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Added 6 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 22 mins ago
W
Tax Principal
W3Global
Oakville, ON
- Full-time
Review tax provisions, tax disclosures, and income tax-related matters arising from assurance and financial statement engagements.
Added 22 mins ago
VB
Senior Manager Financial Reporting
Vaco by Highspring
Oshawa, ON
- $140,000 to $160,000 CAD / year
- Full-time
Our client is an energy and clean power generation company. They are looking for a Senior Manager, External Reporting & Accounting Policy who will be responsible for the finalization,…
Added 22 mins ago
BC
Junior Accountant
Brunico Communications
Toronto, ON
- Contract
Accounting Assistant, you will play a key role in ensuring seamless daily financial operations.
Added 22 mins ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
Hold a recognized designation such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) or be willing to pursue one within the first…
Added 22 mins ago
CE
General Manager
Canadian Executive Search Group (USA) Inc / Division of Arrow Group of Companies
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- Full-time
Take full ownership of plant P&L, budgeting, cost control, profitability, and financial performance.
Added 22 mins ago
WC
Senior Manager, Benefits and Wellbeing
Walmart Canada
Mississauga, ON
- Full-time
Added 51 mins ago
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Senior Education Strategist
iA Financial Group
Calgary, AB
- Full-time
Reporting to the National Manager of Education, you will act as a strategic Education partner to Service, Sales, Marketing, Implementation and other internal stakeholders. Bringing a…
Added 51 mins ago
R
Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 51 mins ago
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Private Banker
RBC
Mississauga, ON
- Full-time
…Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 51 mins ago
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Customer Experience Associate
TD
Calgary, AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 51 mins ago
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PIA Client Service Associate
TD
Burlington, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 51 mins ago
E
Controller
E4C
Edmonton, AB
- Full-time
7+ years of progressive accounting experience, including 3+ years in a Controller, Assistant Controller, or Finance Manager role with responsibility for financial close.
Added 51 mins ago
B
Senior Relationship Manager
BMO
Halifax, NS · Charlottetown, PE · Nova_Ctr
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 51 mins ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
Contribute to the implementation of Scotia iTRADE marketing strategies (under the direction of the Manager) to maximize opportunities for business growth.
Added 51 mins ago
IF
Team Lead, Actuarial, Operational Performance Analytics
Intact FC
Calgary, AB · Quebec, 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 1 hour ago
Director - Global Sales and Business Development
L3Harris Technologies
ON · Waterdown, ON
…Leader and partners closely with the Vice President and General Manager of WESCAM. The ideal candidate has a successful track record of selling into the international defense community, is…
Added 1 hour ago
Shopping Centre Manager
Harvard
Regina, SK
Reporting to the Senior Shopping Centre Manager this position is a member of a portfolio team working collaboratively with other members responsible for marketing, administration,…
Added 1 hour ago
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Relationship Manager, Business Market
RBC
Ottawa, ON
- Full-time
You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s…
Added 1 hour ago
P
Suitability Review Analyst
Primerica
Mississauga, ON · Primerica Financial Services Ltd (CAN)
- Full-time
Added 1 hour ago
S
Accounts Payable Manager (15 month term)
Stantec
Edmonton, AB
- Full-time
Stantec has an exciting opportunity for an Accounts Payable Manager within its North American Accounts Payable team located in Edmonton, Alberta. Reporting to the Senior Manager, Accounts…
Added 1 hour ago
NF
Underwriting Manager, Small Business (9-Month Contract)
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC
- Full-time
What it’s like to be a Northbridge Underwriting Manager:
Added 1 hour ago
T
Software Engineer II Full Stack (Branch Systems)
TD
London, ON · Toronto, ON
- Full-time
Added 1 hour ago
T
Site Reliability Engineer Lead
TD
Toronto, ON
- Full-time
Added 1 hour ago
T
VP, Advanced Client Analytics
TD
Toronto, ON
- Full-time
…factory to connect client feedback, operational signals, and financial outcomes to prioritize the right actions to improve Client Experience. Client Insights Factory will integrate client…

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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