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Added 23 mins ago
EC
Product and Application Engineer Opportunity (Facade Focused)
EJOT Construction Fastening Systems Inc. Canada
Toronto, ON
- Full-time
Currently, we are looking for a Product and Application Engineer (Facade Focused) to be part of EJOT Canada’s technical team. He/She will be based locally in Ontario and will support…
Added 42 mins ago
TF
Experienced Bookkeeper
TYCORP FINANCIAL GROUP INC
Vancouver, BC
- $55,000 to $60,000 CAD / year
- Part-time
- Contract
- On-site
Details:* * Full Time position * Opportunity to grow the role alongside the company *Experience:* Minimum 2 years in related field *Job duties:* Bookkeeping: * Experience with QuickBooks…
Added 53 mins ago
CC
Warehouse Worker - Seasonal (2-Months)
Coca-Cola Canada Bottling Limited
Kelowna, BC
- Contract
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 2 hours ago
Facility Building Attendant
Region of Waterloo
Cambridge, ON
…opportunities for current and future generations. Waterloo Region is part of the Dish with One Spoon wampum, a treaty guiding our commitment…
Added 3 hours ago
UT
Graphics Engineer, Kernel API Team
Unity Technologies
Montreal, QC · CAN-Montreal
- Full-time
Contribute to the validation layer and conformance test suite, so that misuse is caught early and every driver can be held to the same contract.
Added 3 hours ago
SJ
Retail Shift Supervisor - Convenience
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Part-time
…and provide exemplary customer service in order to achieve sales budgets and maximize…
Added 3 hours ago
SJ
Retail Shift Supervisor - Gift Shop (SJH)
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Part-time
…and provide exemplary customer service in order to achieve sales budgets and maximize…
Added 3 hours ago
SJ
Retail Shift Supervisor - Convenience
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Part-time
…and provide exemplary customer service in order to achieve sales budgets and maximize…
Added 3 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Victoria, BC
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 3 hours ago
SD
Senior Manager, Trade relations, Generics Portfolio Strategy
Shoppers Drug Mart
Toronto, ON
- Full-time
…planning and delivery, vendor portfolio relationship development, contract management as well as working with the broader pharmacy team to deliver programs that achieve financial growth…
Added 3 hours ago
ZS
Sales Representative - Toronto, ON
Zedcor Security Solutions
Toronto, ON · Etobicoke, Ontario
- Full-time
Zedcor is looking to add to our existing sales organization in the Toronto area. We are looking to hire Sales Representative. Sales Representatives are a crucial position as we continue to…
Added 4 hours ago
SD
Senior Specialist, Beauty Operations - Contract
Shoppers Drug Mart
Toronto, ON
- Full-time
…level and to grow professionally and personally at the same time. This is your opportunity to be a Beauty…
Added 4 hours ago
M&
Toronto Commercial Real Estate Investment Sales Intern
Marcus & Millichap
Toronto, ON
- Full-time
…combines day-to-day exposure to the real estate investment sales business with structured education, training, and mentorship, including workshops and networking opportunities. Interns work…
Added 4 hours ago
M&
Vancouver Commercial Real Estate Investment Sales Intern
Marcus & Millichap
Vancouver, BC
- Full-time
…combines day-to-day exposure to the real estate investment sales business with structured education, training, and mentorship, including workshops and networking opportunities. Interns work…
Added 4 hours ago
BA
Auto Body Estimator (Red Deer)
Boyd Autobody & Glass
Red Deer, AB
- Full-time
At Boyd Autobody & Glass, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western…
Added 5 hours ago
B&
Business Development Representative
Black & McDonald Limited
Kelowna, BC
- Full-time
Develop reports and proposals as part of sales presentation to potential clients
Added 5 hours ago
Sr. Project Manager, Canada
Nordex Group
AB
Lead projects execution governance across the full project lifecycle, including Sales-to-PM handover, contract review, execution readiness, project team launch, weekly project meetings,…
Added 6 hours ago
Warehouse Worker - Seasonal (2-Months)
CONA Services
Kelowna, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 6 hours ago
Warehouse Worker - Seasonal (2-Months)
CONA Services
Kelowna, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 6 hours ago
CC
Sales Development Manager, Relief (8-Month Contract)
Coca-Cola Canada Bottling Limited
Victoria, BC
- Contract
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 6 hours ago
EG
Expedia Group Advertising Planning & Insights (EGA-PI) Manager (FTC)
Expedia Group
Toronto, ON
- $65,500 to $92,000 CAD / year
- Full-time
At Expedia Group, we help travelers explore the world, one journey at a time. As a global travel company powered by passionate people, trusted partnerships, and leading technology, we…
Added 6 hours ago
EG
Expedia Group Advertising Planning & Insights (EGA-PI) Manager (FTC)
Expedia Group
Vancouver, BC
- $65,500 to $92,000 CAD / year
- Full-time
At Expedia Group, we help travelers explore the world, one journey at a time. As a global travel company powered by passionate people, trusted partnerships, and leading technology, we…
Added 7 hours ago
B
Financial Planner
BMO
Sarnia, ON
- Full-time
…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…
Added 7 hours ago
KT
Front Counter Sales Representative
Kal Tire
Toronto, ON
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store, helping customers choose the right products and services while keeping things moving. This could…
Added 7 hours ago
Sales Development Manager, Relief (8-Month Contract)
CONA Services
Victoria, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…

BMO

Financial Planner

Sarnia, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 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 7, 2026

Original job description

Application Deadline:

10/21/2026

Address:

1362 Lambton Mall Rd, Unit 117

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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 personalized investment and financial planning advice to help customers achieve their goals while proactively identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and risk management frameworks.

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 planning
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Strategic planning
Financial advice

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
Mutual funds
Retirement savings plans
Investment strategies
Business development
Relationship management
Risk Management Framework
Sales targets
Customer experience
Financial industry
Regulatory compliance
Portfolio management
Outbound calling
Branch referrals
Strategic advice
Data analysis
Banking products
Lending
Investments

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