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Added 6 mins ago
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Retail Supervisor - Full Time (Toronto)
PUMA
Toronto, ON · Outlet Toronto Premium
- Full-time
Assist the Store Manager and Assistant Store Manager with the recruitment, training, development and succession of high performing, results driven employees,
Added 6 mins ago
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Sales Manager
Sandvik
Saskatoon, SK
- Full-time
At Sandvik, opportunity goes far beyond the role you step into today. Our global network, innovative technologies, and diverse businesses give you the platform to grow your career while…
Added 22 mins ago
P
Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
As a Corporate Tax Senior Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 22 mins ago
T
Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 22 mins ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
Added 22 mins ago
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Account Manager, Small Business
TD
AB
- Full-time
…success? If so, then get on board for the position of Account Manager, Small Business. In this role, you will deliver a legendary customer experience, drive profitable business growth, and…
Added 22 mins ago
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Customer Experience Associate
TD
Red Deer, AB
- Part-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 22 mins ago
T
Branch Manager Trainee
TD
Brampton, ON
- Full-time
…adhering to internal policies, practices, and processes? As Branch Manager Trainee, strive for excellence and execute with speed, raising the bar around…
Added 22 mins ago
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Project Manager II, Payments
TD
Toronto, ON
- Full-time
TD Securities is proud to offer a rewarding opportunity for a Project Manager in Payment Platform spaces. The candidate will be a significant contributor to a globally diverse team which is…
Added 22 mins ago
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Manager, Compliance – Model and Data Governance
TD
Toronto, ON
- Full-time
The Manager, Compliance – Model and Data Governance is responsible for ensuring AI and data usage within TDS Compliance aligns with enterprise strategy and governance principles. The role…
Added 22 mins ago
MS
Onboarding Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
…outstanding client service, streamlined administration, and global plan management. Shareworks provides clear and actionable ways to make equity plans more personal, so employees at all…
Added 22 mins ago
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Experienced Analyst Technical Product Manager
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
…site teams, and cross-functional partners to translate the global design into executable site processes, identify and resolve gaps, support testing, and prepare the business for…
Added 37 mins ago
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Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
…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…
Added 37 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 37 mins ago
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Proposal Manager
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…responsibility. May act as a back-up when the Proposal Services Manager/Director is out of the office. Expert proposal writer for asset management firms. The incumbent is an expert in the…
Added 37 mins ago
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Manager, Global Technology & Operations (GTO) Strategy & Transformation
Manulife
Montreal, QC
- Full-time
In this role, you will help drive Global Technology & Operations' strategy, transformation, AI enablement, workforce modernization, value realization, and governance agenda. You will lead…
Added 37 mins ago
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Director, Talent Development (GRO) and Human Performance Enablement
Manulife
Toronto, ON
- Full-time
Be accountable for the end-to-end global operation of GRO, including annual planning, cohort and rotation design, onboarding and orientation, development programming, manager and…
Added 37 mins ago
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Health and Welfare Implementation Manager
LifeWorks
Toronto, ON
- Full-time
Every benefits program we implement starts with a team that turns client goals into working technology. As Implementation Manager, you'll lead a team of implementation consultants and…
Added 37 mins ago
Intermediate Mechanical Piping Engineer (Contract)
Trans Mountain
Calgary, AB
Trans Mountain also operates a state-of-the-art loading facility, Westridge Marine Terminal, with three berths providing tidewater access to global markets.
Added 37 mins ago
Team Lead, Engineering (Contract)
Trans Mountain
Calgary, AB
Trans Mountain also operates a state-of-the-art loading facility, Westridge Marine Terminal, with three berths providing tidewater access to global markets.
Added 37 mins ago
TT
Business intelligence & Data Analyst
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $61,582.5 to $86,215.5 CAD / year
- Full-time
…Working closely with cross-functional teams across TJX Canada, global partners, and IT, you’ll help modernize operational models and deliver impactful solutions that create business value.…
Added 37 mins ago
SAP SuccessFactors Employee Central Global Benefits - Senior Consultant or Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Calgary, AB · Waterloo, ON
We are looking for a highly skilled SAP SuccessFactors EC Global Benefits – Senior Consultant or Manager to join our HR Technology practice. This role is designed for professionals with…
Added 37 mins ago
EHS Advisor - YNSE
Aecon
Toronto, ON · North York, ON
…America and a strong footprint internationally, Aecon brings global expertise and proudly serves public and private sector clients through its Construction and Concessions…
Added 37 mins ago
PG
Programmatic Specialist
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
With a history that dates back over 80 years, Starcom is a global communications planning and media leader. We are an agency still grounded in our founding principle that people are at…
Added 37 mins ago
PG
Manager, Programmatic
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
With a history that dates back over 80 years, Starcom is a global communications planning and media leader. We are an agency still grounded in our founding principle that people are at…

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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