Find work in Canada.

526,396 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
NC
Business Relationship Manager
Northern Credit Union
Timmins, ON
- Full-time
…financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. At Northern, strengthening members and…
Added 8 mins 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 8 mins ago
SC
General Manager Food Services (CSNM), Long Term Care (81357001)
Sodexo Canada Ltd
Scarborough Bluffs Park, ON · Scarborough, Ontario
- Full-time
Proactive planning of future business growth plans, including expansion of scope of services
Added 8 mins ago
UH
Registered Nurse, Family Health Team
University Health Network
Toronto, ON
- Contract
The Toronto Western Family Health Team delivers primary care services through a multi-disciplinary, inter-professional approach to diverse patient populations. The Registered Nurse (RN)…
Added 8 mins ago
UH
Physiotherapist - MSK Outpatient
University Health Network
Toronto, ON
- Full-time
Contribution to service planning and timely comprehensive completion of clinical documentation and workload statistics.
Added 8 mins ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Reporting to the Principal Director, SAP AMS, the Customer Evolution Manager, SAP AMS is the primary point of accountability for a portfolio of Talan SAP clients. The role owns the client…
Added 8 mins 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 8 mins ago
CO
Financial Services Administrator
County of Grande Prairie No. 1
Clairmont, AB
- Full-time
This role supports the Financial and Business Planning Services service area by completing financial tasks including reporting and analysis. This role provides high-level administrative…
Added 8 mins ago
R
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 8 mins ago
R
Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
Brand Management, Brand Marketing, Business Oriented, Cross-Channel Marketing, Customer Behavior, Industry Knowledge, Long Term Planning, Marketing, Marketing Activities, Product Services
Added 8 mins ago
Director of Supply Chain Operations
Convergence Networks
Winnipeg, MB
In this role, the Director of Ordering and Procurement is both leader and manager; developing and implementing strategic business directives, integration and change initiatives and holds…
Added 9 mins ago
BT
Private Enterprise Manager
Baker Tilly Canada
Dartmouth, NS
- Full-time
We are looking for a Private Enterprise Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 9 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
BC · British Columbia, Canada
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 9 mins ago
CO
Job ID #32317: Senior Project Manager, Specialized Transit
City Of Hamilton
Hamilton, ON
- Full-time
Reporting to the Manager of Accessible Transportation Services, the Senior Project Manager, Specialized Transit, will be responsible for directing and managing all aspects of the…
Added 9 mins ago
SC
Gestionnaire de Livraison (Intermédiaire)
SII Canada
Montreal, QC
- Full-time
…pilotage des activités d’ingénierie à titre d’Engineering Delivery Manager…
Added 9 mins ago
BR
Senior Product Manager
BITS Recruiting
Toronto, ON
- Contract
Our client is seeking a Senior Product Manager to support its Enterprise Pub/Sub Applications Team. This role will lead product strategy, roadmap development, and prioritization of…
Added 24 mins ago
Truck Driver Job Fair
Diabetes Canada / National Diabetes Trust
Newmarket, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 24 mins ago
Casual Residence Worker, Mental Health (Aspen House Supported Living)
Connective
Mission, BC
Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all.
Added 24 mins ago
eLearning Developer, National LINC Online Curriculum
Talent Acquisition - Achev
Mississauga, ON
…supported eLearning units for LINC learners. Reporting to the Manager, the role will be responsible for producing the eLearning courseware, configuration and programming (coding) within the…
Added 24 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
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 in the operating room.
Added 24 mins ago
TC
Health & Safety Manager
Trinity Consultants Canada
Terrace, BC
- Full-time
The Health & Safety Manager will be responsible for leading and advancing health and safety initiatives across a multidisciplinary environmental consulting organization in Canada. The role…
Added 24 mins ago
O
Retail Merchandise Manager
OLG
Sault Ste. Marie, ON · Toronto, ON · York Mills Office
- Full-time
Partner in merchandising product ideation; lead the development and implementation of merchandise product including planning timelines and testing to ensure fulfillment of new initiatives.
Added 24 mins ago
T
Personal Banking Associate
TD
Red Deer, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 24 mins ago
T
Personal Banking Associate
TD
Windsor, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 24 mins ago
T
Financial Planner - Saint-Laurent, MTL
TD
Pointe-Claire, QC
- Full-time
…connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for…

BMO

Financial Planner

Surrey, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job