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Added 35 mins ago
OF
Sales Associate Evenings and/or weekends
Orangetheory Fitness 10076
AB · Grande Prairie, AB
- $16 CAD / hour
- Full-time
You've got a sales mindset. You enjoy helping people make decisions, following up, and working toward goals. You understand that sales is about connecting people with something that can…
Added 35 mins ago
OF
Sales Associate 8 - 3
Orangetheory Fitness 10076
AB · Grande Prairie, AB
- $16 to $20 CAD / hour
- Full-time
You've got a sales mindset. You enjoy helping people make decisions, following up, and working toward goals. You understand that sales is about connecting people with something that can…
Added 51 mins ago
S
assistant store manager - Laval, Qc
Starbucks
Laval, QC
- $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
A
Data Lake Architect (Databricks)
Augmented
Toronto, ON
- Full-time
Level: Senior / Lead (8+ years in data, 3+ years as an architect)
Added 1 hour ago
CH
DZ Route Driver
Clean Harbors
Brampton, ON
- Full-time
Safety-Kleen, a Clean Harbors Company, in Brampton, ON is seeking a Sales and Service Representative (SSR) to join their safety conscious team! The SSR will be responsible for both daily…
Added 2 hours ago
SI
Retail Operations Supervisor
Staples Inc.
Steinbach, MB
- Full-time
As a Retail Operations Supervisor, you will play a pivotal role in driving sales and operational excellence. You will lead by example, providing engaging customer service that consistently…
Added 2 hours ago
WB
Assistant Store Manager
Whistler Blackcomb
Whistler, BC
- Temporary
Lead daily operations, monitoring performance and budget including scheduling and payroll; act as manager-on-duty in the absence of a Store Manager
Added 3 hours ago
C
Investment Specialist - Bilingual
CIBC
Boucherville, QC
- Full-time
…working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and…
Added 3 hours ago
PM
Retail Assistant Store Manager- Fashion Outlets of Chicago
POP MART
Toronto, ON
- Full-time
Lead, motivate, and develop Brand Associates and Sales Leads through coaching, feedback, and recognition.
Added 3 hours ago
A
Dealership Retail Experience Strategist [AQ-22736]
Aquent
Canada
- Contract
As a key liaison between the brand and its retail partners, you will provide expert consultancy to optimize sales and service operations. Your work will ensure a consistent, premium…
Added 3 hours ago
CT
Senior Business Intelligence Analyst – Commercial Strategy
Consumer Tech
Canada
- Full-time
Be a true stakeholder and lead data-driven alignment meetings across all major business dependencies, explaining complex data narratives clearly to non-technical teams.
Added 3 hours ago
SP
RVP, Sales - Data Foundation - Public Sector
Salesforce Partner Canada
ON · Ontario, Canada
- Full-time
Lead and grow the Public Sector sales organization, including Account Executives, to drive complex transactions
Added 4 hours ago
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Stock Supervisor - Karl Lagerfeld Paris (Part-Time)
GIII Retail Group
Calgary, AB
- Part-time
We are seeking a dedicated and experienced Supervisor to oversee daily operations and lead our team to success. The ideal candidate will possess strong leadership skills, a solid background…
Added 4 hours ago
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PD Service - Mechanical
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 4 hours ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 4 hours ago
HT
Trade Compliance Program Manager
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 4 hours ago
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Engineering Team Leader (PET HR)
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 4 hours ago
HB
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 4 hours ago
PC
Gestionnaire de produits / Product Manager
PIP Canada
Laval, QC
- Full-time
Added 4 hours ago
SP
Sr. Analyst, Product and Pricing Operations
Salesforce Partner Canada
Toronto, ON
- Full-time
Establish systematic channels to collect, analyze, and synthesize feedback from internal and external stakeholders, including Sales, Customer Support, Product, and Operations.
Added 4 hours ago
PC
Gestionnaire principal(e), Produits et Marketing/Senior Manager, Product and Marketing
PIP Canada
Laval, QC
- Full-time
Added 5 hours ago
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Customer Service Team Lead
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Halifax, NS
- Full-time
Reporting to the Operations Manager (Frontend - Receiving), the Customer Service Lead is responsible for overseeing the successful day-to-day operation of the Frontend Department (Cash,…
Added 5 hours ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
Maple Ridge, BC
- Full-time
…stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 6 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Red Deer, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 6 hours ago
FC
Lead Generator / In Home Sales
FLOFORM Countertops
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Initiates customer contact, qualifies the lead for In Home Sales Consultants

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 30, 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 16, 2026

Original job description

Application Deadline:

10/29/2026

Address:

1661 Denison Street

Job Family Group:

Retail Banking Sales & Service

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 planning and advice to help customers achieve their financial goals while identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. They are also required to hold the necessary regulatory licensing and registration for a Financial Planner in the province of employment.

Skills

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

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
Business Development
Relationship Management
Risk Management
Sales Targets
Customer Experience
Financial Advisory
Regulatory Compliance
Portfolio Management
Outbound Calling
Branch Referrals
Strategic Advice
Data Analysis
Banking Products
Lending
Financial Industry

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