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Added 3 mins ago
TB
Shift manager - fast food restaurant
Taco Bell
Cold Lake, AB
- From $18.3 CAD / hour
- Full-time
- On-site
Added 3 mins ago
BK
Restaurant manager
Burger King
Angus, ON
- From $57,138 CAD / year
- Full-time
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Added 3 mins ago
BK
Restaurant manager
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Parry Sound, ON
- From $50,440 CAD / year
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Added 4 mins ago
MR
Meat department manager - retail
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Burnaby, BC
- $46 to $48 CAD / hour
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Added 6 mins ago
MR
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Hinton, AB
- From $74,880 CAD / year
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Added 7 mins ago
TH
Food services manager
TIM HORTONS
New Liskeard, ON
- From $36 CAD / hour
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Added 7 mins ago
WC
District manager of franchise
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New Westminster, BC
- From $57.04 CAD / hour
- Full-time
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Added 11 mins ago
IH
Business Development Manager
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- Full-time
The Business Development Manager will divide their focus approximately equally between leading our sales team and developing new commercial B2B opportunities. You will coach and support our…
Added 17 mins ago
SN
Restaurant manager
Syl's Neighbourhood Kitchen
North Bay, ON
- From $38 CAD / hour
- Full-time
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Added 19 mins ago
CC
Cleaning service manager
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- From $38.5 CAD / hour
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Added 21 mins ago
LS
Assistant manager, restaurant
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- From $31.5 CAD / hour
- Full-time
- On-site
Added 25 mins ago
LH
2600002710 - Administrative Assistant
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- Full-time
…and volunteers, Lakeridge Health is a place where the best people want to start, grow, and finish their careers in health care. We are focused on fostering an environment that’s inclusive,…
Added 25 mins ago
JO
Territory Sales Manager Manitoba
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Dufferin, MB
- Full-time
JELD-WEN is currently seeking a Territory Sales Manager Manitoba to join our growing team.
Added 25 mins ago
A
Accounting Manager I
Altec
Milton, ON
- Full-time
…on values that place the customer first and prioritize our people as our greatest strength. Over the years, those values and our talented associates have helped us to earn the trust and…
Added 25 mins ago
B
Workplace Ambassador II
BGIS
Laval, QC
- Full-time
…will support the key differentiator of the organization – it’s people, by enabling a culture of high-performance…
Added 25 mins ago
R
Corporate Strategy Manager
Rightsline
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
You will be one of a small number of people with full visibility across the company. This role turns leadership’s direction into committed priorities, clear plans, and measurable goals, and…
Added 25 mins ago
GC
Account Manager
Grainger Canada
Saskatoon, SK
- Full-time
Our welcoming workplace enables you to learn, grow and make a difference by keeping businesses running and their people safe. As a Great Place to Work-Certified™ company, we’re looking for…
Added 25 mins ago
B
Facility Manager III
BGIS
Vancouver, BC
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 25 mins ago
B
Facility Manager III - Future Opportunities
BGIS
Vancouver, BC
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 26 mins ago
Wastewater Laboratory Technician
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Sechelt, BC
…charming seaside community of approximately eleven thousand people. We are grateful to live, work and play on the traditional and unceded territory of the shíshálh Nation. Known for our…
Added 26 mins ago
UO
Communications and Research Impact Specialist
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Edmonton, AB
- Full-time
…to and works closely with the MVF3C Strategic and Engagement Manager to produce communication plans for HiMARC’s research activities and the…
Added 34 mins ago
AC
Restaurant assistant manager
Arby's Cranbrook
Cranbrook, BC
- From $27.75 CAD / hour
- Full-time
- On-site
Added 37 mins ago
BR
Manager, restaurant
Buffet Royale Carvery
Edmonton, AB
- $40,000 to $45,000 CAD / year
- Full-time
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Added 39 mins ago
SP
Assistant manager, restaurant
Sam's Pizza
Riverton, NS
- From $22 CAD / hour
- Full-time
- On-site
Added 41 mins ago
PC
Program Manager- Adults Services
Pacific Coast Community Resources
Kelowna, BC
- Temporary
As our Program Manager, you will use your expertise to make a significant contribution to the people, caregivers, and communities we serve. Through a family-centred approach, you will…

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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