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Added 10 mins ago
TS
Program Co-ordinator
The Salvation Army Canada and Bermuda Territory
Hamilton, ON
- Part-time
The work schedule is determined in consultation with your manager and may vary according to therequirements of responsibility. Applicable shifts include a half hour unpaid meal break.
Added 10 mins ago
M
Finance Manager
MNA
Edmonton, AB
- Full-time
The Otipemisiwak Métis Government is recruiting for a Finance Manager. This role is responsible for supporting financial activities related to accounts payable, accounts receivable, and…
Added 10 mins ago
CT
CRM and Email Operations Specialist
Canadian Tire Corporation
Laval, QC
- Full-time
…Trio Hockey banners. Reporting to the Media and Go-to-Market Manager, this person will work closely with the CRM Lead, content and creative teams, as well as corporate CRM teams at Canadian…
Added 10 mins ago
Project Coordinator - Senior
Backwoods Energy Services
Edmonton, AB
Reports To: Project Manager / Senior Project Manager
Added 10 mins ago
H
Addictions Counsellor Degree
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: As a member of the Community Recovery Services and under the general direction of the Manager of CRS the primary goal will be to restore, maintain and enhance the recovery…
Added 10 mins ago
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Section Manager Tooling North
Cleveland-Cliffs
Tillsonburg, ON · CCTS Tillsonburg
- Full-time
…Tooling and Stamping, has an immediate opportunity for an Section Manager Tooling in our Tillsonburg, Ontario Stamping Facility. The Section Manager Tooling is responsible for the planning,…
Added 10 mins ago
AC
Manager, AI Integration and Academic Innovation (1 Year Contract)
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Chair, Teaching Excellence & Innovation, the Manager, AI Integration & Academic Innovation is responsible for advancing the College's artificial intelligence (AI)…
Added 10 mins ago
Territory Sales Representative
Freedom Mobile
Toronto, ON
…Scarborough, Durham, Bowmanville , Ontario. Reporting to the Manager, Regional Field Sales, the primary focus of the Territory Sales Representative role is to ensure they are continually…
Added 10 mins ago
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Operations Manager
BGIS
Edmonton, AB
- Full-time
The Operations Manager is responsible for providing leadership, operational oversight, strategic direction, and innovation across assigned facilities, portfolios, and service delivery…
Added 10 mins ago
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Business Development and Strategic Projects Manager
Co-op
Minnedosa, MB
- Full-time
Post-secondary education in Business Administration, Construction Management, Project Management, Commerce, Engineering Technology, Building Technology, or a related field.
Added 24 mins ago
C4
Finance Digital Marketing Specialist
Connect 4 Marketing Ltd.
Montreal, QC
- Full-time
Build and maintain tracking: GA4 properties, Google Tag Manager containers, triggers, tags, and key events, then verify them live (GTM Preview, GA4 Realtime)
Added 24 mins ago
ES
Project Manager - Construction and Energy Efficiency at Toronto!
Equans Services Canada & US
Toronto, ON
- Full-time
quans is looking for a Project Manager - Construction and Energy Efficiency at Toronto!
Added 24 mins ago
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Sales Account Manager
InfinitDrones
Woodbridge, ON
- Full-time
We are seeking a motivated and customer-focused Sales Account Manager to develop new business opportunities, manage customer accounts, and drive sales growth. The successful candidate will…
Added 24 mins ago
AC
Food Service Director
Aramark Canada
Kingston, ON
- $65,000 to $75,000 CAD / year
- Full-time
…opportunities within our organization. Reporting to a District Manager, Food Service Directors play a critical role in overseeing dining operations, client relationships, financial…
Added 24 mins ago
ME
Bookkeeper
MNP Executive Search & Professional Recruitment
Newmarket, ON
- Full-time
Work closely with the Office Manager and operations team to improve the flow of financial and project information.
Added 25 mins ago
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Intermediate Materials Technician
EXP
Burnaby, BC
- Full-time
…Working closely with Project Engineers/Managers and Discipline Manager to conduct construction observations and confirmation of construction materials design elements and conducting…
Added 25 mins ago
E
Intermediate Materials Technician
EXP
Burnaby, BC
- Full-time
…Working closely with Project Engineers/Managers and Discipline Manager to conduct construction observations and confirmation of construction materials design elements and conducting…
Added 25 mins ago
UH
Axon CPA | Senior Manager
UpSourced HR
Lethbridge, AB
- Full-time
…judgment, take ownership, and contribute their ideas. As a Senior Manager, you'll play a key part in driving growth for our clients, our team, our firm, and your own professional…
Added 25 mins ago
Technical Services Manager (Laser Technology Specialist)
BWXT
Kitchener, ON
As our Technical Services Manager you will provide leadership, technical oversight, and day-to-day management for Technical Specialists and Technicians supporting highly technical field…
Added 25 mins ago
BI
Software Development Manager
BrightOrder Inc.
Remote, Canada
- Full-time
- Remote
As a Software Manager, you will play a pivotal player-coach role, leading a team of talented developers in building and enhancing our EMDECS and emdecs one platforms. Reporting directly to…
Added 25 mins ago
VC
Project Coordinator
Valard Construction
Calgary, AB
- Full-time
…project scheduling, cost tracking, and communication between field construction staff and design engineers. This role involves coordinating cross-functional teams, external stakeholders,…
Added 40 mins ago
GT
Manager, Commercial Intelligence
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Director, Commercial Performance & Governance, the Manager, Commercial Intelligence is responsible for building and advancing the Commercial Intelligence function across…
Added 40 mins ago
AG
Electrical & Controls Project Engineer
Artemis Gold - Blackwater Project
Vancouver, BC
- Other
Reporting to the Engineering Manager - Capital Projects the Electrical and Controls Project Engineer is responsible for design and overseeing the planning, execution, and commissioning of…
Added 40 mins ago
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Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Added 40 mins ago
Revenue Operations Specialist
Diligent Corporation
Vancouver, BC
Support the Revenue Operations Manager in managing SKU workflows and request queues

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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