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Added 24 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Full-time
At Shoppers Drug Mart Inc., we seek great people to continually strengthen our culture. We believe great people model our values, are authentic, build trust and make connections.
Added 24 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Oshawa, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 24 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Picton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 24 mins ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Picton, ON
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 39 mins ago
TC
Strategic Initiatives Coordinator (Innovation)
The Corporation of the Town of Ajax
Ajax, ON · Town Hall
- Full-time
Reporting to the Manager of Strategic Initiatives, the Strategic Initiatives Coordinator (Innovation) serves as the Corporation’s subject-matter expert and internal catalyst for operational…
Added 54 mins ago
V
Senior Financial Analyst
Viatris
Toronto, ON · Etobicoke-Office
- Full-time
…address healthcare needs globally. With a mission to empower people worldwide to live healthier at every stage of life, we provide access at scale, currently supplying high-quality…
Added 54 mins ago
S
Seasonal Retail Sales Consultant-Part Time- Square One, ON
Swarovski
Mississauga, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 54 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Square One, ON
Swarovski
Mississauga, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 54 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Square One, ON
Swarovski
Mississauga, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 54 mins ago
G
Manager, Implementation (Remote, Canada)
GoCanvas
Remote, Canada
- Full-time
- Remote
The Manager, Implementation leads the GoCanvas/SiteDocs Implementation team, owning team performance, development, and process. This role holds 1:1s and career development conversations for…
Added 54 mins ago
TS
Community Services Caseworker
The Salvation Army Canada and Bermuda Territory
Victoria, BC
- Full-time
For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help…
Added 1 hour ago
SAP Solution Architect - Senior Manager (EAM/Plant Maintenance)
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
EY Technology Consulting is a fast-moving and high-growth area within EY. We are currently looking for a Senior Manager – SAP Solution Architect to join our Enterprise Applications…
Added 1 hour ago
C
Maintenance Superintendent
Carlisle
Crossfield, AB
- Full-time
We’re equally committed to our people, prioritizing safety, inclusion, career growth development, tuition assistance, and excellent benefits.
Added 1 hour ago
F
Acquisition Operations Manager
Float
Remote, Canada
- $120,000 to $150,000 CAD / year
- Full-time
- Remote
Our team is a collection of ambitious, collaborative and mission-driven people from all walks of life but with one goal: helping Canadian companies not just survive but thrive. And we’re…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Brantford, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
LC
Apparel Assistant Department Manager Part Time Day
Loblaw Companies Limited
Dieppe, NB
- Part-time
…experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for shoppers like ourselves in all our stores across…
Added 2 hours ago
LC
Bakery InStore Assistant Department Manager Full Time Day
Loblaw Companies Limited
Dieppe, NB
- Full-time
…experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for shoppers like ourselves in all our stores across…
Added 2 hours ago
W
Manager, Machine Learning Engineering - Agent Factory
Workday
Vancouver, BC · Canada, BC, Vancouver
- Full-time
We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and…
Added 2 hours ago
Produce - Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 2 hours ago
Quality Control Administrative Assistant
Rocky View County
Rocky View No 44, AB · Rocky View County, AB
…contributing meaningfully to the vibrant community of 45,000 people who call Rocky View County…
Added 3 hours ago
BP
Front End, Cashier & Customer Service Associate Part Time
Bass Pro Shops
Ottawa, ON
- Part-time
Reporting to the Retail Manager - Operations - Canada, Cashiers will greet and engage customers during the checkout process, process customer funds accurately and appropriately, while…
Added 3 hours ago
AI
Contrôleur/Controller
AutoCanada Inc.
Laval, QC
- Full-time
Added 3 hours ago
AI
Contrôleur/Controller
AutoCanada Inc.
Montreal, QC
- Full-time
Added 3 hours ago
For Eyes - Licensed Store Manager 3 - #R115 Calgary, AB
EssilorLuxottica Group
Calgary, AB
…of our company. Our commitment is to support and develop our people who have the desire, ambition, and potential to…

BMO

Financial Planner

Sarnia, ON, Canada

Full-time

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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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