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Added 13 mins ago
M
Front Office Supervisor
Marriott
Saskatoon, SK
- Full-time
…procedures; report accidents, injuries, and unsafe work conditions to manager; complete safety training and certifications; ensure personal appearance is clean and professional; maintain…
Added 13 mins ago
Gestionnaire de territoire - Bilingue / Territory Manager, Quebec City
Sun Pharmaceutical Industries Ltd
Brampton, ON
As part of our mission to Reach People and Touch Lives, we deliver Innovative Medicines, Generics and Consumer Healthcare products that improve the lives of millions of people. With a…
Added 13 mins ago
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Contrôleur·euse financier·ère │ Financial Controller
Evvo
Montreal, QC
- $90,000 to $105,000 CAD / year
- Full-time
Added 13 mins ago
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The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 13 mins ago
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Health Care Aide | Permanent Part Time | FTE 0.4 | Days| Tue, Sat, Sun & Fri
Sienna Senior Living
Edmonton, AB
- Part-time
Health Care Aide | Permanent Part-time | 30 hours bi-weekly
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Commercial Front Load/Side Load Driver
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Nanaimo, BC
- Full-time
Shift: Ten hour shifts, four days a week 6:00am start time
Added 13 mins ago
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Grocery Department Manager Full Time Day
Loblaw Companies Limited
Paradise, NL
- Full-time
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Produce Department Manager Full Time Day
Loblaw Companies Limited
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Added 13 mins ago
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Patient Appointment Coordinator
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Remote, Canada
- Remote
Term: Full-time, Contract (12 months); existing vacancy
Added 13 mins ago
Certificated Kindergarten Teacher- (MDN)
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As a certificated teacher, you will collaborate with children and families who are part of our Kindergarten program and/or PUF program. You uphold the principles of inclusion and diversity…
Added 13 mins ago
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Senior Mechanical Engineer - Team Lead
Stantec
Edmonton, AB
- Full-time
…complexity. You will serve as both a technical leader and people manager while collaborating closely with multidisciplinary design teams, clients, contractors, and other project…
Added 13 mins ago
House Cleaner
Vail Resorts
Whistler, BC
Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the…
Added 14 mins ago
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Field Support Engineer II
McCain Foods
Toronto, ON
- Full-time
…visible representative of Digital Technology. Reporting to the Manager, Regional Service Delivery, you will provide end-to-end technology support for more than 200 users across a corporate…
Added 14 mins ago
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Class 1 / AZ DOT Driver
Linde
Delta, BC
- Internship
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Added 28 mins ago
Manufacturing Engineering Technician
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REPORTS TO - PRODUCTION MANAGER, CARE TECHNOLOGIES NORTH AMERICA
Added 28 mins ago
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Tool Rental Sales Part Time (NEPEAN)
The Home Depot
Ottawa, ON
- Part-time
Added 28 mins ago
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Business Relationship Manager
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…announce that we are currently seeking a Business Relationship Manager in our Timmins…
Added 28 mins ago
Commissioner - Travel USA (m/f/d)
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AB
Documents and reports technical problems, faults, component defects, daily activities, and other performance data on time and per company procedures.
Added 28 mins ago
TH
Head Cashier Part Time (DARTMOUTH)
The Home Depot
Dartmouth, NS
- Part-time
Added 28 mins ago
TH
Front End Associate Part-Time - 7102 Thunder Bay
The Home Depot
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Treats all customers and associates in a sincere, appreciative manner and minimizes the time in the checkout line, acknowledging waiting customers.
Added 28 mins ago
TH
Order Picker: Full Time - TUSCANY
The Home Depot
Canada
- Full-time
…they are moved out of the store and loaded onto the truck. As part of the Service Desk team, Order Picker associates need to be comfortable handling basic customer order-related…
Added 28 mins ago
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Personal Support Worker (PSW)
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Parry Sound, ON
- Part-time
Are you proud to contribute your skills to delivering quality health care? PSWs are an integral part of a health care team, and in this role, you will encourage, support, and promote…
Added 28 mins ago
MR
Part-Time Sales Associate
Match Retail
Cambridge, ON
- Part-time
…high-end products and thrive in customer-facing roles, this part-time opportunity offers the perfect blend of flexibility, competitive pay, and personal…
Added 28 mins ago
RB
Associate Advisor
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- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…

BMO

Financial Planner

Surrey, BC, Canada

Full-time

Apply About employer

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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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