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Added 5 mins ago
SC
Full Time Front End Manager - Cloverdale/Quadra Store Victoria BC
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Manage the department budget and ensure the department achieves all financial targets and maximizes sales and margins, including appropriate sales forecasting, variance analysis and…
Added 5 mins ago
T
Financial Planner - Saint-Laurent, MTL
TD
Pointe-Claire, QC
- Full-time
Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with…
Added 5 mins ago
JA
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 5 mins ago
JA
SAP Senior Functional Specialist FICO/PS
JR Automation
Toronto, ON
- Full-time
This Information Systems position is responsible for planning, project management, coordination and functional support of all HR Canada domains primarily, in the area of SAP Financial and…
Added 6 mins ago
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FP&A senior analyst - Close to Downtown Montreal
Exceleris
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the FP&A Manager, the Senior FP&A Analyst supports budgeting, forecasting, and financial planning in a multi-entity, multi-currency environment. The role also includes monthly…
Added 6 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Role: Reporting to the Manager, IT Product Delivery, this position is responsible for driving SAP Finance solution design, business process optimization, and stakeholder engagement to…
Added 6 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
Stoney Creek, NB
- Full-time
The Division Manager oversees all operational, financial, and human resource aspects within the assigned branches to drive sales growth, profitability, and market share. This role leads…
Added 20 mins ago
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Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
Integrates information from multiple sources to strengthen analysis, reporting and decision-making.
Added 20 mins ago
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Mortgage Specialist
BMO
Laval, QC
- Full-time
Conducts independent analysis and assessment to resolve strategic issues.
Added 35 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 35 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 35 mins ago
Program Administrator (Education)
Wilfrid Laurier University
Brantford, ON
Reports to: Manager Education Programs, BEd, Education Minor/Teaching Option and IES, Faculty of Education
Added 35 mins ago
JA
Service Sales Account Manager
JR Automation
Richmond, BC
- Full-time
The Service Sales Account Manager – support customers across British Columbia by promoting and selling Hitachi Energy’s Engineering & Service portfolio. You will help utilities and…
Added 35 mins ago
JA
Service Account Manager - Ontario
JR Automation
Stoney Creek, NB
- Full-time
The Service Account Manager – support customers across Ontario by promoting and selling Hitachi Energy’s Engineering & Service portfolio. You will help utilities and industrial…
Added 35 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 35 mins ago
W
Gestionnaire financier(ère)
Wilson
Montmagny, QC
- $100,000 to $120,000 CAD / year
- Full-time
Partnering with a leading print product manufacturer, we are seeking a Plant Finance Manager to serve as a key operational leader. This role drives core plant FP&A, including budgeting,…
Added 51 mins ago
W
Quality Systems Coordinator
Winpak
Winnipeg, MB
- Full-time
Reporting to the Manager, Quality & Food Safety Systems, this position coordinates customer complaints, root-cause analysis, corrective and preventive actions (CAPAs), supplier quality…
Added 1 hour ago
SC
Directeur(trice) des ventes | Sales Manager
Service Corporation International
Montreal, QC
- Full-time
Prepare reports that demonstrate compliance with financial controls
Added 1 hour ago
Warehouse Manager, Fleet and Facilities
Enercare
AB
Role: Warehouse Manager, Fleet and Facilities
Added 1 hour ago
T
Financial Planner - Edmonton
TD
AB
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 1 hour ago
PS
Project Manager
Polaryn Solutions Inc.
Dartmouth, NS
- Full-time
Reporting to the Senior Manager, Major Projects, the Project Manager is responsible for overseeing and delivering the successful execution of projects that support innovation and growth…
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 1 hour ago
AP
Senior Manager, Business Development
Atura Power
Oakville, ON
- Full-time
Oversee due diligence, financial analysis, and risk assessments for potential acquisitions or partnerships
Added 1 hour ago
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Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based…
Added 1 hour ago
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Financial Planner
BMO
Surrey, BC
- Full-time
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…

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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