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Added 5 mins ago
C&
Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 5 mins ago
C&
Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 5 mins ago
AC
National Sales Manager, Canada
Axis Communications
Toronto, ON · Canada - ON - Toronto
- Full-time
As National Sales Manager, Canada, you'll lead our sales teams across the country and join the Canadian leadership team. You'll guide a national team of sales leaders and specialists, build…
Added 5 mins ago
O
Sr Customer Success Manager - Oracle Health
Oracle
Canada
- $79,900 to $131,300 CAD / year
- Full-time
Support commercial planning through insights on customer priorities, risks, and partnership trajectory.
Added 5 mins ago
General Manager
Nors
Dartmouth, NS
We are looking for a General Manager to join our team in Atlantic Canada.
Added 20 mins ago
Sr. Manager, Trade Compliance
L3Harris Technologies
ON · Waterdown, ON
…mission-critical needs. The company provides advanced defense and commercial technologies across space, air, land, sea and cyber domains. L3Harris has approximately $18 billion in annual…
Added 20 mins ago
RB
Manager, YouTube & Affiliates
Royal Bank of Canada
Toronto, ON
- Full-time
We're looking for a hands-on, execution-first Manager, YouTube & Affiliates to lead the day-to-day development of our YouTube content and our affiliate partnerships. This is a role for…
Added 20 mins ago
RB
Director, Business Marketing – Canada
Royal Bank of Canada
Toronto, ON
- Full-time
Global Program Leadership – Lead strategic planning, budget development, execution, and reporting for marquee global marketing programs where Canada plays a key role, ensuring alignment…
Added 20 mins ago
RB
Recoveries Officer
Royal Bank of Canada
Mississauga, ON
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 20 mins ago
IB
Account Manager - Creative
Innovative Beauty Group
Mississauga, ON
- $75,000 to $95,000 CAD / year
- Full-time
The Account Manager is responsible for building trusted client relationships and leading the delivery of creative services that meet client objectives and drive profitable growth for…
Added 34 mins ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
…directly with customers, contractors, and subcontractors on commercial, industrial, and institutional construction sites and occupied facilities, ensuring high levels of customer…
Added 34 mins ago
HA
Medical Aesthetics Account Manager – BC East, Hugel Canada
Hugel Aesthetics
BC · Vancoucer, British Columbia
- Full-time
Founded in 2001, Hugel is a South Korea–based global leader in medical aesthetics, specializing in the development and commercialization of botulinum toxin, hyaluronic acid fillers, skin…
Added 49 mins ago
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Account Manager, Commercial Market
Desjardins
Tecumseh, ON
- Full-time
…relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He or she…
Added 49 mins ago
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Order Desk Coordinator, Procurement
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
…Raptors (NBA), Toronto FC (MLS), Toronto Argonauts (CFL) and development teams with the Toronto Marlies (AHL), Raptors 905 (NBA G League), Toronto FC II (MLS NEXT Pro League) and Raptors…
Added 49 mins ago
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Manager, YouTube & Affiliates
RBC
Toronto, ON
- Full-time
We're looking for a hands-on, execution-first Manager, YouTube & Affiliates to lead the day-to-day development of our YouTube content and our affiliate partnerships. This is a role for…
Added 49 mins ago
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 49 mins ago
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 49 mins ago
RS
Territory Executive - CANADA
Republic Services
Brampton, ON
- Full-time
Identifies viable leads, manages prospects and acquires new, profitable commercial, industrial and recycling business to meet and exceed monthly established targeted revenue goals for new…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to a variety of mentoring programs to help…
Added 1 hour ago
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Sr. Relationship Manager, Real Estate Finance
CIBC
London, ON
- Full-time
As a Sr. Relationship manager, Real Estate Finance, you will manage key client relationships and coordinate the execution of secured and unsecured revolvers, property acquisition financing,…
Added 1 hour ago
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Clinical Project Manager
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Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
…divisions, the project management is related to analytical method development, sample analyses as well as for bioequivalence, bioavailability and ADME studies for generic and new chemical…
Added 1 hour ago
Senior Manager, Cyber Security and IT Risk
Scotiabank
Toronto, ON
The Senior Manager, Cyber Security & IT Risk is a key execution and risk management partner within the Cyber & IT Risk team. The role drives critical regulatory, audit, remediation and risk…
Added 1 hour ago
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Contracts Manager
RTX
Calgary, AB
- Full-time
…members of the Contracts team, fostering their professional development and contributing to the department’s overall…
Added 1 hour ago
Director, Bid Strategy & Pricing
Lyft
Montreal, QC
12+ years in bid, capture, commercial, or business development roles, including 5+ years leading teams at a senior manager, director level, or equivalent.

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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