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Added 1 min ago
Manager, Export Liner / Gestionnaire, commerce service maritime d'exportation
MSC Mediterranean Shipping Company SA
Montreal, QC
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 1 min ago
R
Relationship Manager Business Markets Intern
RBC
Bathurst, NB
- Full-time
Completion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at…
Added 1 min ago
CS
Part-Time Unregulated Care Provider (UCP) - 11 PM to 7 AM
Cogir Senior Living
Pembroke, ON · Heritage Manor
- Part-time
Reporting to the Health and Wellness Manager, the Unregulated Care Provider (UCP) provides personal care and performs selected tasks, which are within their knowledge and skill, under the…
Added 1 min ago
BG
Territory Manager
Brandt Group of Companies
Red Deer, AB
- Full-time
The Territory Manager is responsible for driving business growth and market share within an assigned Area of Responsibility (AoR). This role focuses on building and maintaining strong…
Added 1 min ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
ON · Mississauga, ON
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 1 min ago
BG
CSA
Brandt Group of Companies
ON · Mississauga, ON
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 1 min ago
MS
Manager, Export Liner
MEDITERRANEAN SHIP.INC.
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 1 min ago
MS
Manager, Export Liner
MEDITERRANEAN SHIP.INC.
Montreal, QC
- Full-time
The Line Manager - Exports is responsible for the commercial performance, profitability, and strategic growth of assigned export trade(s) from Canada. This role owns the development and…
Added 1 min ago
S
Assistant Department Manager, Produce
Save-On-Foods
Duncan, BC
- Part-time
Previous retail or customer service experience (considered an asset).
Added 1 min ago
CG
Security Spare Guard - Kitchener
Commissionaires Great Lakes
Kitchener, ON
- Part-time
Required Education, Qualifications and Experience:
Added 1 min ago
R
Nike - Cashier Athlete/Athlète à la caisse - Galeries
Retailors
Quebec, QC
- Part-time
As our Nike Store Athlete (Store Associate) your mission will be to deliver a premium consumer experience by demonstrating the expertise to navigate through individual customer needs and…
Added 1 min ago
T
Value Engineer / Business Consultant
Trackunit
London, ON
- Full-time
…This is an individual contributor role - open to a Director or Manager title depending on experience - solely focused on value proposition development, value engineering, and business…
Added 1 min ago
Property Administrator
Medallion Corporation
Hamilton, ON
…and experienced people in all aspects of Property Management, Customer Service, Development, and Construction, people who are committed to delivering the very best in the role that they…
Added 1 min ago
BN
Store Manager - Mayfair Mall
Bailey Nelson
Victoria, BC
- Full-time
Constantly Improve: We set big goals and take initiative to improve Bailey Nelson and the customer experience.
Added 1 min ago
TG
Senior Information Analyst, Investigative Services (12 Months Contract)
TMX Group
Toronto, ON
- $30 to $35 CAD / hour
- Full-time
Provide top-level customer service and communicate clearly and discreetly with clients / external applicants who are having difficulty completing online PIF, Canadian criminal record checks…
Added 1 min ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 min ago
T
Senior Manager, Operational Resiliency Advisor
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 1 min ago
T
Senior Private Banker, Business Owner
TD
Barrie, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 1 min ago
T
Change Manager
TD
Halifax, NS · Markham, ON · Toronto, ON · Montreal, QC
- Full-time
Collaborate and co-create across business, technology, operations, risk, and project teams to deliver a positive colleague and customer experience.
Added 1 min ago
7
Fresh Food QA Technician
7-Eleven
Richmond, BC
- Full-time
…fuel through cutting edge innovation - working hard to be the customer's first choice. 7-Eleven empowers our employees to "activate awesome" and make a meaningful impact in their stores and…
Added 1 min ago
LV
Customer Advisor I
Lee Valley Tools
Ottawa, ON
- Up to $18.75 CAD / hour
…pride ourselves on providing quality products and renowned customer…
Added 1 min ago
WH
Night Audit Supervisor
Westmont Hospitality Group
Whistler, BC
- $24 to $28.42 CAD / hour
- Full-time
…Front Office and Resort Property in the absence of the Night Manager. Requires quick and innovative skills as a problem solver to resolve a broad range of challenges presented in the role…
Added 1 min ago
D
Client Relationship Manager, Group Retirement Savings
Desjardins
Calgary, AB · Vancouver, BC · Toronto, ON · Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a Client Relationship Manager for Group Retirement Savings at the national Client Relations Centre, you help develop and maintain business relationships with Desjardins Insurance clients…
Added 1 min ago
C
Contract Theater Manager
Cineplex
Langley (District), BC · CLSS Langley
- Full-time
Cineplex’s Theatre Managers are an integral part of the team who provide an exceptional experience to each and every guest. Theatre Managers work to ensure that Company policies,…
Added 1 min ago
CI
Supervisor (Part Time)
Carters Inc.
Toronto, ON
- Part-time
Maintain a genuine customer focus on the sales floor

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.

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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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