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Added 4 mins ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
The Diagnostic Sales Manager (“DSM”) will manage their territory market share, book of business, and growth goals by promoting, selling, and supporting Antech Reference Lab services,…
Added 5 mins ago
KB
Shift manager - fast food restaurant
KFC/Taco Bell/Pizza Hut
Chatham, ON
- From $18.6 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 18 mins ago
S
Produce - Manager Produce
Sobeys
Barrie, ON
- Full-time
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 18 mins ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Prescott, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 18 mins ago
U
Field Sales Manager (Bilingual)
UNFI
Montreal, QC
- $79,800 to $125,800 USD / year
- Full-time
This position leads a team of Field Sales Representatives (Inside and Outside) with sales responsibility for taking and upselling store level orders at UNFI Canada’s DSD customers in all…
Added 18 mins ago
DG
Sales Consultant
Dilawri Group of Companies
Vancouver, BC
- Full-time
Land Rover North Vancouver is seeking a Sales Consultant to join our dynamic sales team. Reporting to the Sales Manager, this role plays a key part in driving dealership growth by…
Added 18 mins ago
DG
Sales Consultant
Dilawri Group of Companies
Vancouver, BC
- Full-time
Aston Martin & Bentley is seeking a Sales Consultant to join our dynamic sales team. Reporting to the Sales Manager, this role plays a key part in driving dealership growth by cultivating…
Added 18 mins ago
DG
F & I Manager
Dilawri Group of Companies
Vancouver, BC
- Full-time
The Financial Manager at Lamborghini, Aston Martin, and Bentley Vancouver plays a key role in supporting the dealership’s sales and finance operations. Reporting to the Sales Management…
Added 18 mins ago
N
Department Manager, Meat
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
The Department Manager, Meat is accountable for the efficient and fiscally- responsible operation of the department. The Manager will lead and manage staff to achieve the highest level of…
Added 18 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Prince George, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 18 mins ago
DG
Sales Admin
Dilawri Group of Companies
Langley (District), BC · Langley, BC
- Full-time
The Sales Administrator at Mercedes-Benz Langley plays a key role in supporting the Sales Manager, General Manager, and Sales team to ensure smooth and efficient dealership operations. This…
Added 18 mins ago
S
Produce - Manager Produce
Sobeys
Barrie, ON
- Full-time
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 48 mins ago
AI
Applications Engineering Manager, Nuclear
ATS Industrial Automation
Cambridge, ON
- Full-time
The Manager, Nuclear Applications Engineering provides strategic and operational leadership for the Nuclear Applications Engineering function. The role is responsible for the quality,…
Added 48 mins ago
DE
Operations Supervisor Exports
DHL Express
Ottawa, ON
- Full-time
Implements & follows up on Customer Service solutions as determined by Sales resource team.
Added 49 mins ago
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
Kelowna, BC
…diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing Coast…
Added 1 hour ago
OV
Concession Worker | Part-Time | Spruce Meadows
Oak View Group
Calgary, AB
- $15 CAD / hour
- Part-time
…capabilities across venue management, hospitality, and sponsorship sales. Founded in 2015, the company serves a collection of seven world-class owned venues and a client roster of the most…
Added 1 hour ago
OV
Event Cook | Part-Time | TD Station
Oak View Group
Saint John, NB
- $18.99 CAD / hour
- Part-time
…capabilities across venue management, hospitality, and sponsorship sales. Founded in 2015, the company serves a collection of seven world-class owned venues and a client roster of the most…
Added 1 hour ago
WR
General Manager
Wendy's Restaurant Of Canada
AB · Edmonton, AB
- Full-time
Role Description The General Manager is a full-time, on-site leadership role based in Calgary and Edmonton, AB, responsible for overseeing all aspects of restaurant operations. Day-to-day…
Added 1 hour ago
NR
STORE TEAM LEADER
Northern Reflections Ltd
Coquitlam, BC
- Part-time
team, and a commitment to delivering exceptional style, quality, and service.
Added 1 hour ago
NR
STORE TEAM LEADER
Northern Reflections Ltd
Ottawa, ON
- $18 to $19.85 CAD / hour
- Full-time
team, and a commitment to delivering exceptional style, quality, and service.
Added 1 hour ago
KA
Warehouse manager
Karam Associates Ltd.
Surrey, BC
- From $49 CAD / hour
- Full-time
- On-site
Supervise activities of other technical sales specialists
Added 1 hour ago
Part Time Tailor
Tailored Brands
Burlington, ON
Assist in training sales staff on tailoring fundamentals, including marking, fitting, measuring and pressing techniques.
Added 1 hour ago
SC
assistant store manager, Toronto, ON
Starbucks Coffee Company
Toronto, ON
- $56,000 to $66,500 CAD / year
- Full-time
Grow a successful, multi-million-dollar business: drive sales leveraging your business acumen, efficiency and problem-solving skills
Added 1 hour ago
M
Swing manager - fast food restaurant
McDonalds
Gananoque, ON
- From $19.95 CAD / hour
- Full-time
- On-site
Maintain records of stock, repairs, sales and wastage
Added 1 hour ago
KS
Field sales manager
Kognitive Sales Solutions
Gatineau, QC
- $17.6 to $22 CAD / hour
- Full-time
Lead sales team in building relationships with business clients and manage negotiations of sales contracts

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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