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Added 14 mins ago
S
Senior Business Analyst, BCEHS
Sanya’k̓ula
Saanichton, BC
- Full-time
determine resource requirements, team member roles and responsibilities, allocate resources and monitor project schedule and milestones.
Added 14 mins ago
LM
FULL-TIME SERVICE ADVISOR
Langenburg Motors - 1967 Ltd
Langenburg, SK
- Full-time
Langenburg Motors is currently seeking a Full-Time Service Advisor to join our growing team.
Added 14 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
OF
Group Fitness Coach
Orangetheory Fitness Affiliates
Edmonton, AB
- $30 to $70 CAD / hour
- Part-time
Working hand-in-hand with the sales team to guide interested consumers, also known as intros, through their first Orangetheory workout
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Edmonton, AB
- Part-time
Responsible for providing exceptional service to multiple customers at one time and contribute to the store achievement of 5-Star Customer Service. Proactively address customer concerns…
Added 1 hour ago
TP
Electrical Designer
T&T Power Group
Wellesley, ON
- $70,000 to $100,000 CAD / year
- Full-time
…Distribution, and Automation products and services. We have an elite service and production team, an unbelievable atmosphere, and an unparalleled focus on customer satisfaction. Clients…
Added 1 hour ago
HT
Designer, Development (Service)
Husky Technologies
Bolton, ON
- Full-time
The successful candidate will join the team to tackle some of the most challenging problems. By following a systematic 8D problem solving process, the team member will analyze service data,…
Added 1 hour ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…relation to a job opportunity or testing, you should advise the member of the Talent Acquisition team in a timely fashion of any disabilities that requires accommodation measures in order…
Added 1 hour ago
HT
Industrial Software Validation
Husky Technologies
Bolton, ON
- Full-time
…relation to a job opportunity or testing, you should advise the member of the Talent Acquisition team in a timely fashion of any disabilities that requires accommodation measures in order…
Added 1 hour ago
HT
Engineering Team Leader (PET HR)
Husky Technologies
Bolton, ON
- Full-time
Team member development through: providing challenging goals, coaching, mentoring, providing technical leadership opportunity, performance management, individual development planning,…
Added 1 hour ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
…relation to a job opportunity or testing, you should advise the member of the Talent Acquisition team in a timely fashion of any disabilities that requires accommodation measures in order…
Added 1 hour ago
HT
Test Engineering Technologist
Husky Technologies
Bolton, ON
- Full-time
…offers an opportunity to work with – and be challenged by – a team of great people. Our success is possible because of the creativity, intelligence and passion of our people around the…
Added 1 hour ago
UO
Clinical Manager, Student Health and Wellness
University of Ottawa
Ottawa, ON · Minto Sports Complex
- Full-time
…well-prepared for fulfilling careers and future studies. Our team of more than 600 dedicated staff provides the services that keep students happy, well and thriving as they pursue their…
Added 1 hour ago
COOP Student, Data Sol Developer
CityofOttawa
Ottawa, ON
Work effectively as a team member and independently
Added 1 hour ago
C
Cast Member - Seasonal
Cineplex
Barrie, ON · CPX Barrie
- Part-time
Cineplex’s Cast Members are an integral part of the team who provide an exceptional entertainment experience to each and every guest. Cast Members have a range of responsibilities, each of…
Added 2 hours ago
KA
food service worker
Korean Air
Lethbridge, AB
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 2 hours ago
J
Civil Engineer - Design and Project Management, Urban Infrastructure, Greater Montreal Area
JobsMedia.io
Montreal, QC
- Full-time
…projects, is seeking an experienced civil engineer to join its team. The client's name will be disclosed to shortlisted…
Added 2 hours ago
EO
floor covering installer apprentice
End Of The Roll Flooring Centres
Nanaimo, BC
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 2 hours ago
RS
INTEGRATED CHILD & YOUTH CLINICAL COUNSELLOR (ICY-CC)
Richmond School District No. 38
Richmond, BC
- Full-time
…for children and youth (birth to 18) and their families. The service delivery will be flexible and outbound, reflecting the preferences of children, youth, and families.Each ICY team will…
Added 2 hours ago
FH
Program Medical Director - Indigenous Health
Fraser Health Authority
Surrey, BC
- Part-time
…services and continuous quality improvement for culturally safe service delivery, while working within a supportive team. Your commitment to action will enhance Indigenous cultural safety,…
Added 2 hours ago
FH
Coordinator, Milk/Formula Handling Room - Royal Columbian Hospital
Fraser Health Authority
New Westminster, BC
- $46.52 to $58.07 CAD / hour
- Volunteer
Ability to work as a team member and to deal effectively with patients, customers, families, caregivers, vendors and health professionals.
Added 2 hours ago
FH
Site Medical Director - Chilliwack General Hospital
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Chilliwack, BC
- Part-time
We are seeking an innovative physician to join our team as a Site Medical Director (SMD) for Chilliwack General Hospital (CGH). The SMD will build and support a culture of patient and…
Added 2 hours ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrated ability to work as a member of a multidisciplinary team
Added 2 hours ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
With over 130 years of service, BCHS is evolving with a renewed focus on excellence, collaboration, and innovation. Our strategic priorities center on Quality Care, Connected Teams, and a…
Added 2 hours ago
BC
Anesthesia Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
…patients' cardiorespiratory conditions. The AA is a collaborative team member, working alongside the nursing team to meet the needs of the patients who are under the care of an…

BMO

Financial Planner

Sarnia, ON, Canada

Full-time

Apply About employer

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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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