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Added 8 mins ago
B
Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 9 mins ago
AG
Gestionnaire, Planification Média / Manager, Connections Planning
Adelphi Group
Montreal, QC
- Full-time
Added 9 mins ago
ZT
Senior Manager, Technical Software Program Manager
Zebra Technologies
Mississauga, ON · CAN - Mississauga, Canada
- Full-time
The Senior Manager, Technical Software Program Management (TPM) for EMC SW Solutions is a leadership role responsible for steering large-scale, complex software programs from initial…
Added 9 mins ago
E
Health, Safety & Environmental (HS&E) Manager
EllisDon
Edmonton, AB · AB · Alberta Projects
- Full-time
You as a Health, Safety, and Environment (HSE) Manager will:
Added 9 mins ago
S
Business Development Manager, Senior
SGS
Calgary, AB
- Full-time
The Senior Business Development Manager leads strategic growth initiatives and plays a key role in shaping long-term business development strategies aligned with corporate objectives. In…
Added 23 mins ago
DA
Parts Manager - Relocate to Pincher Creek
Davis Auto Group
Calgary, AB
- Full-time
…Group family! As we continue to grow, we are seeking a Parts Manager to lead and shape our growing team. The successful candidate can expect to earn $80,000 - $100,000 annually, along with…
Added 23 mins ago
S
Business Development Manager, Senior
SGS
Calgary, AB
- Full-time
The Senior Business Development Manager leads strategic growth initiatives and plays a key role in shaping long-term business development strategies aligned with corporate objectives. In…
Added 23 mins ago
MM
Manager, Export Trade
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 23 mins ago
AS
Foreman - HVAC
Abbotsford School District
Abbotsford, BC
- Full-time
Under the general direction of the Manager - Mechanical, the Foreman - HVAC, provides direction and support to HVAC mechanics.
Added 23 mins ago
P
Product Manager
ProxyLink
Toronto, ON
- $100 to $105 CAD / hour
- Contract
ProxyLink is hiring an experienced Product Manager to lead the strategy, development, delivery, and continuous improvement of enterprise-scale digital products. The successful candidate…
Added 23 mins ago
MM
Manager, Export Trade
MSC Mediterranean Shipping Company
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 23 mins ago
T
Procurement Specialist
TEEMA
Vancouver, BC
- $50 to $60 CAD / hour
- Contract
…procurement work done. You do not need to be a senior Category Manager or have experience developing category strategies from…
Added 24 mins ago
P
Mergers and Acquisitions Tax, Manager \
PwC
Toronto, ON
- Part-time
As a Mergers and Acquisitions Tax, Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills…
Added 24 mins ago
D
Site Safety Coordinator
Durwest
Victoria, BC
- Full-time
Assist the Health and Safety Manager with safety compliance, audits, and documentation.
Added 24 mins ago
Manager of Commercial Financial Planning and Analysis (FP&A)
Greenfield Global Inc.
Mississauga, ON
We are seeking a Manager of Commercial FP&A, with a proven track record of success in leading meaningful change through hands-on execution. The ideal candidate demonstrates strong…
Added 24 mins ago
UO
Receptionist, Gateway Team-Based Care Teaching Clinic (GTBCTC)
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $4,334 to $4,445 CAD / month
- Full-time
This position will be directly reporting to the Clinic Manager. The incumbent works in close collaboration with other members of the GTBCTC and a wide range of partners internal and…
Added 24 mins ago
UO
Student Financial Business Support Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $7,727.33 to $11,112 CAD / month
- Full-time
…The Student Financial Business Analyst position report to the Manager, Student Financial Support and Associate Director, Business Solutions and…
Added 24 mins ago
FH
Registered Nurse, Medicine
Fraser Health
Surrey, BC
- Full-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 24 mins ago
FH
Registered Nurse, Internal Medicine
Fraser Health
Surrey, BC
- Full-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 24 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Added 24 mins ago
T
Personal Banking Associate - O'Brien, Ville Saint Laurent (Part-time, 18.75h/week)
TD
Montreal, QC
- Part-time
Added 24 mins ago
T
Private Banking Client Service Associate
TD
Toronto, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 24 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Added 24 mins ago
T
Personal Banking Associate Trainee
TD
Perth, ON
- Full-time
Added 24 mins ago
C
Field Case Manager - 12 months contract
Cencora
Brampton, ON · CAN > ON > Brampton > Maritime
- Full-time
The AbbVie Care Field Case Manager (FCM) plays a vital role in guiding patients, healthcare providers, and program partners throughout the patient’s journey on medication. Working primarily…

Closed listing

BMO

Financial Planner

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

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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