance Risk Management Services Inc.
Concord, ON
- Full-time
…productivity, operational efficiency, service excellence, and team development within a dynamic insurance brokerage environment. The position acts as a key link between advisors,…
Added 17 mins ago
WA
Senior Manager, Research
World Anti-Doping Agency
Montreal, QC
- Full-time
…science research; education; intelligence & investigations; development of anti-doping capacity; and, monitoring of compliance with the World Anti-Doping…
Added 19 mins ago
C
Grow Team Advisor (Agronomist) - Foremost Agro
Co-op
Foremost, AB
- Full-time
…Centre located in Foremost, AB. Reporting to the Agribusiness Manager, the Grow Team Advisor is responsible for building and maintaining strong customer relationships within the trading…
Added 19 mins ago
M
Manager, International Corporate Tax
MNP
ON · Mississauga, ON
- Full-time
Make an impact with our International Corporate Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory…
Added 19 mins ago
M
Senior Manager, Cross Border Individual Tax Planning
MNP
Toronto, ON
- Full-time
Make an impact with our Cross Border Individual Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory…
Added 19 mins ago
Territory Manager - LCBO/Grocery (GTA West) (14 mo. contract, FT)
Southern Glazer’s Wine and Spirits, LLC
Toronto, ON
Added 19 mins ago
Senior Client Manager - Montreal
Xerox
Montreal, QC
Up to six (6) weeks of EVOLVE Sales Development Program training hosted by the Xerox Global Learning and Development (L&D) team
Added 19 mins ago
GE
Sales Representative
GFL Environmental Inc.
Saint John, NB · Sussex, NB · Dartmouth, NS
- Full-time
Reporting to the Sales and Retention Manager, the Inside Sales Representative will be the initial point of contact for prospective and existing customers and will work with management and…
Added 19 mins ago
International Tax Advisory Services - Pillar Two - Manager or Senior Manager - Calgary
EY
AB · Calgary, AB
EY is looking for professionals with a transformative mindset to join our fast-growing Pillar Two Tax team as a Manager or Senior Manager. This role will give you the opportunity to work on…
Added 19 mins ago
S
Asset Protection Partner
Sephora
Toronto, ON · Etobicoke, ON
- $25 to $30 CAD / hour
Develop and maintain a professional relationship with all internal partners, local law enforcement agencies, mall security and other retailers.

BMO

Financial Planner

Toronto, ON, Canada

Full-time

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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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