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Added just now
HB
Assistant Manager - BOSS Outlet, Mirabel
HUGO BOSS Canada, Inc.
Mirabel, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added just now
HB
Store Manager - BOSS Store, West Edmonton Mall
HUGO BOSS Canada, Inc.
Edmonton, AB
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added just now
HB
Store Manager - BOSS Store, Saint-Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 15 mins ago
LV
Operations Manager
Louis Vuitton
Toronto, ON
- Full-time
As an Operations Manager, you will ensure business opportunities are improved through efficient sales floor management. In partnership with the Client Care team members, you will facilitate…
Added 31 mins ago
S
Asset Protection Partner
sephora.com
Toronto, ON
- $25 to $30 CAD / hour
- Full-time
…opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition. The final pay offered will depend on…
Added 45 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
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- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 59 mins ago
PH
Procurement manager
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Maple Ridge, BC
- From $50 CAD / hour
- Full-time
- On-site
Specialization/experience (business sales and services)
Added 1 hour ago
M(
Responsable des ventes internes - Entreprises
MaintainX (An Autodesk Company)
Remote, Canada
- $136,000 to $220,000 CAD / year
- Full-time
- Remote
…officiel de commerciaux (chef d’équipe, ISR/AE senior ou futur manager prêt à assumer ce…
Added 1 hour ago
DR
Design Lead
DMC Recruitment Group
Vancouver, BC
- Full-time
Working closely with sales, project management and leadership, you will guide the design team, support complex projects and maintain a high standard of design and specification across the…
Added 1 hour ago
CC
Manager, Commercial Finance
Coca-Cola Canada Bottling Limited
Toronto, ON
- Full-time
We are recruiting a Manager, Commercial Finance, to join our Commercial Finance team. This strategic role leads the financial governance of Innovation Stages & Gates (S&G), with a strong…
Added 1 hour ago
D
Senior Account Manager, Healthcare
Desjardins
Toronto, ON
- Full-time
…responsible for prospecting, soliciting, developing and maintaining business relationships with big strategic clients operating in the commercial sector, with a view to promoting and…
Added 1 hour ago
S
Asset Protection Partner
sephora.com
Dartmouth, NS
- $25 to $30 CAD / hour
- Full-time
…opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition. The final pay offered will depend on…
Added 1 hour ago
T
Senior Personal Banker Trainee – Home Borrowing
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
PB
Key Leader
Poppy Barley Inc.
Vancouver, BC
- Part-time
…delegation of store workload, and provide leadership on the sales floor. You’ll have an opportunity to share your passion for Poppy Barley through sharing our history, values and product…
Added 2 hours ago
M(
Manager, Inside Sales - Enterprise
MaintainX (An Autodesk Company)
Remote, Canada
- $136,000 to $220,000 CAD / year
- Full-time
- Remote
We're hiring a Manager, Inside Sales to lead a team of 5-6 ISRs, coach them into strong closers, and help build this function from the ground up. You'll be a player-coach: close enough to…
Added 2 hours ago
R(
Team Lead (Full time) - Reitmans
Reitmans (Canada) Ltée/Ltd
Sherwood Park, AB
- Full-time
Support store performance by contributing to the achievement of sales goals and ensuring alignment with company objectives and key performance indicators (KPIs).
Added 2 hours ago
B&
Retail Assistant Store Manager-PLACE LAURIER
Bath & Body Works
Quebec, QC
- $26.25 to $32.95 USD / hour
- Full-time
Career Development | Medical and Dental Benefits | 40% Discount | Maternity and Parental Leave | Tuition Assistance
Added 2 hours ago
SM
Category Manager
Swish Maintenance Limited
Peterborough, ON
- Full-time
The Category Manager is responsible for managing assigned product categories from both a purchasing and merchandising perspective. This role balances product availability, supplier…
Added 2 hours ago
TB
Store Lead
Tailored Brands
Lethbridge, AB
- Full-time
As a Store Lead, you will partner with your Store Manager to support store team members to achieve sales performance expectations through active coaching, development of a team selling…
Added 2 hours ago
CF
Business Development Manager
CI Financial
Vancouver, BC
- Full-time
We are currently seeking a Business Development Manager (BDM) who will be responsible for sales and asset retention and brand promotion of all CI Global Asset Management investment…
Added 2 hours ago
EL
Senior Brand Manager, Cardiometabolic Health
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…least 50% of the time), determined in collaboration with your manager and based on business…
Added 2 hours ago
HF
Senior Manager, Major Gifts And Campaigns
Habitat for Humanity Halton-Mississauga-Dufferin
Burlington, ON
- Full-time
Role Description The Senior Manager, Major Gifts and Campaigns is a full-time, on-site role based in Burlington, ON. This position leads the development and execution of major gift…
Added 2 hours ago
B&
Project Manager - Transmission & Distribution (Toronto)
Burns & McDonnell
Toronto, ON
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Assist in developing and implementing business development and marketing activities. Focus will be to drive growth of existing clients and the development of new clients through…
Added 3 hours ago
BC
Business Intelligence Analyst – Finance, Corporate Solutions
BBA Consultants
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
You’ll work closely with the Finance and Accounting group, business stakeholders across the organization (Sales, Project Management, HR), your team members and other IT groups, including…
Added 3 hours ago
FT
Senior Network Engineer
Franklin Templeton
Toronto, ON
- Full-time
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals,…

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.

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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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