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Added 41 mins ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
Added 41 mins ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
Added 41 mins ago
AC
Part Time Member Advisor
Affinity Credit Union
Prince Albert, SK
- Part-time
Added 41 mins ago
PF
Service advisor - auto repair
Patricia Ford Sales (1994) LTD
Manning, AB
- From $22 CAD / hour
- Full-time
- On-site
Added 1 hour ago
HM
Wealth Management Assistant (Licensed)
Harris Mosset Private Wealth Management
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
- On-site
Added 1 hour ago
UD
Information security advisor
Université du Québec
Québec, QC
- From $110,829 CAD / year
- Full-time
- Contract
- Hybrid
Health benefits, Financial benefits, Long term benefits, Other benefits
Added 2 hours ago
TA
Service advisor - auto repair
Total Auto Service
Waterloo, ON
- $18 to $28 CAD / hour
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 2 hours ago
CO
Corporate Financial Advisor
City of Kitchener
Kitchener, ON
- Full-time
The Corporate Financial Advisor role serves as a key strategic finance resource, providing advanced financial analysis, modeling, and advisory support. Reporting to the Manager of Budgets,…
Added 2 hours ago
SF
Automotive repair technical advisor
ST-ONGE FORD INC.
Shawinigan, QC
- $21 to $30 CAD / hour
- Full-time
- On-site
Health benefits, Financial benefits, Long term benefits, Other benefits
Added 2 hours ago
D
Investment Fund Product Specialist
Desjardins
Montreal, QC
- Full-time
Added 2 hours ago
CE
Service advisor - auto repair
CJ Equipment Sales & Service
Timmins, ON
- $20 to $38 CAD / hour
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 3 hours ago
L
Technical Account Manager
Leni
Toronto, ON
- Full-time
Added 3 hours ago
FT
Human Resources Advisor - Recruitment
Fountain Tire
Edmonton, AB
- Other
Join Fountain Tire as a Human Resources Advisor – Recruitment and go beyond traditional recruitment by building and continuously improving the strategies, tools, and resources that help our…
Added 3 hours ago
CA
Parts advisor
Centennial Auto Sport & Tire Charlottetown
Charlottetown, PE
- $17.5 to $21 CAD / hour
- Full-time
- On-site
Added 3 hours ago
CV
Experience Requirements Advisor
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
…results-driven individual for the position of Experience Requirement Advisor. We are committed to fostering an inclusive, collaborative, and innovative workplace, and we are proud and…
Added 4 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 4 hours ago
VF
Member Advisor (Vintage Hills Branch)
Valley First
Westbank, BC
- $46,900 to $50,200 USD / year
- Full-time
The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting…
Added 5 hours ago
AL
Service Advisor (Yorkton)
AgWest Ltd.
Yorkton, SK
- Full-time
AgWest Ltd. is looking for a highly organized and detail-oriented Service Advisor to join our Yorkton team.
Added 5 hours ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Added 5 hours ago
SI
Senior Director, Revenue Management
Saputo Inc.
Montreal, QC
- Full-time
Added 5 hours ago
RB
Financial Advisor - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal
Added 5 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 6 hours ago
RB
Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Added 6 hours ago
AF
Associate / Senior Associate, Infrastructure & Energy Transition Investment Banking
Astris Finance, LLC
Toronto, ON
- Full-time
Astris Finance is an independent financial advisory firm founded in 2000, specializing in the Infrastructure and Energy Transition sectors. With a strong track record in Project Finance and…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

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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