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Added 5 mins ago
UO
Career Programming Strategist
University of British Columbia
Vancouver, BC · UBCV | Henry Angus Building (ANGU)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
Graduate Careers | Business Career Centre | UBC Sauder School of Business
Added 5 mins ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Data-Driven Strategic Advisory: Leverage workforce analytics, AI-enabled insights, and business acumen to drive informed workforce decisions. Anticipate future capability needs, optimize…
Added 20 mins ago
TG
Analyst, Market Insights Intern
TMX Group
Toronto, ON
- $25 to $29 CAD / hour
- Full-time
The Analyst, Market Insights Intern will be part data-scientist and part developer, with a keen curiosity about business. In this role, the Analyst will work at the intersection of business…
Added 20 mins ago
T
Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
The Senior Audit Manager, Business Intelligence & Analytics is responsible for leading the strategy, development, and delivery of business intelligence, management reporting, and…
Added 20 mins ago
SL
Program Manager, Canadian Shared Services
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Track and analyze business performance data to support decision-making and identify opportunities/issues
Added 20 mins ago
S
Forward - Data Visualization & Analytics Specialist
ShyftLabs
Toronto, ON
- Full-time
We are seeking a Data Visualization & Analytics Specialist to support the development and delivery of data-driven insights through interactive dashboards, automated reporting, and…
Added 20 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James
Toronto, ON
- Full-time
…marketing team as the Senior Manager, Marketing Intelligence Insights and Analytics. You will play a leading role in developing and continuously improving our marketing strategies and…
Added 20 mins ago
C
Advice and Investing Platform Specialist
CIBC
Toronto, ON
- Full-time
…platform and operational expertise to interpret client and market data, generate actionable insights, and model financial outcomes. You will recommend and deliver enhancements to the…
Added 20 mins ago
Project Manager, Power Delivery (Data Centres)
WSP
Toronto, ON
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 34 mins ago
FS
Analyst, Data Quality & Governance
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
As the Analyst, Data Quality & Governance, you will collaborate with data owners, stewards, and custodians across our organization to ensure that the content, structure, and context of all…
Added 34 mins ago
W
Senior Manager, Benefits and Wellbeing
Walmart
Mississauga, ON
- Full-time
Adopts a holistic perspective that considers data, analytics, customer insights, and different parts of the business when making plans and shaping the team’s strategy.
Added 35 mins ago
Senior Data Scientist
Helcim Inc
Calgary, AB
Data Visualization: Comfortable organizing and visualizing data through self-service dashboards (e.g., Metabase or similar BI tools) to communicate insights effectively.
Added 35 mins ago
A
Director, Player Experience Research
Affinity
Burnaby, BC
- Full-time
This leader will build and empower a high-performing research organization, partner closely with central Insights teams (Consumer Insights, Data & Analytics, Experience Quality, Fan Care),…
Added 49 mins ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems.
Added 50 mins ago
WK
Sales Programs Manager, FCC Division
Wolters Kluwer
Toronto, ON · CAN - North York
- Full-time
…partner with senior cross-functional stakeholders to translate business priorities and performance insights into measurable programs that improve pipeline creation, conversion and revenue…
Added 50 mins ago
UO
Intermediate Specialist, Industry Engagement and Development
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
Contribute to the development and execution of business development strategies and annual partnership objectives established by CDEL leadership.
Added 50 mins ago
UO
Director, Program Design and Delivery
University of Ottawa
Ottawa, ON
- Full-time
…helping Canada reach its potential. We believe that better business practice means a better Canada and that a better Canada means a better…
Added 1 hour ago
Software Developer, Data Engineering
Robinhood
Toronto, ON
Robinhood is a metrics driven company and data is foundational to all key decisions from growth strategy to product optimization to our day-to-day operations. We are looking for a Senior…
Added 1 hour ago
T
AVP Future Workforce
TD
Toronto, ON
- Full-time
…Intelligence and the workforce implications of AI. It connects business strategy, workforce capabilities, skills, capacity, external trends, and emerging technology into practical choices…
Added 1 hour ago
C
Business Insights Developer
Cencora
Oakville, ON · ON · CAN > ON > Oakville > Superior Crt
- Full-time
This posting is intended to fill an existing vacancy for our Business Insights Developer role.
Added 1 hour ago
B
Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
- Full-time
Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
Added 1 hour ago
EB
Bilingual Fraud Officer
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Analyzes data and information to provide insights and recommendations.
Added 1 hour ago
B
Product Manager, Strategic Ventures
BCAA
Burnaby, BC · *Head Office
- Full-time
You’ll balance immediate operational needs with long-term product planning, using customer insights, business data and industry trends to translate opportunities into valuable product…
Added 1 hour ago
BA
Senior Financial Analyst
BC Assessment
Victoria, BC
- Full-time
You are an analytical finance professional who enjoys turning complex financial information into clear insights, practical recommendations to support the business. You bring strong…
Added 1 hour ago
OC
Fund Development Officer, Monthly Giving (Acquisition)
Oxfam Canada
Ottawa, ON
- Full-time
Work closely with Manager, Monthly Giving and FDO, Data Insights and Predictive Modelling to maintain and update system for tracking and reporting KPIs used to measure and refine the…

BMO

Financial Planner

Surrey, BC, Canada

Full-time

Apply About employer

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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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