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Added 29 mins ago
AC
Field Service Technician - Specialty Rental - Acheson, Alberta, Canada
Atlas Copco
AB · Alberta, Canada
- Full-time
Report directly to the Customer Support Manager.
Added 29 mins ago
OF
Kitchen Staff Substitute
Opaa! Food Management
Buffalo, AB
- Internship
Opaa! Food Management, Inc. operates across 10 states. Our pay rates vary depending on state and position. Please apply, and a Hiring Manager will discuss pay with you in more detail.
Added 29 mins ago
AC
Buyer
Atlas Copco Group
ON · Ontario, Canada
- Full-time
Bring your curiosity to work as our next Buyer. You will be part of our XXX team reporting to [Hiring manager title]. In this role, your mission is to [briefly describe the main mission in…
Added 29 mins ago
AC
Test Technician
Atlas Copco Group
Burlington, ON
- Full-time
You will be part of our testing team reporting to Test Manager. Your mission is to setup and complete performance testing of centrifugal pumps. You will contribute directly to how we create…
Added 29 mins ago
AC
Sales Support Specialist
Atlas Copco
Mississauga, ON
- Full-time
The Sales Support Specialist – AIF/AGA plays a central role in supporting the AIF/AGA sales cycle by preparing accurate, timely quotes and ensuring our sales team is fully equipped with the…
Added 29 mins ago
AC
Mechanical Designer
Atlas Copco Group
Burlington, ON
- Full-time
…our mechanical designing team reporting to Mechanical Design Manager. In this role, your mission is to create designs and technical drawings for rotating machinery and equipment. They will…
Added 29 mins ago
AC
Onsite Technician
Atlas Copco
Oshawa, ON
- Full-time
…calibration, software upgrades, new system configuration and customer support. If you are looking for a challenging career with the opportunity to learn new things everyday, then we are…
Added 29 mins ago
GE
Stage Bar Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…in a timely manner. Emphasis must be placed on exceptional customer service as the Host-Hostess in many instances will be the first contact that our customers will have with an employee.…
Added 29 mins ago
WS
Restaurant manager
White Spot
Coquitlam, BC
- Full-time
Added 29 mins ago
GE
Buffet Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…in a timely manner. Emphasis must be placed on exceptional customer service as the Host-Hostess in many instances will be the first contact that our customers will have with an employee.…
Added 29 mins ago
AC
Sales Support Specialist
Atlas Copco
Montreal, QC
- Full-time
The Sales Support Specialist – AIF/AGA plays a central role in supporting the AIF/AGA sales cycle by preparing accurate, timely quotes and ensuring our sales team is fully equipped with the…
Added 29 mins ago
GE
Blaze Bar & Grill Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Gaming Floor and the Hot Dog Cart. The…
Added 29 mins ago
AC
Sales Support Specialist
Atlas Copco
Calgary, AB
- Full-time
The Sales Support Specialist – AIF/AGA plays a central role in supporting the AIF/AGA sales cycle by preparing accurate, timely quotes and ensuring our sales team is fully equipped with the…
Added 29 mins ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Gaming Floor and the Hot Dog Cart. The…
Added 29 mins ago
AC
Field Service Technician - Specialty Rental - Acheson, Alberta, Canada
Atlas Copco
Acheson, AB
- Full-time
Report directly to the Customer Support Manager.
Added 29 mins ago
GE
Little Chief Restaurant Breakfast Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…
Added 29 mins ago
GE
Little Chief Restaurant Evening Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…
Added 29 mins ago
GE
Blaze Bar & Grill Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…in a timely manner. Emphasis must be placed on exceptional customer service as the Host-Hostess in many instances will be the first contact that our customers will have with an employee.…
Added 29 mins ago
GE
Little Chief Restaurant Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Restaurant Manager, the Restaurant Supervisor is responsible for all restaurant departmental operations during a prescribed shift. The work is typified as a…
Added 29 mins ago
GE
Little Chief Restaurant Host/Hostess
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Restaurant Manager or Shift Supervisor, the Host/Hostess is responsible for greeting and seating guests within the restaurant in a timely manner. Emphasis must be…
Added 29 mins ago
GE
Buffet Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Gaming Floor and the Hot Dog Cart. The…
Added 45 mins ago
SC
shift supervisor - Store# 04853, COPPERFIELD CORNER
Starbucks Coffee Company
Calgary, AB
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 45 mins ago
SC
shift supervisor - Store# 04768, PRESTON & ABERDEEN
Starbucks Coffee Company
Ottawa, ON
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 1 hour ago
G
Director Medical Writing Asset Lead
GSK
Mississauga, ON
- Full-time
This role has a hybrid working model. You will work on-site 2/3 days per week as agreed with your manager to support collaboration and team needs. For an exceptional candidate remote…
Added 1 hour ago
CH
Seasonal Holiday Team Lead- Garden City Shopping Centre
Cherry Hill Programs
Winnipeg, MB
- Part-time
Lead by example and reinforce policies and procedures established by Operations Manager/Regional Manager

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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