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Added 1 min ago
E
Management Trainee
Enterprise
Fort St. John, BC
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 1 min ago
BM
Resort Experience Manager - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
As a key member of the Resort Experience leadership team, the Manager, Resort Experience plays a vital role in shaping a culture of purpose-driven service, ensures operational excellence…
Added 10 mins ago
CI
Supply chain manager
Chengheng International Trade
Markham, ON
- From $61 CAD / hour
- Full-time
- On-site
Specialization/experience (business sales and services)
Added 32 mins ago
M
Store manager - retail
Maxi
Sherbrooke, QC
- $45,000 to $52,000 CAD / year
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 32 mins ago
M
Shift manager - fast food restaurant
McDonald's
Châteauguay, QC
- $44,000 to $50,000 CAD / year
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 33 mins ago
M
Shift manager - fast food restaurant
McDonald's
Beauharnois, QC
- $44,000 to $50,000 CAD / year
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 33 mins ago
M
Shift manager - fast food restaurant
McDonald's
Huntingdon, QC
- $44,000 to $50,000 CAD / year
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 35 mins ago
PB
Kitchen manager
Phillips Brewing L.P.
Victoria, BC
- From $27.5 CAD / hour
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 46 mins ago
FM
Finance Officer (NOC 12200)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
…posting, and reconciling daily financial transactions, including sales, cash receipts, bank deposits, and electronic payments, ensuring accuracy and completeness of all…
Added 46 mins ago
L
Assistant Manager, Guest Experience | Contract August 2026 - June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 46 mins ago
FM
Office Clerk (NOC 14100)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Compile and organize sales reports, spreadsheets, and promotional information for management review.
Added 48 mins ago
OC
Meat manager - food store
O' Connor's Meat Market
East York, ON
- From $43.3 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 49 mins ago
ND
Kitchen manager
Northern Dhaba HotHouse Takeout
Terrace, BC
- From $21.66 CAD / hour
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 50 mins ago
TH
Shift manager - fast food restaurant
Tim Hortons
Bromont, QC
- $16.6 to $18 CAD / hour
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 56 mins ago
TC
Kitchen manager
The Canadian Brewhouse
Leduc, AB
- From $56,160 CAD / year
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 58 mins ago
LD
Liquor store manager
Liquorville Didsbury
Didsbury, AB
- From $46.15 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Olds, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
Associé, produits consommables
Walmart Canada
Sherbrooke, QC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
Front End Checkout Team Associate
Walmart Canada
Ottawa, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 1 hour ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Ottawa, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
C
Assistant Store Manager I
Coach
Vancouver, BC
- Full-time
As an Assistant Store Manager at Coach, you’ll partner with the Store Manager to drive sales performance, operational excellence, and team development. You lead by example on the sales…
Added 1 hour ago
LV
Associate Category Manager
Lee Valley Tools
Ottawa, ON
- $60,000 to $75,000 CAD / year
- Full-time
The Associate Category Manager plays a vital role in delivering compelling and innovative products that resonate with our customers and drive business performance. This position supports…
Added 1 hour ago
PV
Keyholder
Pet Valu
Langley (District), BC
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 1 hour ago
M
Shift manager - fast food restaurant
McDonald's
Amos, QC
- $19 to $23 CAD / hour
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 1 hour ago
GB
Clothing store manager
Gupta Brothers Inc.
Brampton, ON
- From $37 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales

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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