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Added 7 mins ago
P&
Gestionnaire de programme senior, Stratégie commerciale des nouveaux produits | Senior Program Manager, New Product Commercial Strategy
Pratt & Whitney
Longueuil, QC
- Full-time
…plusieurs marchés. Cela conduit à la nécessité d'un leadership du service client pour une entrée en service réussie de ces nouveaux…
Added 7 mins ago
PM
Clerk III - Nutrition Services
Prairie Mountain Health
Brandon, MB
- Full-time
Under the supervision of the Area Manager or Manager, Nutrition Services, the Clerk III Nutrition Services is responsible for the provision of a variety of clerical and administrative…
Added 7 mins ago
DO
Case Manager, Ontario Works
District of Sault Ste. Marie Social Services Administration Board
Sault Ste. Marie, ON
- Full-time
…to join our team based in Sault Ste. Marie as temporary Case Manager within the Ontario Works Division. The primary function of the Case Manager is to assist and support applicants and…
Added 7 mins ago
PM
Administrative Assistant
Prairie Mountain Health
Neepawa, MB
- Full-time
Province of Manitoba Class 5 Drivers License and access to a personal vehicle to provide service within the Prairie Mountain Health.
Added 7 mins ago
PM
Mental Health Liaison Nurse - Nurse III
Prairie Mountain Health
Dauphin, MB
- Full-time
Province of Manitoba Class 5 Drivers Licence, or equivalent from province of residence, and access to a personal vehicle to provide service within Prairie Mountain Health
Added 7 mins ago
PM
Environmental Services Aide (Housekeeping Aide / Laundry Aide)
Prairie Mountain Health
Carberry, MB
- Full-time
Under the direction of the Manager, Environmental Services or the Environmental Services Supervisor, the Environmental Services Aide is responsible for performing the following activities…
Added 7 mins ago
TH
Order Picker - Part Time (New Minas)
The Home Depot Canada
New Minas, NS
- Part-time
…out of the store and loaded onto the truck. As part of the Service Desk team, Order Picker associates need to be comfortable handling basic customer order-related transactions, such as POS…
Added 7 mins ago
TH
Associé(e) à la peinture (temps partiel)
The Home Depot Canada
Levis, QC · Saint-Lambert-de-Lévis, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 7 mins ago
TH
Associé(e) de la manutention (temps partiel)
The Home Depot Canada
Quebec, QC · Sainte-Foy–Sillery–Cap-Rouge, QC
- Part-time
…pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and order…
Added 7 mins ago
TH
Associé(e) au stationnement (temps partiel)
The Home Depot Canada
Quebec, QC · Sainte-Foy–Sillery–Cap-Rouge, QC
- Part-time
…parking lot is safe and welcoming for the customer. Customer service and GET behaviours play a vital role in this position, as the Lot Associate is often the first and last Associate to…
Added 7 mins ago
TH
Associé(e) aux vente, revêtement de sol (temps partiel)
The Home Depot Canada
Victoriaville, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 7 mins ago
TH
CAISSIER(ÈRE) PRINCIPAL(E) - disponible en tout temps
The Home Depot Canada
Montreal, QC
- Part-time
Added 7 mins ago
TH
Associé(e) au stationnement (temps partiel)
The Home Depot Canada
Vaudreuil-Dorion, QC
- Part-time
…parking lot is safe and welcoming for the customer. Customer service and GET behaviours play a vital role in this position, as the Lot Associate is often the first and last Associate to…
Added 7 mins ago
OH
Lead, Clinical Programs and Enterprise Planning
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
Reporting to the Manager, Cancer and Ontario Health Priorities, the Lead will connect Ontario Health portfolios, business units and regions with governments, health service providers,…
Added 7 mins ago
OH
Manager, Planning and Implementation
Ontario Health | Santé Ontario
Ottawa, ON
- Full-time
Added 7 mins ago
LH
Tenant Support Worker
Lookout Housing and Health
Abbotsford, BC
- Internship
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 7 mins ago
LH
Manager
Lookout Housing and Health
Vancouver, BC
- Full-time
The Manager is responsible for the oversight of Hsg Savoy Hotel, Cordova Residence, and Sakura So, ensuring all clientele receive the pertinent service.
Added 7 mins ago
TH
Associé(e) à la réception de soir (temps plein)
The Home Depot Canada
Vaudreuil-Dorion, QC
- Full-time
…store layout to provide the most efficient and highest quality service to our…
Added 7 mins ago
OH
Lead, Performance Management
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
…public, hospital, and community laboratories. Reporting to the Manager, Performance Management & Analytics, you will turn complex health data into clear insights that strengthen laboratory…
Added 7 mins ago
LH
Janitor/ Maintenance
Lookout Housing and Health
Vancouver, BC
- Internship
The Janitor Maintenance Worker reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 7 mins ago
L
5794 - Store Manager
Lids
Timmins, ON
- $20.5 USD / hour
- Full-time
…environment for their team, and delivering exceptional customer service by offering their expertise on Lids’ products and…
Added 7 mins ago
LH
Harm Reduction Worker
Lookout Housing and Health
Surrey, BC
- Internship
The Harm Reduction Worker (HRW) supports Lookout’s Harm Reduction Program under the direction of the Program Manager. The HRW gives oversight of harm reduction supplies throughout the…
Added 7 mins ago
KL
Manager, Facility Operations & Maintenance Services
Kawartha Lakes
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Manager, Facilities Operations and Maintenance Services
Added 7 mins ago
G
Site Manager - Geco/Wilroy Mine Sites
Glencore
Manitouwadge, ON
- Full-time
We are seeking a Site Manager to have direct supervisory responsibility for consultants, contractors, the Water Treatment Plant Coordinator and Technician. Join our team as the Site Manager…
Added 7 mins ago
TH
Lumber Sales Associate: Part Time - SHAWNESSY
The Home Depot Canada
Calgary, AB
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…

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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