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Added 2 mins ago
IH
Business Development Manager
Inspired HR
Calgary, AB
- Full-time
…commercial business through relationships with contractors, property managers and other business…
Added 16 mins ago
R
Corporate Strategy Manager
Rightsline
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Domain exposure to rights, licensing, royalties, content distribution, or intellectual property, or a demonstrated ability to get deep in a complex domain quickly.
Added 16 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 16 mins ago
G
Student Finance Coordinator - Services
Graham
Calgary, AB
- Temporary
…Services division. Reporting to the Job Cost Administrator Manager, the Co-op Student Finance Coordinator plays a key role in supporting transaction processing activities across job…
Added 16 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 32 mins ago
Cleaner
Okanagan College
Kelowna, BC
Under the general supervision of the Manager, Property and Custodial Services, provides routine cleaning and maintenance service and performs other related duties as required.
Added 46 mins ago
TU
Business Development Manager
The Urban Painter
Calgary, AB
- Full-time
…commercial business through relationships with contractors, property managers and other business…
Added 47 mins ago
B
Planificateur Financier
BMO
Hawkesbury, ON
- Full-time
Added 47 mins ago
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Associate Director/Director, Private Markets Credit
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 1 hour ago
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Support Service Representative
BMO
Toronto, ON · YNG
- Full-time
May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.
Added 1 hour ago
QP
Operations Manager
QuadReal Property Group
Mississauga, ON
- Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 1 hour ago
FR
Resident Services Manager
FirstService Residential Canada
AB · Edmonton, AB
- Internship
Reporting to the Property Manager, the Residential Manager carries out the administration and execution of the day-to-day services and strategies in all assigned residential property…
Added 1 hour ago
T
Business Insights Analyst II
TD
Toronto, ON · Montreal, QC
- Full-time
Experience in Property & Casualty insurance, particularly in Underwriting, Pricing, Product, Claims, Risk, or Insurance Operations, is preferred.
Added 1 hour ago
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Manager, Community Partnership & Business Development
BMO
Vancouver, BC · FBT
- Full-time
As a key member of the New to Canada and Customer Growth team, the Manager, Community Partnerships & Business Development will be responsible for developing and executing community…
Added 1 hour ago
B
Executive Assistant
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 1 hour ago
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Mortgage Specialist
BMO
Toronto, ON
- Full-time
Added 1 hour ago
VH
Server Food & Beverage
Vantage Hotels
Valemount, BC · Best Western Plus Inn and Suites, Valemount, British Columbia
- Full-time
Best Western Plus Valemount | A Vantage Hotels Property
Added 1 hour ago
CP
Operations Manager
CleanStart Property Services
Vancouver, BC
- Full-time
Operations Manager, CleanStart Property Services (Vancouver)
Added 1 hour ago
CH
Director of Finance | Hotel PUR, Quebec, A Tribute Portfolio Hotel
Crescent Hotels & Resorts
Quebec, QC
- Full-time
…it’s an opportunity to be part of a dynamic, design-forward property where the energy of Quebec City is woven into every guest…
Added 1 hour ago
Operations Supervisor
Domtar Products
Port Alberni, BC
Awareness of potential financial impacts on operations and communicates or escalates matters in timely fashion, including destruction of property.
Added 1 hour ago
AZ Driver Merchandiser
CONA Services
Brampton, ON
Reporting to the Warehouse Supervisor or Manager, Coke Canada Bottling Driver Merchandisers (or Bulk Drivers) are responsible for delivery of pre-ordered product to assigned accounts,…
Added 2 hours ago
GC
Project Manager, Vancouver
GUNN Consultants
Vancouver, BC
- Full-time
…the project. This role is suited to an experienced Project Manager who is comfortable owning projects end-to-end and making decisions in a consulting environment. The Project Manager will…
Added 2 hours ago
R
Property Manager
RaisaHR
AB · Edmonton, AB
- Full-time
Our client is looking for an experienced, RECA-licensed Property Manager to oversee a portfolio of multifamily residential properties and play a key role in supporting the company's…
Added 2 hours ago
NP
General License Condominium Manager (OLCM)
Nova Property Management Experts
Ottawa, ON
- Full-time
Nova Property Management Experts is hiring a General Licensed Condominium Manager to lead a portfolio of condominium corporations in Ottawa, supported by a Limited Licensed Condominium…
Added 2 hours ago
B
Manager, Community Partnership & Business Development
BMO
Vancouver, BC
- Full-time
As a key member of the New to Canada and Customer Growth team, the Manager, Community Partnerships & Business Development will be responsible for developing and executing community…

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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