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Added 7 mins ago
NC
Account Development Specialist
NAPA Canada
Cranbrook, BC
- Full-time
Gather market intelligence and report service or product issues to assigned store managers and district sales manager
Added 7 mins ago
CR
maintenance manager
Courtenay Return It Depot
Courtenay, BC
- Full-time
Estimate costs of installing and maintaining equipment or service
Added 7 mins ago
IG
Senior Financial Analyst
Inland Group of Companies
Truro, NS · ITH Truro
- Full-time
The Senior Financial Analyst supports the Manager, Financial Planning & Analysis in the preparation of budgets, forecasts, internal reporting, and financial analysis across the Inland Group…
Added 17 mins ago
TH
Front End Associate Full Time - 7052 Regina East
The Home Depot Canada
Regina, SK
- Full-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 17 mins ago
BA
Auto Body Estimator (Red Deer)
Boyd Autobody & Glass
Red Deer, AB
- Full-time
Provide Customer with accurate and timely information, guiding them through the repair process and ensuring that they receive excellent customer service
Added 17 mins ago
OV
Ticket Taker | Part-Time | Temple Gardens Centre
Oak View Group
Moose Jaw, SK
- $15.7 to $15.85 CAD / hour
- Part-time
…capabilities across venue management, hospitality, and sponsorship sales. Founded in 2015, the company serves a collection of seven world-class owned venues and a client roster of the most…
Added 17 mins ago
FM
Area Sales Manager
Federal Mfg
Mississauga, ON · CA ON Mississauga
- Full-time
Are you a motivated sales professional who enjoys building relationships, finding solutions, and growing business? Join ID Technology and help customers improve their operations through…
Added 17 mins ago
L&
Assistant Store Manager - Halton Hills Premium Outlet
Lindt & Sprüngli USA
Halton Hills, ON · LCA - CAN - Retail - Halton Hills Premium Outlet - ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in Halton Hills Premium Outlet. The ideal candidate must…
Added 17 mins ago
L&
Territory Manager (4 Days PT) Victoria/Duncan - 6 Month Contract
Lindt & Sprüngli USA
BC
- Part-time
We are looking for an enthusiastic and keen individual to fill the role of a temporary Territory Manager (4-Day PT) in Victoria/Duncan. Reporting to the Field Sales Manager, the Territory…
Added 17 mins ago
L&
Assistant Store Manager - Masonville
Lindt & Sprüngli USA
London, ON · LCA - CAN - Retail - Masonville Place - ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in Masonville. The ideal candidate must possess strong…
Added 17 mins ago
L&
Gérant(e) de Magasin/Retail Store Manager - Place Ste-Foy
Lindt & Sprüngli USA
Quebec, QC · LCA - CAN - Retail - Place Ste-Foy - QC
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Store Manager for our Lindt store in the Place Ste-Foy location. The ideal candidate must possess strong…
Added 17 mins ago
L&
Assistant Store Manager - Sherway Gardens
Lindt & Sprüngli USA
ON · LCA - CAN - Retail - Sherway Gardens - ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in our brand new location in Sherway Gardens. The ideal…
Added 17 mins ago
L&
Retail Store Manager - Sherway Gardens
Lindt & Sprüngli USA
ON · LCA - CAN - Retail - Sherway Gardens - ON
- Full-time
We are looking for an enthusiastic, customer-focused, and results-driven individual to join our team as the Store Manager of our brand-new Lindt store at Sherway Gardens. The ideal…
Added 17 mins ago
L&
Assistant Store Manager - GTA
Lindt & Sprüngli USA
Toronto, ON · LCA - CAN - Corporate - Head Office - Toronto - ON
- Full-time
…continually seeking talented individuals who can inspire teams, drive sales performance, and bring our brand to life in-store. We are looking to connect with qualified candidates for future…
Added 17 mins ago
Assistant Manager I
EssilorLuxottica Group
Winnipeg, MB
The Assistant Manager I is a core member of the leadership team that drives Sunglass Hut's success. The Assistant Manager I works in partnership with the Store/Multi Store Manager to…
Added 37 mins ago
S
Asset Protection Partner
sephora.com
Toronto, ON
- $25 to $30 CAD / hour
- Full-time
Provide friendly, professional and knowledgeable service to clients as needed.
Added 44 mins ago
R
Assistant Store Manager-Retail
Roots
Waterloo, ON
- $45,000 to $55,000 CAD / year
- Full-time
- On-site
…WE?RE LOOKING FOR?We are currently hiring for a Assistant Store Manager. Reporting to the Store Manager, the Assistant Store Manager creates and maintains the Roots experience for our…
Added 52 mins ago
FC
Fit4Less Manager - Edmonton Depot 170
Fit4Less Canada
AB · Edmonton, AB
- Full-time
The Fit4Less Manager leads a team of club Associates to run a financially healthy club focused on clean, friendly, and automated experiences for both Members and Associates.
Added 52 mins ago
CG
Unit Retail Marketing Manager
Compass Group Canada
Oshawa, ON
- Full-time
The Unit Retail Marketing Manager (URMM) is a hands-on retail leader responsible for driving Same Store Sales (SSS), transaction, basket size, and overall retail performance at Durham…
Added 52 mins ago
SC
B2B Industrial & Commercial Sales Representative
Sparkling Cleaners
Hamilton, ON
- Full-time
We are seeking a high-caliber B2B Independent Sales Representative / Closer to target business owners, facility directors, administrators, and commercial property managers.
Added 52 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
- Full-time
As a Parts Lead, you will support customers, technicians, and internal teams with accurate parts service while helping coordinate daily workflow, inventory processes, ordering, returns,…
Added 52 mins ago
FC
Fit4Less Manager - Orangeville Fairgrounds
Fit4Less Canada
Orangeville, ON
- Full-time
The Fit4Less Manager leads a team of club Associates to run a financially healthy club focused on clean, friendly, and automated experiences for both Members and Associates.
Added 1 hour ago
MB
Coordinator, Marketing
Maison Birks
Montreal, QC
- Full-time
…built on quality, exclusivity, unique design and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each and every one…
Added 1 hour ago
Sr. Project Manager, Canada
Nordex Group
AB
The role of Senior Project Manager, PM directly supports the company’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. The Senior…
Added 1 hour ago
ET
telecommunications manager
Edmonton Tel Tech Ltd
Calgary, AB
- $55,000 to $60,000 CAD / year
- Contract
- On-site
Telecommunications Manager* Location: Calgary, Alberta Position: Full-Time Industry: Telecommunications / Fibre / Copper / Internet Services We are looking for an experienced and motivated…

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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