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Added 12 mins ago
M
Lead, Commercial Management
Metrolinx
Canada
- Full-time
Our Commercial Management, Pre-Construction Services Office within CPG is looking for a Lead, Commercial Management to join the team! You will lead and provide commercial oversight on a…
Added 12 mins ago
FS
Responsable du Marketing / Marketing Manager
Four Seasons Hotels and Resorts
Montreal, QC · Four Seasons Montreal
- Full-time
Veiller à l'application de l'identité visuelle dans l'ensemble de l'hôtel et des points de vente ;
Added 12 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
Fidelity Wealth is a wealth management service designed to help advisors navigate succession planning. We offer retiring advisors a fair valuation for their business and ensure a seamless…
Added 12 mins ago
Program Administrator (Education)
Wilfrid Laurier University
Brantford, ON
…guidance, and monitoring workflow. The incumbent leads the planning and coordination of Faculty events and initiatives and exercises independent judgment in managing competing priorities,…
Added 12 mins ago
Environmental & Sustainability Engineer
Molson Coors
Toronto, ON
…Services team and will work closely with the EHS Team. You will lead local execution of environmental aspects of the Environmental, Health, and Safety Strategy and drive day-to-day…
Added 12 mins ago
IS Solutions Architect Leader, Contact Centre Solutions
Insurance Corporation of British Columbia
North Vancouver, BC
…connect with our recruitment team who will guide you through the application process and help you explore opportunities at ICBC. Of course, you’re welcome to apply for jobs at ICBC whether…
Added 12 mins ago
JA
Superviseur(e) de Production (quart de nuit) / Production Supervisor (night shift)
JR Automation
Varennes, QC
- Full-time
Gérer les présences et assurer une application équitable des conventions collectives.
Added 12 mins ago
BC
Social Worker
Brant Community Healthcare System
Brantford, ON
- Full-time
At BCHS, we are driven by a bold vision: To Lead Beyond Care. As a two-site community hospital system in Brantford and Paris, Ontario, we serve with purpose, passion, and a deep commitment…
Added 12 mins ago
JA
QA/QC Engineer
JR Automation
Mississauga, ON
- Full-time
…proper execution of the project in accordance with applicable planning documents and contractual…
Added 12 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
Lead discussions regarding lifecycle roadmaps, capital planning, risk mitigation strategies, and modernization programs.
Added 28 mins ago
S
OCS Design Delivery - Senior Manager
SYSTRA
Toronto, ON
- Full-time
The role is for Go Expansion Program and associated with Delivery Partners for Metrolinx. Selected candidate will lead and manage the design, for Electrification Systems. (POS /OCS)
Added 28 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
…2021 it was within a year, I quickly rose 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…
Added 43 mins ago
CC
Senior Ecommerce Specialist
Cheil Canada
Mississauga, ON
- $60,000 to $65,000 CAD / year
- Contract
Cheil Canada serves as the lead agency for Samsung. And while Samsung remains a key partner, our work extends across a growing portfolio of globally recognized brands. Powered by a team of…
Added 43 mins ago
MP
Realtor – Relocate to Dubai
McCone Properties
Victoria, BC
- Full-time
No. 1 lead generator on Property Finder - leads handed to you every day
Added 43 mins ago
MP
Real Estate Agent – Relocate to Dubai
McCone Properties
Victoria, BC
- Full-time
No. 1 lead generator on Property Finder - leads handed to you every day
Added 58 mins ago
SL
AVP, Technology Lead - Digital
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Lead budget management, including annual planning, cost tracking, capitalization, forecasting, and investment prioritization.
Added 58 mins ago
B
Financial Planner
BMO
Surrey, BC
- Full-time
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…
Added 1 hour ago
H
Commercial Channel Partner Business Manager
HP
Mississauga, ON
- Full-time
Lead the orchestration of HP’s ecosystem as the "point-guard" - driving strategic relationships, engaging in partners' co-selling efforts, resolving challenges, shifting partners to…
Added 1 hour ago
M
Manager and Senior Advisor, to Deputy Chief Engineer & EVP of Engineering & Asset Management
Metrolinx
Canada
- Full-time
Lead the development, coordination, and quality review of executive-level briefing materials, presentations, reports, speaking notes, and correspondence for Senior Management Team (SMT),…
Added 1 hour ago
SS
Continuous Improvement Process Engineer
Samuel, Son & Co.
Markham, ON
- Full-time
Improve process yield, scrap, rework and manufacturing efficiency by analyzing the process and planning workflow, space requirements, and equipment layout. Coordinate input that may cross…
Added 1 hour ago
S
Director - East Harbor
SYSTRA
Toronto, ON
- Full-time
Knowledge of principles and practices of architecture, urban planning, engineering design and their application to the construction of infrastructure, facilities, and related works.
Added 1 hour ago
FI
Bilingual Business Analyst - French, Branch Experiences & Enablement
FP Inc.
Toronto, ON · Scarborough, ON
- $60 to $72 CAD / hour
- Contract
Partner with the Delivery Lead to support project planning and implementation activities by tracking deployment deliverables, action items, issues, and overall progress.
Added 1 hour ago
WO
Registered Nurse - Cardiology
William Osler Health System
Toronto, ON · Etobicoke, Ontario
- Part-time
Safe nursing practice in all aspects of the nursing process: assessment, planning, implementation and evaluation of patient care
Added 1 hour ago
WU
Regulatory and Clinical Research Coordinator
Western University
London, ON
- Full-time
…Pharmaceuticals for Human Uce (ICH) guidelines. The Coordinator will also lead the creation of responses required for the processing and approval of applications including Investigational…
Added 1 hour ago
WO
Registered Nurse - Cardiology
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
Safe nursing practice in all aspects of the nursing process: assessment, planning, implementation and evaluation of patient care

BMO

Financial Planner

Surrey, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 12, 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 29, 2026

Original job description

Application Deadline:

11/11/2026

Address:

7140 Scott Road/120 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.

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.

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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 proactively engaging with clients to grow business. They are responsible for implementing business development strategies, managing client relationships, and ensuring compliance with all regulatory and ethical requirements.

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 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
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Regulatory compliance
Portfolio management
Financial advice

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 Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Outbound Calling
Financial Advice
Regulatory Compliance
Portfolio Management
Customer Experience
Banking Products
Investment Strategies
Strategic Advice
Data Analysis
Stakeholder Management
Financial Industry
Licensing

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