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Added 12 mins ago
FH
Social Worker, BSW - Surrey Memorial Hosptial
Fraser Health
Surrey, BC
- Full-time
Reporting clinically to the Professional Practice Chief, Social Work and administratively to the Manager, Clinical Services, provides basic therapeutic clinical counseling services to…
Added 12 mins ago
CL
Home Share Coordinator
Community Living Society
New Westminster, BC
- Full-time
…Supported Individual into their family home. Reporting to the Manager of Home Share, the Home Share Coordinator maintains regular communication with both the Manager and the Home Share…
Added 12 mins ago
CI
Senior Analyst, Cash, Collateral & Settlements Operations (6-Month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
…partners across Finance, Legal and Risk, as well as external service providers, to support transaction processing, settlements, cash and position management, asset servicing and investment…
Added 12 mins ago
B
Support Service Representative
BMO
Toronto, ON · YNG
- Full-time
…payments. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer…
Added 22 mins ago
CR
Site manager - Homeless shelter
Canadian Red Cross
Montreal, QC
- Full-time
Reporting to the Operations Manager, the Site Manager supports the planning, coordination and continuous improvement of on-site service. They provide daily oversight of operations, support…
Added 22 mins ago
J&
Afternoon Shift - Junior Dispatcher
J & R Hall Transport Inc.
Ayr, ON
- $50,000 to $58,000 CAD / year
- Full-time
Escalate unusual or complex issues to an experienced dispatcher or manager.
Added 22 mins ago
PI
Program Coordinator
Polycultural Immigrant & Community Services
Toronto, ON
- Full-time
As a Program Coordinator in the field of Refugee Resettlement, you will be responsible for overseeing and coordinating the duties of the airport team that consists of Workplace Coordinators…
Added 22 mins ago
BH
Sr. Engineer - P&C Asset Management
BC Hydro
Burnaby, BC
- Full-time
The successful candidate will report to the Manager, P&C/Tel Strategy and Standards and join the Protection & Control (P&C) Asset Management team as a Senior Engineer. The P&C Asset…
Added 22 mins ago
G
Natural Resource Professional
GeoVerra
AB · Edmonton, AB
- Full-time
The primary purpose of this position is to assist the Forestry and Environmental team in executing field projects in accordance with the instructions provided by the client, project manager…
Added 27 mins ago
P
Capital Markets and Accounting Advisory Services, Manager
PwC
Vancouver, BC
- Full-time
As a CMAAS Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn't limited to:
Added 27 mins ago
P
Cybersecurity - Cybersecurity Generalist - Manager 2 - CS - G
PwC
Montreal, QC · Quebec, QC
- Full-time
Education (if blank, degree and/or field of study not specified)
Added 27 mins ago
T
Business Insights Analyst II
TD
Toronto, ON · Montreal, QC
- Full-time
…accurate views of underwriting performance, portfolio trends, service measures, and operational…
Added 27 mins ago
T
Personal Banker Trainee
TD
Calgary, AB · Canmore, AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 27 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 27 mins ago
T
Manager, IT Operations (Oracle & PostgreSQL Database Services)
TD
Mississauga, ON · Toronto, ON
- Full-time
The Manager, IT Operations is responsible for leading a team of Database Administrators and Engineers supporting mission-critical Oracle and PostgreSQL database platforms across…
Added 27 mins ago
JS
Implementation Specialist – Project Management
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
Reporting to the Senior Implementation Manager, Project Management, the Implementation Specialist – Project Management will:
Added 27 mins ago
C
Associate, Commercial Banking
CIBC
Toronto, ON
- Full-time
…role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada’s leading companies. You will be committed to delivering…
Added 27 mins ago
CB
Fleet/Equipment Lead Hand (CB)
Clark Builders
Edmonton, AB
- Full-time
Cover field-related responsibilities of Field Operations Manager while he is away, including dispatching Field Service Technicians
Added 27 mins ago
B
Manager, Community Partnership & Business Development
BMO
Vancouver, BC · FBT
- Full-time
As a key member of the New to Canada and Customer Growth team, the Manager, Community Partnerships & Business Development will be responsible for developing and executing community…
Added 27 mins ago
B
Executive Assistant
BMO
Toronto, ON · BMOPLACE
- Full-time
Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study.
Added 27 mins ago
B
Mortgage Specialist
BMO
Toronto, ON
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 27 mins ago
BG
Territory Manager
Brandt Group of Companies
Peterborough, ON
- Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Peterborough location.
Added 40 mins ago
M&
Domestic & Lifestyle Support Assistant
McCarthy & Stone
BC · Thompson-Nicola E (Bonaparte Plateau), BC
- Full-time
About the Role: This role consists of domestic services and independent living support. You’ll work closely with the Field Care Supervisor, House Managers and Registered Care Manager to…
Added 42 mins ago
CO
Public Works - Water & Sewer Operations Manager
City of Yorkton
Yorkton, SK
- Full-time
The Water and Sewer Operations Manager is responsible for the operational maintenance and regulatory compliance of the City’s water distribution and wastewater collection systems. This…
Added 42 mins ago
CC
Manager - Revenue Operations & Analytics
CARFAX Canada
London, ON
- $100,000 to $130,000 CAD / year
- Full-time
The Manager, Revenue Operations is responsible for supporting the sales and client-facing teams through reporting, analytics, process improvement, and operational leadership. This role…

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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