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Added 9 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 22 mins ago
PH
Marketing project manager
Prime Health Ltd.
Maple Ridge, BC
- From $38.5 CAD / hour
- Full-time
- On-site
Ensure appropriate business/commercial licenses are in place
Added 24 mins ago
Manager, Treasury
Rogers Communications
Toronto, ON
Reporting to the Senior Manager, Treasury, the Manager, Treasury will be responsible for administration and ongoing management of Treasury (banking, cash management, commercial paper…
Added 24 mins ago
M(
Responsable des ventes internes - Entreprises
MaintainX (An Autodesk Company)
Remote, Canada
- $136,000 to $220,000 CAD / year
- Full-time
- Remote
Collaborer avec les équipes chargées des opérations de chiffre d’affaires, de l’accompagnement commercial, du marketing et de la réussite client afin d’améliorer l’acheminement des…
Added 24 mins ago
Senior Connectivity Partnership Manager
Geotab
Oakville, ON · Toronto, ON · Waterloo, ON
Geotab is advancing security, connecting commercial vehicles to the internet and providing web-based analytics to help customers better manage their fleets. Geotab’s open platform and…
Added 35 mins ago
BT
Corporate sales manager
BUDDYPAY TECHNOLOGIES LTD.
Richmond, BC
- From $38.4 CAD / hour
- Full-time
- Hybrid
Plan, direct and evaluate the activities of sales departments in commercial, industrial, wholesale and retail and other establishments
Added 39 mins ago
DR
Design Lead
DMC Recruitment Group
Vancouver, BC
- Full-time
Design Lead - Commercial Furniture & Interiors
Added 39 mins ago
J
Inside Sales Representative
JobsMedia.io
Mascouche, QC
- Full-time
…logistics/transportation in collaboration with the counter manager. Request quotes from suppliers as needed and regularly inform the external representative and the sales manager of any…
Added 39 mins ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 39 mins ago
TR
Journeyperson Heavy Duty Mechanic
The RMC Group of Companies
Edmonton, AB
- Internship
…Mechanic to join our shop team in Edmonton. Reporting to the Shop Manager, the Journeyperson HD Mechanic is responsible for the maintenance, diagnosis, and repair of our fleet of ready-mix…
Added 39 mins ago
CC
Manager, Commercial Finance
Coca-Cola Canada Bottling Limited
Toronto, ON
- Full-time
We are recruiting a Manager, Commercial Finance, to join our Commercial Finance team. This strategic role leads the financial governance of Innovation Stages & Gates (S&G), with a strong…
Added 39 mins ago
PC
Design Engineer
Port City Young Professionals, LLC
Engineer, BC
- Full-time
…design and engineering analyses of various types of retail, commercial, industrial and residential site layouts throughout regions where we do business. Projects include working with…
Added 39 mins ago
XT
Class 1 Driver - PM
XTL Transport, Logistics, Distribution
Brossard, QC
- Full-time
Added 54 mins ago
D
Senior Account Manager, Healthcare
Desjardins
Toronto, ON
- Full-time
…business relationships with big strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He…
Added 54 mins ago
T
Senior Personal Banker Trainee – Home Borrowing
TD
Calgary, AB
- Full-time
Added 58 mins ago
RV
Communications strategist
Ramesh Verma Realtor
Calgary, AB
- From $38 CAD / hour
- Full-time
- On-site
Administer programs to promote industrial and commercial business investment in rural and urban areas
Added 1 hour ago
BI
Associate Director/Director, Private Markets Credit
BMO Insurance
Toronto, ON
- Full-time
…investment-grade and crossover private placements. The role also supports commercial lending, infrastructure debt, project finance, structured investments, and other private credit…
Added 1 hour ago
BC
Building maintenance manager
Bear Country Property Management
Sun Peaks, BC
- From $29 CAD / hour
- Full-time
- On-site
Evaluate construction projects when modifying commercial, transportation or recreational facilities and real estate
Added 1 hour ago
SM
Category Manager
Swish Maintenance Limited
Peterborough, ON
- Full-time
The Category Manager is responsible for managing assigned product categories from both a purchasing and merchandising perspective. This role balances product availability, supplier…
Added 1 hour ago
NF
Contracts Manager
NES Fircroft
AB · Edmonton, AB
- Contract
…initiatives, and leverages deep business knowledge to drive successful commercial…
Added 1 hour ago
O
Roofing Estimator
Outcape
Dartmouth, NS
- Full-time
This role supports commercial roofing projects through installation, repair, maintenance, and safe job-site execution.
Added 1 hour ago
C
Workplace Experience Coordinator
CBRE
Ottawa, ON
- Full-time
Explain detailed and/or complicated information within the team. Follow specific directions as given by the manager.
Added 2 hours ago
EL
Senior Brand Manager, Cardiometabolic Health
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Senior Brand Manager – Cardiometabolic Health
Added 2 hours ago
CI
Zone manager - sales
CW Impact Commercial Cleaning
Calgary, AB
- $25 to $30 CAD / hour
- Full-time
- On-site
Plan, direct and evaluate the activities of sales departments in commercial, industrial, wholesale and retail and other establishments
Added 2 hours ago
EC
Analyste, propositions et soumissions / Proposal-Quotations Analyst
Eaton Corporation
Laval, QC
- Full-time
Soutenir les propositions pour différents marchés, notamment les services publics, les centres de données et les secteurs industriel, commercial et gouvernemental.

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

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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

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