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Added 8 mins ago
SC
General Manager Food Services (CSNM), Long Term Care (81357001)
Sodexo Canada Ltd
Scarborough Bluffs Park, ON · Scarborough, Ontario
- Full-time
Develop a business strategy in line with current and emerging client needs
Added 8 mins ago
R
Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
…Transaction Banking, and Research. Reporting to the Global Head of Client & Marketing Strategy, you drive business growth by translating strategic priorities into integrated business and…
Added 8 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
BC · British Columbia, Canada
- Full-time
Lead bid strategy development, pricing approaches, and commercial risk assessments.
Added 8 mins ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Develop and implement the Contract Management strategy for Hub North America in alignment with business priorities and corporate goals.
Added 8 mins ago
BC
Financial Analyst
BBA Consultants
Montreal, QC
- Full-time
Join BBA’s growing Strategic Advisory team and help clients make informed investment, transaction and strategy decisions across mining, power and renewable energy. You’ll combine rigorous…
Added 8 mins ago
BR
Senior Product Manager
BITS Recruiting
Toronto, ON
- Contract
Our client is seeking a Senior Product Manager to support its Enterprise Pub/Sub Applications Team. This role will lead product strategy, roadmap development, and prioritization of…
Added 23 mins ago
TC
Health & Safety Manager
Trinity Consultants Canada
Terrace, BC
- Full-time
Lead Trinity Consultants Canada's health and safety function, setting strategic direction, priorities and objectives aligned with business strategy, operational needs and regulatory…
Added 23 mins ago
JA
Gestionnaire de contrats – Ententes clients et réclamations soustraitants/Contract Manager (Customer Agreements and Subcontractor Claims) - CA
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
In this role, you’ll lead customer contract development and administration as well as guide response to subcontractor claims through the full project lifecycle, ensuring clarity,…
Added 23 mins ago
IH
Marketing Manager
Inspired HR Ltd
Calgary, AB
- Part-time
…payroll and benefits, leadership development, and workplace strategy. We are approachable, collaborative, and passionate about helping our clients…
Added 23 mins ago
JA
Solution Engineering Manager
JR Automation
Toronto, ON
- Full-time
…Requires a Solid Combined Technical And Managerial Foundation To Lead The Engineering Effort On The Bid/Project To Ensure The Solutions Endorsed By The PDA (Project Design Authority)…
Added 24 mins ago
AC
Conventional Signaling Delivery Director – Track Team
Accenture Construct
Toronto, ON
- Full-time
…handed a slice of it. We take on whole programs, from early strategy through construction and handover, and we stand behind how they…
Added 24 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Lead functional testing activities including test strategy, script development, defect triage, and regression validation.
Added 38 mins ago
C
Consultant, IT Quality Assurance
CIBC
Toronto, ON
- Full-time
…systems testing process and provide suggestions that will ensure client needs are met with the highest quality. As a Senior Test Coordinator, you’ll be a team lead on CIBC’s Technology…
Added 38 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 53 mins ago
FS
Responsable du Marketing / Marketing Manager
Four Seasons Hotels and Resorts
Montreal, QC · Four Seasons Montreal
- Full-time
…de qualité, une sensibilité culturelle et un sens du service…
Added 53 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…sustainable growth while delivering an exceptional advisor and client…
Added 53 mins ago
JA
HSSE Manager - New construction
JR Automation
London, ON
- Full-time
Lead and develop the HSSE team supporting facility design, construction, commissioning, and the transition to operations.
Added 53 mins ago
BR
Senior Manager, Business Development
BJRC Recruiting
Montreal, QC
- Full-time
Lead business planning, targeting strategies, and execution for practice, industry, and client teams.
Added 53 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
Lead bid strategy development, pricing approaches, and commercial risk assessments.
Added 1 hour ago
GT
Senior Representative, CX Strategy Activation
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience and Insights, you will activate Toronto Pearson’s customer experience strategy by embedding customer-centric practices, programs and governance…
Added 1 hour ago
Manager, Retail Media Network (12-Month Contract)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Halifax, NS
We are looking for a Retail Media Network Manager (12-Month Contract) to lead the strategy, operations, and growth of EM+. This role will drive cross-functional collaboration, optimize RMN…
Added 1 hour ago
BS
Managed Service Director
Bulletproof Solutions Inc
Toronto, ON
- Full-time
Sponsor and lead cross-functional projects such as new client onboarding, tool modernization, or launching new managed services.
Added 1 hour ago
SL
AVP, Technology Lead - Digital
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The AVP Technology Lead – Digital is a strategic technology leader responsible for enabling, scaling, and modernizing Sun Life Canada’s shared digital platforms that support secure,…
Added 1 hour ago
B
Financial Planner
BMO
Surrey, BC
- Full-time
…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…
Added 1 hour ago
Sales Account Executive
Aspen Technology
Montreal, QC
…(DGM) customer accounts. As an individual contributor, you will lead cross-functional teams to formulate client strategies, manage client solutions, and close on strategic client…

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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