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Added 4 mins ago
Senior Account Manager, LCS Auto
Google
Montreal, QC
Individual pay is determined by factors including job-related skills, experience, and relevant education or training.
Added 19 mins ago
M
Restaurant manager
McDonald's
Edson, AB
- Full-time
Provides awareness training to employees to create a welcoming work environment for persons with disabilities
Added 19 mins ago
M
Restaurant manager
McDonald's
Hinton, AB
- Full-time
Provides awareness training to employees to create a welcoming work environment for persons with disabilities
Added 19 mins ago
GE
Little Chief Restaurant Evening Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…
Added 19 mins ago
GE
Little Chief Restaurant Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Restaurant Manager, the Restaurant Supervisor is responsible for all restaurant departmental operations during a prescribed shift. The work is typified as a…
Added 19 mins ago
GE
Little Chief Restaurant Breakfast Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…
Added 19 mins ago
BV
QUALITY ASSURANCE COORDINATOR
Bureau Veritas | Marine & Offshore
Mississauga, ON
- $54,000 to $60,000 CAD / year
- Contract
Supporting the QA function within the local laboratory. With supervision received from the QA Manager and/or QA Specialist, assisting in the implementation of the QA program to ensure that…
Added 19 mins ago
Senior Manager, Event Operations
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
…Convention Centre is excited to share that we are hiring a Senior Manager, Event Operations. As Senior Manager, Event Operations, you'll lead teams, improve processes, and create…
Added 19 mins ago
Finance & Insurance Advisor - Subaru Coquitlam
The Jim Pattison Auto Group
Port Coquitlam, BC
Manufacturer and in-house training are provided.
Added 19 mins ago
Financial Services - Business Office
The Jim Pattison Auto Group
Winnipeg, MB
…things the right way can translate well into this position. Training and support will be provided to help the successful candidate develop their knowledge of automotive finance and…
Added 19 mins ago
Senior Manager, Event Operations
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
…Convention Centre is excited to share that we are hiring a Senior Manager, Event Operations. As Senior Manager, Event Operations, you'll lead teams, improve processes, and create…
Added 19 mins ago
BA
Accounting Clerk
Barrie Area Native Advisory Circle
Barrie, ON
- Part-time
All employees are required to participate in organizational Indigenous Cultural Safety training and to engage in ongoing reflexive practices as part of their professional development. This…
Added 35 mins ago
TH
Overnight Freight Team Supervisor Full-Time - 7160 North Bay
The Home Depot
North Bay, ON
- Full-time
…and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to perform at their best and encouraging their personal and professional development…
Added 48 mins ago
TH
Lot Associate Part Time - 7038 Brandon
The Home Depot Canada
Brandon, MB
- Part-time
Plan the best method of loading and securing merchandise in customer’s vehicle as per Safe Loading Training.
Added 48 mins ago
SH
Licensed Practical Nurse (LPN) - Ambulatory Care - Urology
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Licensed Practical Nurse (LPN) is responsible for providing professional practical nursing services to designated…
Added 48 mins ago
SH
General Duty Nurse (N2) - Women's Health Labour & Delivery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
Registered Nurse (N2) - Labour Delivery Recovery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Clinical…
Added 48 mins ago
SH
Crisis Clinician (N3) - Crisis Services - Relief Team
Shared Health-Soins Communs
Winnipeg, MB
- Internship
Under the general direction of the Manager - Crisis Response Services and Clinical Team Leaders, and in collaboration with the CRC Clinical Team, the incumbent is responsible for providing…
Added 48 mins ago
SH
Registered Nurse (N2) - Labour Delivery Recovery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Clinical…
Added 48 mins ago
SH
Slating Clerk
Shared Health-Soins Communs
Winnipeg, MB
- Internship
Reporting to the Manager, Health Services, Adult Operating Room, the incumbent is responsible for:
Added 48 mins ago
SH
Unit Assistant
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Unit…
Added 48 mins ago
SH
General Duty Nurse (N2) - Child Health - CK5 Oncology
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
Wellbeing Leader
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Reporting to the Manager, Provincial Wellbeing, the Wellbeing Leader will be instrumental in supporting the development and implementation of wellbeing initiatives, prevention strategies,…
Added 48 mins ago
VE
Project Coordinator
VINCI Energies
Surrey, BC
- Full-time
The Project Coordinator is responsible for assisting the Project Manager in design and construction-related activities to aid in successful job completion while meeting safety and quality…
Added 48 mins ago
OP
SENIOR CIVIL ENGINEER – VICTORIA OR NANAIMO, BC
On Point Project Engineers Ltd.
Nanaimo, BC
- Full-time
Lead and mentor Engineers-in-Training and technologists

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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