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Added 10 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…develop the insurance operating model, establish workflows and service standards, build relationships with insurance carriers and Managing General Agencies (MGAs), and recruit, lead, and…
Added 10 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Added 10 mins ago
SB
Flight Coordination Specialist
Skyservice Business Aviation
Calgary, AB · Mississauga, ON
- Full-time
…operations across the fleet. Working closely with the Team Lead, Flight Coordination, you support operational continuity through mentorship, coaching, and competency development following…
Added 10 mins ago
NC
Account Coordinator, Commercial SME
NFP Corp
Calgary, AB · Edmonton, AB · Langley (District), BC · Newmarket, ON · Ottawa, ON · Toronto, ON · Windsor, ON · Langley, BC
- Full-time
…that provide Client Managers quality support in delivering service standards to the client. Strong computer skills along with effective verbal, written, and electronic communications are…
Added 10 mins ago
IS Solutions Architect Leader, Contact Centre Solutions
Insurance Corporation of British Columbia
North Vancouver, BC
Operate as the lead technical architect for a diverse portfolio of strategic Contact Centre initiatives that advance customer experience and operational excellence.
Added 10 mins ago
SD
Pharmacist, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- Part-time
Commitment to providing exceptional customer service
Added 10 mins ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
Lead Loan Processes: Oversee new and refinanced loans, ensuring compliance and delivering outstanding customer service.
Added 10 mins ago
US
Seasonal Delivery Helper - Winnipeg Spin
UPS Supply Chain Solutions
Winnipeg, MB · CA - WINNIPEG CENTER (MBWIN)
- Part-time
Are you a hardworking, fast-learner, offering superior customer service skills that would like to deliver packages that matter? We want you to join our team. We are hiring delivery driver…
Added 10 mins ago
US
Seasonal Personal Vehicle Driver - Winnipeg Spin
UPS Supply Chain Solutions
Winnipeg, MB · CA - WINNIPEG CENTER (MBWIN)
- Part-time
Are you a hardworking, fast-learner, offering superior customer service skills that would like to deliver packages that matter? We want you to join our team. We are hiring personal delivery…
Added 11 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support…
Added 11 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 11 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 11 mins ago
BC
Registered Practical Nurse - Pre-Admission
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 11 mins ago
JA
Chercheur scientifique – Réseau électrique Cybersécurité/Research Scientist – Power Grid Cybersecurity
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…opérationnelles du poste et assurer une collaboration et un service à la clientèle…
Added 11 mins ago
BC
RPN Inpatient Rehabilitation
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 11 mins ago
BC
Manager, After Hours Operations
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 11 mins ago
JA
Superviseur(e) de Production (quart de nuit) / Production Supervisor (night shift)
JR Automation
Varennes, QC
- Full-time
…opérationnelles du poste et assurer une collaboration et un service à la clientèle…
Added 11 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 11 mins ago
BC
Pharmacy Technician
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 11 mins ago
BC
Communication Assistant
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 11 mins ago
BC
Registered Practical Nurse - Integrated Stroke Unit
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 11 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Richmond, BC
- Full-time
…innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support…
Added 11 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Added 11 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 26 mins ago
Emergency Response Coordinator (Alamos Gold) - Lynn Lake, MB
International SOS
Edmonton, AB · BC · Dufferin, MB · Niagara-on-the-Lake, ON · Calgary Trail South, AB
Serve as the on-site lead and primary point of contact for the client on all operational matters, escalating issues to the International SOS Operations Manager when required.

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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