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Added 2 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Sydney, NS
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 2 hours ago
Vape / Budtender PT (1 year Contract)
True North Construction Company
Sault Ste. Marie, ON
Job Types: Part Time Contract - Term hire date until -> Sept 2027
Added 2 hours ago
TE
Distribution Services Coordinator (12 Month Contract)
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON · Montreal, QC
- $47,813 to $65,875 CAD / year
- Full-time
- Contract
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Added 2 hours ago
Service Account Executive - Building Automation Systems
Convergint Technologies Ltd
Calgary, AB
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Service Account Executive - Building Automation Systems to join our amazing culture in Calgary, AB.…
Added 2 hours ago
NS
Inside Sales
Next Supply
Vaughan, ON
- Full-time
The Inside Sales position enhances customer and co-worker experiences by delivering customer order support, providing timely product knowledge, collaborating across departments and…
Added 3 hours ago
Call Centre Associate
Purdys Chocolatier
Vancouver, BC
Contract Term: August 31, 2026 to December 11, 2026, with potential extension through April 2027
Added 3 hours ago
VA
Direct Entry Captain King Air 200 - Air Ambulance
Voyageur Aviation
Dieppe, NB
- Full-time
…aviation services - from engineering and maintenance capabilities, part sales and logistics management to aircraft leasing, and contract flying…
Added 4 hours ago
A
Territory Manager, Facial Aesthetics - Quebec City and surrounding regions - 14 month contract
AbbVie
Quebec, QC
- Contract
Are you looking for an exciting full-time career, where development and high-performance are valued? AbbVie Canada is looking to connect with a Territory Manager to join our commercial…
Added 5 hours ago
MT
Account Manager, Lease & Rental
Maxim Truck and Trailer
Regina, SK
- Full-time
…long-term customer relationships with potential for additional sales across all divisions; controls Company costs through effective check-in/check-out procedures and related…
Added 5 hours ago
Store Associate
Sherwin-Williams
Parksville, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 6 hours ago
TH
Overnight Freight Associate 3 Month Contract Part Time - TORONTO GERRARD SQ
The Home Depot Canada
Toronto, ON
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 6 hours ago
BM
Brand Ambassador - Plinko
Brand Momentum
Temiskaming Shores, ON
- $19 CAD / hour
- Part-time
Job Type: Part-time, Contract (for timeline mentioned)
Added 7 hours ago
G
COO/CFO - GovernGPT (Montreal)
GovernGPT
Montreal, QC
- $150,000 to $220,000 USD / year
- Full-time
So we are now a team of 6 engineers (one is ceo who’s now sales) and 1 sales.
Added 7 hours ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
…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…
Added 7 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the…
Added 7 hours ago
B
Senior Relationship Manager, Commercial Banking (Financial Services Group)
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 7 hours ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
…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…
Added 7 hours ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 7 hours ago
B
Mortgage Specialist
BMO
Granby, QC · GRBY
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 8 hours ago
Store Associate
Sherwin-Williams
Cranbrook, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 8 hours ago
PL
YVR - Wine Associate
Paradies Lagardère
Richmond, BC
- Part-time
Pay: $18.25/hour + tips - Part-time or Fulltime
Added 9 hours ago
B
Community Residential Manager
Boardwalk
Calgary, AB
- Full-time
…people find their perfect home. Customer Service is an integral part of our Company Values and we are looking for individuals who are passionate about the same. If you have previous…
Added 9 hours ago
Store Manager
Sherwin-Williams
Chatham-Kent, ON · Chatham, ON
…well as develop business strategies to meet goals and increase sales in a competitive marketplace. In this position, you will grow the company’s market share by selling to large, commercial…
Added 9 hours ago
Sales Representative- Automotive Refinish
Sherwin-Williams
Toronto, ON · Scarborough, ON
Initiate and cultivate relationships with prospective and existing jobbers and end users through targeted sales outreach to identify growth opportunities and strengthen market presence.
Added 9 hours ago
KT
Front Counter Sales Representative
Kal Tire
Edmonton, AB
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store, helping customers choose the right products and services while keeping things moving. This could…

BMO

Financial Planner

Markham, ON, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 16, 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 2, 2026

Original job description

Application Deadline:

10/15/2026

Address:

9660 Markham Road

Job Family Group:

Retail Banking Sales & Service

*Cantonese Speaking is required for this position

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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:

$45,000.00 - $100,000.00

Pay Type:

Salaried & 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.

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More about this job

Responsibilities

The Financial Planner provides investment advice and financial planning solutions to help customers achieve their goals while proactively growing the bank's business. They are responsible for managing client relationships, identifying sales opportunities, and ensuring compliance with all regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must meet all regulatory licensing and registration requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Customer service
Needs-based assessment
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Cantonese speaking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Products
Mutual Funds
Retirement Savings
Business Development
Outbound Calling
Relationship Management
Risk Management Framework
Regulatory Compliance
Financial Advice
Customer Experience
Sales Targets
Portfolio Management
Cantonese

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