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Added 12 mins ago
P
Peloton Expert (Part-Time) - Sherway Gardens Etobicoke
Peloton
Toronto, ON
- Part-time
As a Peloton Expert, you are passionate about fitness, technology, and all things Peloton. Reporting to a Store Manager, you provide excellent in-store experiences and sales support within…
Added 12 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 12 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 12 mins ago
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Senior Technical Account Manager
Airbyte
Remote, Canada
- $185,000 to $222,000 CAD / year
- Full-time
- Remote
6+ years of experience in a customer-facing technical role, such as Technical Account Manager, resident solutions architect, professional services engineer, or consulting role.
Added 12 mins ago
HH
Case Manager - Mental Health Day Program
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Oakville, ON
- Full-time
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Added 12 mins ago
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Sr Medical Laboratory Technologist Anatomical Pathology
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Added 26 mins ago
Manager, Merchant Strategy & Operations
DoorDash Canada
Vancouver, BC · Toronto, ON
…have best-in class restaurant selection, build cutting edge services for our merchants to grow their business, and help our partners operate…
Added 26 mins ago
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Business Development Representative (Engineering) - Toronto, ON
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Brampton, ON · Toronto, ON · Ontario - Toronto
- Full-time
…solutions, delivering advanced technologies and engineering services to address complex piping challenges faced by engineers, site owners and contractors. Since 1919, our innovative…
Added 26 mins ago
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Business Development Representative (Engineering) - Vancouver, BC
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- Full-time
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Added 26 mins ago
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Added 26 mins ago
PERSONAL SUPPORT WORKER
Southbridge Healthcare LP
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Southbridge Care Homes provides exceptional acquisition, management, and redevelopment services for long-term care homes and retirement communities across Ontario. Our mission is to…
Added 26 mins ago
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Arts and Culture Programmer - 075-2026
Fort McKay First Nation
Fort Mckay 174, AB
- Full-time
The Arts and Culture Programmer is responsible for assisting in the development, implementation, and delivery of community youth programming. This includes assisting in the research and…
Added 26 mins ago
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Senior Manager, Finance
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- Full-time
…mental health, expert medical, devices and licensed platform services. Teladoc Health serves the world's leading insurers, employers, and health systems and helps millions of people around…
Added 26 mins ago
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Advertising Sales Rep Senior Analyst - Direct Partner Manager
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Mississauga, ON
- Full-time
Collaborate and connect with the broader Accenture community when attending optional frequent networking and teambuilding events, training sessions and team office days at Accenture's…
Added 26 mins ago
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Service Specialist, Operations II
RBC
Toronto, ON
- Full-time
…questions independently seeking assistance from Team members or Manager as appropriate following established department procedure. Position contains increased elements of risk which are…
Added 26 mins ago
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Fairgrounds Public Racket Club - Experience Creator
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Toronto, ON
- $18 to $20 CAD / hour
- Part-time
Working closely with the Site Manager, you’ll help maintain daily operations, foster community, and uphold the energy and service standards that define the Fairgrounds experience. This role…
Added 27 mins ago
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General Duty Sonographer - Diagnostic Imaging - Repost
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- Full-time
Under the general supervision of the Manager, Charge Technologist or designate, the General Duty Sonographer performs ultrasound services as defined at regional and local levels and as…
Added 27 mins ago
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Grocery Department Manager Full Time Day
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Paradise, NL
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 27 mins ago
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Front Office Manager
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Vancouver, BC
- Full-time
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Added 41 mins ago
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Case Manager / Case Worker Part Time- West Ave
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- $24.89 CAD / hour
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…the provision of respectful and appropriate housing support services. This may include case management, crisis intervention and supportive counseling. The incumbent must be able to work…
Added 41 mins ago
Career Advisor
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Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 41 mins ago
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Senior Personal Banker Trainee - Home Borrowing
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…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 41 mins ago
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Added 41 mins ago
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General Manager
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Surrey, BC
- $110,000 to $118,000 CAD / year
- Full-time
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Added 41 mins ago
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Recreation Manager
Optima Living
Surrey, BC
- $74,000 CAD / year
- Full-time
Progressive Intercultural Community Services (PICS) Society is a registered community-based non-profit, multi-service organization that has served the community since 1987. PICS Society…

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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