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Added 14 mins ago
NG
Normet Technical Specialist - North America
Normet Group
Sudbury, ON · Lively
- Full-time
Active contributor and team member in both the sales and service teams, North America
Added 14 mins ago
OR
Wireless Sales Manager- 3188 Langford
OSL Retail Services Inc
Langford, BC
- Other
Proven ability to drive Team, Sales Results and Service, with operational effectiveness
Added 14 mins ago
BB
Territory Manager, On-Premise - Toronto Core (United Division)
Breakthru Beverage Group
Toronto, ON · ON · Head Office Ontario CAN
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
BB
Territory Manager, Dual - Greater Montreal Area (United) *Contract*
Breakthru Beverage Group
Montreal, QC
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
BB
Territory Manager, Dual - Fraser Valley (Pinnacle Division)
Breakthru Beverage Group
Surrey, BC · Vancouver, BC
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
BB
Territory Manager OP - GTA North (United)
Breakthru Beverage Group
Toronto, ON · ON · Head Office Ontario CAN
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
BB
Territory Manager, Dual - Guelph/London (United Division)
Breakthru Beverage Group
Cambridge, ON · Kitchener, ON · ON · Head Office Ontario CAN
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
BB
Territory Manager, On-Premise - Montréal (United Division)
Breakthru Beverage Group
Montreal, QC
- Full-time
As a Territory Manager, you will be responsible for meeting or exceeding pre-determined service expectations while promoting product and fulfilling route management objectives. Through…
Added 14 mins ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Hurontario, Mississauga, ON
- $19 to $21 CAD / hour
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 14 mins ago
RB
Branch Manager
Royal Bank of Canada
Levis, QC
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 14 mins ago
HB
Assistant Store Manager - BOSS Store, Halton Hills
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 14 mins ago
TT
Salesforce Administrator - 12 month + Contract
Trojan Technologies
London, ON
- Part-time
Reporting to the Senior Manager, Commercial Excellence, the Salesforce Administrator is responsible for managing, optimizing, and supporting Trojan Technologies' Salesforce platform to…
Added 14 mins ago
TT
Commissioning Project Manager
Trojan Technologies
London, ON
- $75,000 to $85,000 CAD / year
- Full-time
As a Commissioning Project Manager at Trojan, you will help our customers meet their water quality objectives by guiding them through the equipment installation process and managing the…
Added 14 mins ago
Field Nurse Case Manager
Bayshore
NB
…Canada, Med Info, l’équipe de PV) et, en collaboration avec le service de pharmacovigilance, veille à ce que l’identification, la collecte de données dans le système source et les systèmes…
Added 14 mins ago
A
Conference Services Coordinator
AccorHotel
Banff, AB
- Full-time
…during periods of absence of the weddings and catering-only sales manager, while also providing essential coordination support to the Conference Services leadership team for group and…
Added 14 mins ago
TM
Senior Credit Representative
thyssenkrupp Materials NA
Windsor, ON
- Full-time
Partner with Sales, Customer Service, Operations, and Finance to support customer onboarding and credit-related matters.
Added 25 mins ago
M
fruits and vegetables manager - retail
MAXI
Saguenay, QC · Chicoutimi, QC
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 25 mins ago
CP
Regional Sales Manager
Charlotte Products Ltd.
Ottawa, ON
- Full-time
Join Charlotte Products as a Regional Sales Manager (Bilingual English/French)
Added 25 mins ago
DM
hotel assistant manager
Drifters Motel & Restaurant
Terrace Bay, ON
- Full-time
Added 25 mins ago
CN
Inventory Supervisor
Community Natural Foods
Calgary, AB
- Full-time
…facing, building displays and providing excellent customer service. This position will be responsible for ordering and transferring product as needed and will assist with receiving as…
Added 25 mins ago
NW
Senior Sales Account Manager
Newly Weds Foods
Mississauga, ON
- Full-time
Newly Weds Foods is looking for a passionate and results-oriented Senior Account Manager - Sales for the Ontario Market to drive growth across our portfolio of coatings and seasonings. In…
Added 25 mins ago
MI
Automotive District Manager
Midas International
Toronto, ON
- Full-time
The Automotive District Manager / Franchise Operations Specialist (FOS) will work closely in partnership with Regional Sales Managers (RSM) and Division Vice President (DVP) to actively…
Added 27 mins ago
R
Department Manager
RONA
Saint-Bruno, QC
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 27 mins ago
TT
Senior Procurement Specialist (13766)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 27 mins ago
LG
Store Manager - Full Time - Bayshore
L'OCCITANE Group (B Corp)
Ottawa, ON
- Full-time
As a Store Manager at L'Occitane at Bayshore, you will serve as the perfect host, curating a one-of -a-kind and immersive experience for our guests. Leading a vibrant team in the realm of…

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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