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Added 4 mins ago
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Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 4 mins ago
TS
Sales Associate
The Salvation Army Canada and Bermuda Territory
Bridgetown, NS
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 4 mins ago
TS
Thrift Store Clerk
The Salvation Army Canada and Bermuda Territory
Yarmouth Indian Reserve No. 33, NS · Yarmouth Community Church - Thrift Store
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 4 mins ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 4 mins ago
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Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 4 mins ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 19 mins ago
Store Associate
Sherwin-Williams
St. Thomas, ON
This position is essential to the success of our retail stores. Store Associates work closely with wholesale and retail customers to determine their needs, answer their questions about…
Added 19 mins ago
Spray Equipment Repair
Sherwin-Williams
Cambridge, ON
Support the sales efforts at a Sherwin-Williams paint store, servicing wholesale and retail customers.
Added 19 mins ago
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Part Time Sales Representative | TELUS & Koodo Quinte Mall
TELUS
Belleville, ON
- Part-time
As a Team Member in our stores, you can expect to:
Added 34 mins ago
CF
Member Services Rep
Crunch Fitness Canada
Hamilton, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 34 mins ago
RB
Investment and Retirement Planning Associate
Royal Bank of Canada
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 34 mins ago
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Investment and Retirement Planning Associate
RBC
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 49 mins ago
3D Modeler
Harding Display
Toronto, ON
…displays. More importantly, though, we are backed by a strong team of dedicated, diverse employees in all segments of our temporary and permanent business divisions including Sales,…
Added 49 mins ago
GF
Assistant General Manager - Peterborough Voyageur Place
GoodLife Fitness
Peterborough, ON
- Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 49 mins ago
GF
Overnight Customer Service Representative (Motivator) – Bradford Holland and Sideroad 10
GoodLife Fitness
Canada
- Part-time
…Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the Club. The Motivator is responsible for creating a welcoming,…
Added 1 hour ago
JI
Financial Analyst
J.D. Irving, Limited
Saint John, NB
- Full-time
The Retail Division is a part of the JD Irving Limited group of companies. The retail division includes a number of companies, including Kent Building Supplies, a large home improvement…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 hour ago
C
Client Engagement Associate
CIBC
Toronto, ON
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
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Mortgage Specialist
BMO
Laval, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 1 hour ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 1 hour ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 1 hour ago
OF
Part Time - Group Fitness Coach/Trainer
Orangetheory Fitness 10006
AB · Calgary, AB
- $25 to $65 CAD / hour
…inspiring Group Fitness professionals to join our local coaching…
Added 2 hours ago
JI
Department Manager - Inside LBM/Kitchens/Bath/Flooring/Paint/Household/Decor
J.D. Irving, Limited
Saint John, NB
- Full-time
Experience in retail sales and supervision is preferred
Added 2 hours ago
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Financial Planner
BMO
Surrey, BC
- Full-time
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…

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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