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Added 9 mins ago
LD
Beauty Advisor
London Drugs Limited
Surrey, BC
- Other
past experience as a makeup artist, cosmetician, beauty advisor, counter manager, skin care specialist, or similar job
Added 37 mins ago
JV
Associate DVM (Part-Time Casual) - Burlington
Juno Veterinary
Burlington, ON
- Part-time
…pet always at the forefront. You see the value in each team member, because together as one, you can heal and save lives. And while there's a whole lot of knowledge on your team, you…
Added 37 mins ago
EC
Daycare Level 2 Caregiver – Closed Internal/ Band Member Competition
Enoch Cree Nation
Enoch, AB
- Internship
Strong communication and relationship-building skills
Added 38 mins ago
T
Customer Experience Associate
TD
Brandon, MB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 38 mins ago
T
Customer Experience Associate - Fixed Term Contract
TD
Portage la Prairie, MB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 38 mins ago
B
Assistant Manager, Auto Service Centre
BCAA
Victoria, BC
- Full-time
We are currently hiring an Assistant Manager, Auto Service Centre to join our Automotive team. In this role, you will partner with the Service Manager to lead a high-performing team,…
Added 38 mins ago
Accounting Officer (GWO)
Scotiabank
Toronto, ON
Relationship Management - Maintain relationships with business line partners by:
Added 38 mins ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 38 mins ago
M
Manager, Assurance and Accounting - Private Enterprise Services
MNP
Vancouver, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 52 mins ago
EB
Senior Executive Assistant
EQ Bank
Toronto, ON
- Full-time
As a Senior Executive Assistant, you will serve as a trusted partner to one or more senior executives and a senior member of the Executive Assistant function within the Office of the…
Added 53 mins ago
Underground and Heavy Civil Group Leader
Mott MacDonald
Vancouver, BC
Engage proactively as a member of the Divisional Leadership Team and act as a trusted partner to Portfolio Managers, Resource Managers, and Division leadership.
Added 1 hour ago
CO
Member Services Clerk (Clerk B)
City of Winnipeg
Winnipeg, MB
- Full-time
…services to Members of the Winnipeg Police Pension Plan . Its Member Services unit delivers plan administration services, including the complete processing of activities such as…
Added 1 hour ago
GI
Sales Representative
Grimco, Inc.
Dartmouth, NS
- $45,000 to $60,000 CAD / year
- Full-time
…products and pricing with your Coordinator, Regional, or Branch Manager to inform strategic…
Added 1 hour ago
CH
Catering Sales Manager - Full-Time Maternity Leave Coverage
Crescent Hotels & Resorts
Rossland, BC
- Full-time
Previous hotel Catering and Sales manager experience (5 years preferred)
Added 1 hour ago
V
Financial Services Representative (BCGEU) - South Burnaby
Vancity
Burnaby, BC
- Part-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 1 hour ago
S
Department Manager, Centre of Store
Save-On-Foods
Surrey, BC · South Point - Surrey BC
- Full-time
We are hiring for a Department Manager, Centre of Store at our South Point Save-On-Foods location in Surrey, BC.
Added 1 hour ago
S
Department Manager, Wine
Save-On-Foods
Surrey, BC · Fleetwood - Surrey BC
- Full-time
We are hiring a Department Manager, Wine at our Fleetwood Save-On-Foods location in Surrey, BC.
Added 1 hour ago
T
Customer Experience Associate - Complexe St-Amable - Quebec City - 15 hours
TD
Quebec, QC
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
T
Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
T
Customer Experience Associate
TD
High Prairie, AB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
A
Receptionist/Concierge - Villa Forum
AgeCare
Mississauga, ON · Villa Forum
- Full-time
· Responds to resident or family member concerns and ensures appropriate action is taken within decision-making authority and/or brings to the attention of the Business Manager.
Added 2 hours ago
AC
Manager, Project Development - Mining and Metals Saskatoon
Allnorth Consultants Limited
Saskatoon, SK
- Full-time
We are seeking a Project Development Manager to join our Mining & Metals team. As a key member of the operations team, you will help strengthen Allnorth’s brand, build lasting client…
Added 2 hours ago
KB
Human Resources Business Partner
Kent Building Supplies
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Reporting to the Recruitment Manager, the District HR (Human Resources) Business Partner (HRBP) will act as a strategic partner for our stores. As an HRBP, you will play a critical role in…

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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