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Added 13 mins ago
IF
Associate, Sales and Customer Service
Intact FC
Montreal, QC · Sherbrooke, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 13 mins ago
B&
Accounting Manager
Black & McDonald Limited
Markham, ON
- $95,000 to $110,000 CAD / year
- Full-time
The Accounting Manager will work in conjunction with the Regional Controller to undertake and manage the financial and administration affairs of the assigned regions/company in accordance…
Added 13 mins ago
R
Credit Coordinator
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
Added 13 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and…
Added 13 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Luxury offices in downtown financial core – First Canadian Place
Added 13 mins ago
KC
Financial Analyst - CONTRACT: 20-months
KIK Consumer Products
Concord, ON
- Full-time
The Corporate Financial Analyst supports the corporate finance & accounting team serving all KIK’s divisions and functional teams by turning financial and operational data into clear,…
Added 13 mins ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
Added 13 mins ago
FB
Loan Consultant
Fairstone Bank
Mississauga, ON
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our…
Added 13 mins ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 13 mins ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 13 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
…with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving…
Added 13 mins ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 13 mins ago
MA
Accounting Analyst
Majestic Asset Management
Brossard, QC
- Full-time
Majestic Asset Management is a financial firm founded in 2006 that manages over $5B in assets. The firm’s core service offering is a fund platform that facilitates the creation and…
Added 13 mins ago
NB
Chief Advisor Regulatory Governance
National Bank of Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…regulatory oversight program that supports sound governance, financial resilience, and proactive regulatory risk management across the…
Added 13 mins ago
LS
Head of Product Partnerships - Permanent - 19563
LRO Staffing
Toronto, ON
- Full-time
Experience owning a few large institutional partnerships end to end, ideally in strategic partnerships or partner product at a regulated fintech or financial services company
Added 13 mins ago
T
Vice President, Surety Claims
Trisura
Toronto, ON
- Full-time
At least 10 years of progressive experience in surety claims, construction law, construction risk, insurance, financial analysis, litigation or a related field, including significant surety…
Added 13 mins ago
A
Banking Administrator - OP-26-977
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 13 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Luxury offices in downtown financial core - First Canadian Place
Added 13 mins ago
WC
Accounts Receivables Representative (Concord, ON)
Wolseley Canada Inc.
Concord, ON
- Full-time
…timely collection of outstanding payments, maintaining accurate financial records, and supporting the organization's cash flow objectives. The role combines financial analysis, reporting,…
Added 13 mins ago
GC
Associate - Life Science Venture Capital
Genesys Capital
Toronto, ON
- Full-time
Assist in the investment process, including review of business plans, building financial models and identification of prospective investments;
Added 13 mins ago
A
Banking Administrator - OP-26-977
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 13 mins ago
W
Gestionnaire financier(ère)
Wilson
Montmagny, QC
- $100,000 to $120,000 CAD / year
- Full-time
…Operations and Corporate Finance, the Plant Finance Manager turns financial data into actionable insights while overseeing month-end close, financial reporting, inventory management,…
Added 28 mins ago
PG
Deposit Administrator (12-Month Contract)
Peoples Group
Toronto, ON
- Full-time
…a strong commitment to service excellence and experience in financial…
Added 28 mins ago
LC
Billing Support Specialist
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…multichannel sales, expansion to new locations, global payments, financial solutions, and connection to supplier…
Added 28 mins ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
…knowledge with the strength of MUFG - one of the world’s largest financial institutions with approximately $3 trillion in…

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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