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Added 6 mins ago
LL
Professional services manager - business services
LAYERMETA LABS DEVELOPMENT LTD.
Vancouver, BC
- From $4,500 CAD / month
- Full-time
- Contract
- Hybrid
Added 9 mins ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 23 mins ago
L
Lead Project Planner (EPCM/Minerals Plant)
Lycopodium
Mississauga, ON
- Full-time
Reporting to the Project Controls and Planning Manager the Lead Project Planner will be responsible for establishing and maintaining the project schedule to assist in the management and…
Added 24 mins ago
CF
Confectionery manager
Chocolats Favoris
Québec, QC
- From $78,000 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 37 mins ago
BM
Forensic Community & Liaison Nurse, Registered Nurse (RN)/ Registered Psychiatric Nurse (RPN)
BC Mental Health and Substance Use Services
Vancouver, BC
- Full-time
…of Risk & Treatability (START). Ensure the Regional Clinic Manager is informed of emerging problems, unusual circumstances, plans of action, and legal issues concerning assigned clients.…
Added 45 mins ago
FF
Retail sales manager
Flooring for less
Vernon, BC
- From $40.5 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
UF
department manager
Uni-one Food Group Inc.
Ottawa, ON · Nepean, ON
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
L
Lead Project Planner (EPCM/Minerals Plant)
Lycopodium
Mississauga, ON
- Full-time
Reporting to the Project Controls and Planning Manager the Lead Project Planner will be responsible for establishing and maintaining the project schedule to assist in the management and…
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
AF
Financial Service Representative - LendDirect Office 1534
Attain Finance
Cambridge, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
BW
Psychologist, Neonatal Follow Up Program (NFUP)
BC Women's Hospital and Health Centre
Vancouver, BC
- Part-time
…of the Provincial Health Services Authority, report Program Manager for the Neonatal Follow Up Program (NFUP). Psychologists work collaboratively with interdisciplinary teams supporting…
Added 2 hours ago
PB
Retail sales manager
Provincial Building Services
Victoria, BC
- From $43.27 CAD / hour
- Full-time
- Contract
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 2 hours ago
PH
Lead, Replenishment and Distribution, Supply Chain
Provincial Health Services Authority
Cranbrook, BC
- Full-time
The Lead, Replenishment and Distribution reports to the Manager, Regional Distribution and is accountable for the day-to-day replenishment and distribution operations of a designated…
Added 2 hours ago
SR
Project Manager
Swim Recruiting
Victoria, BC
- Contract
Our provincial government client is seeking an IT Project Manager to support its Finance organization’s Provincial Treasury / Banking and Cash Management Branch. The role requires practical…
Added 2 hours ago
PH
Coordinator, Integrated Protection Services Operations
Provincial Health Services Authority
Vancouver, BC
- Full-time
Manage and reconcile operational expenses for incidental needs. Assist Manager to ensure all spending is properly coded and aligns with budget expectations. Work with vendors and purchasing…
Added 2 hours ago
TC
Senior Manager, Portfolio
Travelers Capital Corp
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Manager, Portfolio is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Manager, Portfolio requires a…
Added 2 hours ago
WH
Security Officer
Westmont Hospitality Group
Vancouver, BC
- Up to $22.79 CAD / hour
Additional duties as assigned by Supervisor or Manager
Added 3 hours ago
WH
Retail sales manager
Westgate Halal Meat & Deli
Edmonton, AB
- From $45 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 3 hours ago
PD
Confectionery manager
Pâtisserie Denis Tannous
Québec, QC
- From $35 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 3 hours ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Manager, Portfolio is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Manager, Portfolio requires a…
Added 3 hours ago
B
Planificateur Financier
BMO
Hawkesbury, ON
- Full-time
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.
Added 3 hours ago
M
Fruits and vegetables manager - retail
Maxi
Baie-Comeau, QC
- From $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 3 hours ago
B
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 3 hours ago
P
Capital Markets and Accounting Advisory Services, Manager
PwC
Vancouver, BC
- Full-time
As a CMAAS Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn't limited to:
Added 3 hours ago
P
Cybersecurity - Cybersecurity Generalist - Manager 2 - CS - G
PwC
Montreal, QC · Quebec, QC
- Full-time
Education (if blank, degree and/or field of study not specified)

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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