Find work in Canada.

340,256 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
T
Personal Banking Associate Trainee
TD
St. Catharines, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 min ago
LH
Registered Massage Therapist
Lifemark Health Group
Cornwall, ON
- $61,901 to $90,788 CAD / year
- Full-time
pt Health - Cornwall Physiotherapy - 17373 South Branch Road, Cornwall, ON, K6K 1T3
Added 15 mins ago
GO
Environmental Enforcement Specialist (REPOST)
Government of Manitoba
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting to the Issue Manager of Environmental Compliance and Enforcement Branch, the Environmental Enforcement Specialist provides expert guidance, oversight, and support for…
Added 15 mins ago
SB
Sales Manager, Star Building Materials
Star Building Materials Edmonton
Nisku, AB
- Full-time
Reporting to the Director, Branch Operations, as the Sales Manager, you analyze the marketplace to develop sales targets and tactics; and effectively coach and lead the Sales force in…
Added 15 mins ago
E
Management Trainee
Enterprise
Cornwall, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 15 mins ago
RC
Account Manager
Rexel Canada
London, ON
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in London, ON you will develop strategies to increase sales growth in our existing customer database. Reporting to the Regional Sales Manager, you will also…
Added 15 mins ago
RC
Account Manager
Rexel Canada
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in Tri City (Kitchener, Waterloo, and Cambridge), you will develop strategies to increase sales growth in our existing customer database. Reporting to the…
Added 15 mins ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 16 mins ago
EH
Management Trainee
Enterprise Holdings
Cornwall, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 16 mins ago
AF
Financial Service Representative - LendDirect Office 1534
Attain Finance
Cambridge, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
Richibucto, NB
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 46 mins ago
HR
Sr Sales and Operations Coordinator
Herc Rentals
Port Coquitlam, BC
- Full-time
Building fluency with Fleet, Procurement, and daily dashboard and branch manager checklists
Added 1 hour ago
Branch Associate - Main Location
Calgary Food Bank
Calgary, AB
The Branch Associate will be at the heart of both client service and warehouse operations - ensuring a welcoming, respectful experience while supporting deliveries, stocking, and safety.…
Added 1 hour ago
T
Customer Experience Associate
TD
Langley (District), BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Customer Experience Associate
TD
Sault Ste. Marie, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Personal Banker- Etobicoke- Future Opportunities
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
SR
Project Manager
Swim Recruiting
Victoria, BC
- Contract
Our provincial government client is seeking an IT Project Manager to support its Finance organization’s Provincial Treasury / Banking and Cash Management Branch. The role requires practical…
Added 1 hour ago
ES
Senior Site Reliability Engineer – AEM
Epsilon Solutions Ltd.
Toronto, ON
- Full-time
Senior Site Reliability Engineer – Adobe Experience Manager (AEM), CDN and Edge Delivery
Added 2 hours ago
R
Client Advisor
RBC
Sudbury, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 2 hours ago
T
Personal Banking Associate-1
TD
AB · St. Albert, AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
B
Planificateur Financier
BMO
Hawkesbury, ON
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 2 hours ago
Epidemiologist
Government of Alberta
AB
The Health Analytics Branch provides population health information and analytical expertise to support health system planning, policy development, and decision-making. The branch compiles,…
Added 2 hours ago
Surveillance Data Coordinator
Government of Alberta
AB
The Health Analytics Branch provides population health information and analytical expertise to support health system planning, policy development, surveillance, and decision-making.

Closed listing

BMO

Financial Planner

Meaford, ON, Canada
Tara, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 10, 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 8, 2026

Similar jobs hiring now

Added 10 hours ago
Financial Advisor - Port Elgin/Owen Sound
Scotiabank · Owen Sound, ON, Canada
Added 10 hours ago
Financial Advisor - Port Elgin/Owen Sound
Scotiabank · Owen Sound, ON, Canada
Added 17 days ago
Financial Advisor, Investment & Retirement Planning - OWEN SOUND, ONT.
Scotiabank · Owen Sound, ON, Canada
Added 2 months ago
SUN LIFE FINANCIAL ADVISOR - Ontario
Sun Life · Owen Sound, ON, Canada

Search current openings

Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

10/09/2026

Address:

26 Sykes Street North

Job Family Group:

Retail Banking Sales & Service

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.

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.

About employer

More about this job

Responsibilities

Provides financial and investment planning advice to deliver solutions tailored to customer needs and goals. Proactively engages with new and existing customers to grow business through relationship management and strategic referrals.

Requirements

Requires 3-5 years of relevant experience and a post-secondary degree in a related field. 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
Referral generation
Strategic advice
Data analysis
Problem solving
Communication
Collaboration
Influence
Regulatory compliance

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
Investment Products
Mutual Funds
Retirement Savings Plans
Business Development
Relationship Management
Outbound Calling
Branch Referrals
Strategic Advice
Investment Strategies
Regulatory Compliance
Financial Industry
Performance Targets
Customer Experience
Stakeholder Management
Data Analysis
Personal Banking
Commercial Banking
Lending

Report this job