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Added 8 mins ago
CN
Assistant manager - retail
Canco167 Nakusp
Nakusp, BC
- From $42 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 9 mins ago
PC
Store manager - retail
Party City
Coquitlam, BC
- From $44.8 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 10 mins ago
HM
Deli manager - food store
Hanahreum Mart Richmond
Richmond, BC
- $45 to $47 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 16 mins ago
Casual - Health Care Aide (Prince George)
Connective
Prince George, BC
Assist residents to access the dining room, and provide take away meals as directed by the Program Manager or designate.
Added 24 mins ago
YM
Assistant manager - food store
Young's Market
Winnipeg, MB
- From $38.46 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 26 mins ago
AP
Pharmacy manager - retail
argyle park peoples pharmacy
Regina, SK
- From $70,000 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 28 mins ago
3S
Store manager - retail
3610 Sari-Sari Store
Prince George, BC
- From $43.5 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
TH
Parts manager - retail
Thornhill Hyundai
Thornhill, ON
- $43.5 to $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 1 hour ago
TC
Travel agency manager
Top Canada Tours
Calgary, AB
- From $46.15 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 2 hours ago
JI
Beer store manager
J-KD Investments Ltd. O/A DBA Hodgson Hotel
Hodgson, MB
- From $41.25 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 2 hours ago
GB
Clothing store manager
GUPTA BROTHERS INC.
Surrey, BC
- From $38.5 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 2 hours ago
R|
Tremplin Program Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…experiential learning opportunities. Reporting to the Tremplin Manager and the Principal Investigator, the Coordinator will contribute to the coordination, facilitation, evaluation, and…
Added 2 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Study Principal Investigator and following established governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the…
Added 2 hours ago
R|
Clerical Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Good judgment is shown in advising the Program Manager and/or delegate of unusual situations or issues,
Added 2 hours ago
R|
Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…of the CVIS Research Director and the CVIS Clinical Research Manager, the incumbent will be directly involved in several PI-Initiated and industry clinical trials and research studies,…
Added 2 hours ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…participant recruitment, obtaining informed consent, preparing study documents, processing blood samples, and handling various administrative tasks. This role also involves ordering…
Added 2 hours ago
R|
Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
…program’s portfolio of studies, from ethics submission and study registration through recruitment, data collection and analysis support, to publication and knowledge translation. The…
Added 2 hours ago
R|
MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 2 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The Research Institute of the MUHC is seeking an interim Project Manager to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and…
Added 2 hours ago
DG
Store manager - retail
Delton Grocery
Edmonton, AB
- $45 to $46 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 2 hours ago
TB
Store manager - retail
Two Bay Enterprizes Limited
Moosonee, ON
- $36 to $40 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 2 hours ago
T
Actuarial Analyst III - Capital
TD
Toronto, ON · Montreal, QC
- Full-time
Reporting to the Manager, Capital, the main responsibilities of the Actuarial Analyst III are:
Added 2 hours ago
C
Relationship Manager, Commercial Banking-Bilingual
CIBC
Val-d'Or, QC · Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…flow, increase efficiency, and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business…
Added 3 hours ago
CS
Store manager - retail
cyclosphere sports
Mirabel, 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 4 hours ago
CT
Parts manager - retail
CANADIAN TIRE
Fort Frances, ON
- From $38.46 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

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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