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Added 3 mins ago
Payroll & Benefits Specialist (Contract)
Richardson Wealth Ltd
Toronto, ON
Respond to employee and manager inquiries regarding payroll, benefits, retirement programs, leaves, deductions, and related processes.
Added 18 mins ago
D
Account Manager, Commercial Market
Desjardins
Tecumseh, ON
- Full-time
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the…
Added 18 mins ago
AR
Restaurant Manager
A&W Restaurants
Victoria, BC
- Full-time
A&W Restaurants in Victoria, BC, is seeking a Restaurant Manager to start immediately at our Mayfair Shopping Centre location. (#FC7 3147 Douglas Street)
Added 33 mins ago
T
Senior Manager, TDS Operations
TD
Toronto, ON · Montreal, QC
- Full-time
…knowledge, innovation and experience in the following key areas of…
Added 33 mins ago
T
Senior Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
The Model Validation (MV) group in Enterprise Risk, Risk Management is responsible for the independent validation and approval of all analytical models used for TD.
Added 33 mins ago
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Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
The Model Validation (MV) group in Enterprise Risk, Risk Management is responsible for the independent validation and approval of all analytical models used for TD.
Added 33 mins ago
T
Specialized HR Manager
TD
Toronto, ON
- Full-time
The Manager, Compensation Advisory will report to the Senior Manager, Compensation Advisory and will be responsible for managing the day-to-day relationships with our various partners and…
Added 33 mins ago
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Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Reporting to the Vendor Manager III for Strategic ITS Third-Party Management Portfolio, the successful candidate will drive best in class vendor management and governance through all stages…
Added 33 mins ago
T
Data Scientist I (Quants) – Insurance Model Validation
TD
Toronto, ON
- Full-time
The Model Validation (MV) group in Enterprise Risk, Risk Management is responsible for the independent validation and approval of all analytical models used for TD.
Added 33 mins ago
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
…location for in-person team events and experiences. The hiring manager will provide more information about how this works for their…
Added 33 mins ago
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Payroll Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Reporting to the Payroll Manager, Payroll Operations, the Payroll Specialist will be responsible to process biweekly payroll for 12,500+ Canadian employees. This is a 15-month contract…
Added 33 mins ago
D
Market Development Manager
Desjardins
QC · Caisse Desjardins de la Chute-Montmorency-- île-d'Orléans
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 33 mins ago
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Administrative Assistant
Desjardins
Saint-Jérôme, QC
- Full-time
The incumbent supports the general manager and/or the manager(s) of a small-sized caisse in carrying out various administrative support and secretarial activities, as per managers' detailed…
Added 33 mins ago
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Lease and Rental Administrative Specialist
Altruck International Centres
Kitchener, ON
- Full-time
Reporting to the General Manager, this position plays an important role in ensuring lease and sales transactions are accurately processed, properly documented, and completed on time, while…
Added 33 mins ago
D
Advisor, Securities
Desjardins
Montreal, QC
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 33 mins ago
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Executive Administrative Assistant-Office Manager, Capital Markets
Desjardins
Calgary, AB
- Full-time
As an Executive Administrative Assistant-Office Manager, you carry out a wide variety of administrative duties as required by daily operations of the Calgary Capital Markets team. Reporting…
Added 33 mins ago
L
Retirement Consultant
LifeWorks
AB · Vancouver, BC · Winnipeg, MB · Regina, SK
- $70,000 to $100,000 CAD / year
- Full-time
Act as manager in the client accounts department
Added 48 mins ago
SA
Special Finance Manager
Steele Auto Group
NS · Dartmouth, NS
- Full-time
Steele Advantage Financing is looking for a Special Finance Manager to join our team. As a Special Finance Manager, your role is about more than closing deals, it is about opening doors.…
Added 49 mins ago
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Surgical Supply Chain Technician - Corp OR Business Center
William Osler Health System
Brampton, ON
- Full-time
Under the direction of the Business Manager, Surgical Program, the Surgical Supply Chain Technician will have delegated authority for the purchasing of goods, services, minor and capital…
Added 1 hour ago
Accounts Payable Specialist (9-Month Contract)
Tridel Group of Companies
Toronto, ON
Periodically performs other functions and special projects assigned by the Bookkeeping Manager, Supervisor, and Project Accountants.
Added 1 hour ago
Financial Operations Clerk-C0792
City of London
London, ON
Reports to the Manager, Financial Operations; responsible for the local data processing of the SAMS (Social Assistance Management System) Provincial database; accounts payable and accounts…
Added 1 hour ago
AR
Restaurant Manager
A&W Restaurants
AB
- Full-time
A&W Restaurants in Edmonton, AB, is seeking a Restaurant Manager to start immediately at our Bonnie Doon Mall location.(#167 8330-82 Ave, Edmonton, AB)
Added 1 hour ago
Manager, Campaign Designer
Scotiabank
Toronto, ON
…Execution functions within Scotiabank’s Canadian Bank Analytics group. This individual will develop analytical solutions to help solve a wide array of business problems, including…
Added 1 hour ago
TG
Analyst, Market Insights Intern
TMX Group
Toronto, ON
- $25 to $29 CAD / hour
- Full-time
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United…
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…

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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