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Added 28 mins ago
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Advertising Sales Rep Senior Analyst - Direct Partner Manager
Accenture
Mississauga, ON
- Full-time
Collaborative team player, invested in collective goals and supporting colleagues to achieve shared success.
Added 28 mins ago
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Service Specialist, Operations II
RBC
Toronto, ON
- Full-time
…questions independently seeking assistance from Team members or Manager as appropriate following established department procedure. Position contains increased elements of risk which are…
Added 29 mins ago
SH
General Duty Sonographer - Diagnostic Imaging - Repost
Shared Health-Soins Communs
Steinbach, MB
- Full-time
Under the general supervision of the Manager, Charge Technologist or designate, the General Duty Sonographer performs ultrasound services as defined at regional and local levels and as…
Added 29 mins ago
BC
Vice President, ETF Algo Engineer
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 43 mins ago
Career Advisor
SAIT
Calgary, AB
Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 43 mins ago
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Product Manager, Savings - Everyday Banking Products
BMO
Toronto, ON · BMOPLACE
- Full-time
The Product Manager, Savings is part of the Day-to-Day Banking Products team within Canadian Personal Banking and reports to the Senior Manager, Savings. This role helps enable the…
Added 43 mins ago
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Senior Analyst, Campaign Delivery
BMO
Toronto, ON · BMOPLACE
- Full-time
…proactively communicate project status updates to Campaign Production Manager, Leads Manager, Measurement Analysts and Product & Marketing business…
Added 58 mins ago
Physical Therapist Degree
HealthCareersInSask.ca
Saskatoon, SK
Job Description: Under the direction of the Manager Interprofessional Practice, the Staff Physical Therapist is responsible for the development and delivery of physical therapy services…
Added 58 mins ago
Occupational Therapist Degree
HealthCareersInSask.ca
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Added 58 mins ago
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Nokomis, SK
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care.
Added 58 mins ago
Talent Coordinator
Dentons
Edmonton, AB
Collaborate with the Talent Advisory Manager to support payroll processing by ensuring accurate and timely HRIS data entry and validation, and provides support related to absence management.
Added 58 mins ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Dilke, SK
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…
Added 58 mins ago
Officer, Human Resources Business Partner (Field)
Canada Post - Postes Canada
Calgary, AB
Acts as partner, people champion and change agent, while aligning business strategy with HR services and solutions. Works closely with the HRBP Manager, the local management team and HR…
Added 58 mins ago
Senior Manager, Real Estate Strategy & Planning
Hydro One Networks Inc
Markham, ON
Provide a consultative role to the F&RE Director and the Vice President Shared Services, in the development of an effective F&RE strategy that aligns with the overall corporate objectives.
Added 58 mins ago
Speech-Language Pathologist
Winnipeg Regional Health Authority
Winnipeg, MB
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 58 mins ago
Staff Pharmacist - 2015-Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 58 mins ago
Nurse 4 - Public Health Nurse - Indigenous Designated - Street Connections - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 58 mins ago
Clinical Resource Nurse (N3) - Surgery B2/L2/PAC/NFA - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 58 mins ago
Staff Pharmacist - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 59 mins ago
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Communications Manager, Equinix Foundation
Equinix
Toronto, ON
- Full-time
The Communications Manager, Equinix Foundation is a global storyteller, communicator, and brand steward who leads Foundation communications and sources community stories to meet the mutual…
Added 1 hour ago
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Personal Support Worker (PSW)
CarePartners
Parry Sound, ON
- Part-time
…transitional care units, and provides relief in retirement homes and shared care settings. Through our Community Nursing Services outreach program, we’ve been organizing staff-led medical…
Added 1 hour ago
RB
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
Royal Bank of Canada
Kitchener, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Investor &Treasury Services provides services to the Investment Management, Broker/Dealer, and Insurance Services industries. These services include Trusteeship, Recordkeeping, Fund…
Added 1 hour ago
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Branch Manager - Kitchener-Waterloo Market - Elmira Branch
RBC
Kitchener, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
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Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
The right candidate has run marketing inside an investment bank, broker-dealer or institutional asset manager and can hold their own with sector heads on strategy, not just execution.

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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