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Added 1 min ago
AC
Early Careers: Retirement Actuarial Associate
Aon Corporation
Toronto, ON
- Full-time
Solution line focus: Helps organizations understand property and casualty risk, evaluate total cost of risk and make informed risk management decisions.
Added 47 mins ago
B
Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Added 47 mins ago
Lead Business Analyst - Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
Added 47 mins ago
Senior Business Analyst - Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · Quebec, QC · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
Experience in property and casualty insurance or another regulated financial services environment is an asset.
Added 1 hour ago
CH
Real Estate Svcs Coordinator
CBRE HV
Toronto, ON
- Full-time
…service support to tenants and vendors. This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group. What You’ll…
Added 1 hour ago
T
Senior Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
2+ Exp. in modeling / validating for multiple product lines (life and general insurance (auto/property)) for IFRS 17 liability / reserve, Stress testing, ORSA, CAT. Models
Added 1 hour ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
1+ Exp. in modeling / validating for multiple product lines (life and general insurance (auto/property)) for IFRS 17 liability / reserve, Stress testing, ORSA, CAT. Models
Added 1 hour ago
T
Data Scientist I (Quants) – Insurance Model Validation
TD
Toronto, ON
- Full-time
Exp. in modeling / validating for multiple product lines (life and general insurance (auto/property)) for IFRS 17 liability / reserve, Stress testing, ORSA, CAT. Models is an asset
Added 1 hour ago
C
Sr. Relationship Manager, Real Estate Finance
CIBC
London, ON
- Full-time
…coordinate the execution of secured and unsecured revolvers, property acquisition financing, commercial mortgages, and construction loans. As a Senior Manager, you will join CIBC’s Real…
Added 1 hour ago
N
Analyst
Newmark
Toronto, ON
- Full-time
…estate data, specializing in the land asset class, to support property appraisal and valuation consulting services. The Analyst will conduct market research, maintain accurate internal…
Added 2 hours ago
GT
Manager, Real Estate Operations
Greater Toronto Airports Authority
Toronto, ON
- Full-time
…commercial real estate assets. You will lead lease compliance, property operations, operating cost and recovery-rate management, tenant project oversight, and the resolution of contractual…
Added 2 hours ago
H
Financial Reporting & Risk Manager
Halifax
Goffs, NS
- Full-time
Engagement with HRM and PVSC on property tax and assessment matters.
Added 2 hours ago
M
Coordonnateur(trice) exécutif et administratif / Executive & Administrative Coordinator
MSD
Kirkland, QC
- Full-time
Added 2 hours ago
SP
Vice President of Finance and Administration
Slemon Park Corporation
Slemon Park, PE
- Full-time
Control access to information systems and ensure effective backup processes for administrative, property management, general ledger, hotel, food and beverage, and retail point-of-sale…
Added 3 hours ago
RU
International Tax Transfer Pricing Intern - Winter 2027
RSM US LLP
Toronto, ON
- Full-time
· Evaluating intercompany transfers of tangible goods, intangible property, services, and loans and conducting financial and economic analyses of multinational and domestic corporations,…
Added 3 hours ago
E
Senior Client Portfolio Manager (FX Dealer)
Ebury
Toronto, ON
- Full-time
Added 3 hours ago
B
Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
- Full-time
…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…
Added 3 hours ago
BA
Senior Financial Analyst
BC Assessment
Victoria, BC
- Full-time
As a Provincial Crown Corporation, our enduring purpose is to support communities through independent excellence in property assessments. Our people are the key to our success - they drive…
Added 3 hours ago
RG
Technician, Tax & Compliance
Regional Group
Ottawa, ON
- Full-time
- Temporary
…expertise in development, construction, asset management, and property operations to deliver exceptional value and experiences. Through our homebuilding division, eQ Homes, we continue to…
Added 3 hours ago
HB
Senior Business Analyst
HomeEquity Bank
Toronto, ON
- Full-time
Understanding of financial and banking concepts including mortgages, interest rates, property appraisals, credit assessment and mortgage products.
Added 3 hours ago
B
Bilingual Inbound Fraud Specialist (French and English)
BMO
NB · New Brunswick, Canada
- Full-time
Added 3 hours ago
B
Bilingual Inbound Fraud Specialist (French and English)
BMO
NS · Nova Scotia, Canada
- Full-time
Added 4 hours ago
NF
Senior Analyst, Strategy & Corporate Development (18-Month Contract)
Northbridge Financial
Toronto, ON
- Full-time
- Other
…have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of our customers and we go…
Added 4 hours ago
CH
Transaction Management Coordinator
CBRE HV
Toronto, ON
- Full-time
Maintain property signs inventory. Complete signage purchase orders, and marketing budget forms.
Added 4 hours ago
SS
Subrogation Examiner - Hybrid - Anywhere in Canada
SCM Services d’assurances
Toronto, ON
- Full-time
Examine moderate to intermediate complex property claims

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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