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Added 14 mins ago
Planner
EBC Inc.
BC · Campbell River Outskirts, British Columbia
We are seeking an onsite planner for our Ladore Project located in Campbell River.
Added 30 mins ago
SS
Subrogation Examiner - Hybrid - Anywhere in Canada
SCM Services d’assurances
Toronto, ON
- Full-time
…performance. You will have to be strong technically, a solid planner and organizer, and understand key issues plus provide solid solutions. You will have to be motivated to do this type of…
Added 45 mins ago
SI
Worker, General Help - UNION Red Deer
Saputo Inc.
Red Deer, AB
- Full-time
…excellent communication lines with supervision, production planner, maintenance, warehouse, and line…
Added 1 hour ago
JA
Planificateur principal – Contrôle de projets/Senior Planner – Project Controls
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 1 hour ago
PC
Senior Accountant
Pacific Coast Fruit Products Ltd.
Abbotsford, BC
- $85,000 to $95,000 CAD / year
- Full-time
…nutraceutical industries. Through teamwork and innovation, we process millions of pounds of berries from the Fraser Valley and around the world. Pacific Coast Fruits Products not only…
Added 1 hour ago
T
Financial Planner - Saint-Laurent, MTL
TD
Pointe-Claire, QC
- Full-time
Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with…
Added 2 hours ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
Added 2 hours ago
JA
Contract Manager
JR Automation
Toronto, ON
- Full-time
Monitor schedule impacts to baseline schedule, in conjunction with Project Planner.
Added 2 hours ago
JA
Planificateur maintenance / Maintenance Planner
JR Automation
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- Full-time
Added 2 hours ago
AG
Senior Media Planner
Adelphi Group
Toronto, ON
- Full-time
The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis.
Added 2 hours ago
SI
Worker, General Help - UNION Red Deer
Saputo Inc.
Red Deer, AB
- Full-time
…excellent communication lines with supervision, production planner, maintenance, warehouse, and line…
Added 3 hours ago
T
Financial Planner - Edmonton
TD
AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice…
Added 3 hours ago
B
Financial Planner
BMO
Surrey, BC
- Full-time
…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…
Added 3 hours ago
TP
Maintenance Mechanic
TOPPAN Packaging Americas
Mississauga, ON
- $50.5 CAD / hour
- Full-time
…Working closely with Production, Engineering, and the Maintenance Planner, this position ensures equipment operates safely and efficiently while supporting continuous improvement…
Added 4 hours ago
PLANT MANAGER
SOPREMA Canada
Woodstock, ON
Work with the Quality Manager to maintain process control, resolve non-conformities and ensure products meet requirements;
Added 12 hours ago
FN
Director of Development Engineering
FAMU National Alumni Association
Brantford, ON
- Full-time
…efficiency of the City s engineering review, approval and inspection process and to meet mandated goals and objectives. Accountable for establishing and achieving Departmental goals and…
Added 13 hours ago
AM
Care Planner and Relationship Coordinator
Angels My Way Home Care
Oakville, ON
- Full-time
Care Planner & Relationship Coordinator | Angels My Way Home Care - Oakville, ON
Added 17 hours ago
Maintenance Control Planner (Vancouver)
Pacific Coastal Airlines
Richmond, BC
Pacific Coastal Airlines (PCA) is looking for a Maintenance Control Planner!
Added 17 hours ago
Maintenance Control Planner (Vancouver)
Pacific Coastal Airlines
Richmond, BC
Pacific Coastal Airlines (PCA) is looking for a Maintenance Control Planner!
Added 20 hours ago
Senior Total Wealth Planner - Vancouver, BC
Scotiabank
Vancouver, BC
Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning…
Added 20 hours ago
A
Buyer/Planner III
Allegion
Mississauga, ON
- Full-time
Proactively manage purchase order process; effectively communicate potential shortages / delays. Expediting with suppliers to minimize any potential delays to customers.
Added 20 hours ago
DH
Entitlements Project Manager-WA
D.R. Horton
Vancouver, BC
- Full-time
Manage daily activities in due diligence process pertaining to obtaining entitlements from jurisdictional authorities for assigned projects, including but not limited to plan amendments,…
Added 20 hours ago
ML
Sr. Demand Planner
Maple Leaf Foods Inc
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
The Sr. Demand Planner is is responsible for developing and maintaining the finished goods sales forecast that is used by the operations and commercial teams.To be successful in the role,…
Added 20 hours ago
Demand Planner
Andrew Peller Limited
Oakville, ON
…through extraordinary experiences. We are looking for a Demand Planner to join our team and play an important role in supporting our demand planning and Integrated Business Planning (IBP)…
Added 20 hours ago
TT
Intermediate Project Controls – Planner/Scheduler Burlington, ON
TWD Technologies Ltd.
Burlington, ON
- Full-time
Intermediate Project Controls - Planner/Scheduler – Burlington, ON - Join a Team That Puts People First

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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