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Added 10 mins ago
IF
Associate, Sales and Customer Service
Intact FC
Montreal, QC · Sherbrooke, QC
- Full-time
Il s'agit d'un nouveau rôle au sein de notre équipe en pleine croissance | This role is a new member of our growing team.
Added 10 mins ago
R
Credit Coordinator
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
…role of Credit Coordinator, you will be a valuable and key member of our Roofmart…
Added 10 mins ago
SS
Personal Support Worker
Sienna Senior Living
Port Hope, ON
- Part-time
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Added 10 mins ago
SS
Unregulated Care Provider
Sienna Senior Living
Simcoe Lodge, ON · Simcoe, ON
- Part-time
You will be a welcomed team member, working in a fast-paced environment where you will make a meaningful difference in residents’ lives. As an Unregulated Care Provider, you will provide…
Added 10 mins ago
W
Directeur - Ventes / Manager - Sales
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- Full-time
…with a total sales revenue of up to $50 million and manage a team of direct…
Added 10 mins ago
MR
Project Coordinator (Civil Construction)
Maple Reinders
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- $70,000 to $90,000 CAD / year
- Full-time
…company, we are looking for great people like you join our…
Added 10 mins ago
RI
Plant Care Specialist
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Calgary, AB
- $37,000 to $45,000 CAD / year
- Full-time
…creator of ambience for businesses. Ambius is proud to be a member of the Rentokil family of companies in North America, the global leader in pest control. The company has experienced…
Added 10 mins ago
Program Administrator (Education)
Wilfrid Laurier University
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Added 10 mins ago
E
Dietary Aide - Casual - Medex
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recognize achievement. As a valued member of our team, you can expect:
Added 10 mins ago
Registered Nurse, EMHAS
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Added 10 mins ago
Medical Laboratory Assistant, CSTMST
Nova Scotia Health and IWK Health
Halifax, NS
Demonstrated tact, the ability to work with others and the ability to work as a member of a team.
Added 10 mins ago
SB
Flight Coordination Specialist
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Calgary, AB · Mississauga, ON
- Full-time
…reputation as industry leaders in aviation services. Skyservice is a team that is committed to supporting and developing our people. If you wish to advance your career and be part of team…
Added 10 mins ago
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Shift Manager
Ricoh
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- Full-time
Augment your education with team member tuition assistance programs.
Added 10 mins ago
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Senior Receptionist & Switchboard
Ricoh
Toronto, ON
- Full-time
Augment your education with team member tuition assistance programs.
Added 10 mins ago
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Senior Field Representative, Technology Service
Ricoh
Victoria, BC
- Full-time
Augment your education with team member tuition assistance programs.
Added 10 mins ago
Senior QA Engineer
Konrad
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…test-data generation, debugging, and failure analysis. As a senior member of the QA team, you are comfortable driving quality across the entire software development lifecycle, championing…
Added 10 mins ago
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Power Engineer
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- Full-time
As a member of the Operations Team, you will be responsible for all aspects of the safe and cost-efficient operation of the high-pressure boiler turbine units, and all associated auxiliary…
Added 10 mins ago
L
Branch Manager - Office 1699
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- 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 11 mins ago
JA
Project Management Intern (Winter 2027, 8months)
JR Automation
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- $23 to $30 CAD / hour
- Full-time
As a Project Management Office (PMO) Intern and a valued member of our team, you will gain hands-on experience in PMO operations and play a crucial role in supporting the successful…
Added 11 mins ago
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Registered Practical Nurse - Emergency Department
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Demonstrated ability to work as a member of a multidisciplinary team
Added 11 mins ago
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Registered Practical Nurse - Cardiology/Telemetry
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Collaborative Team Culture – Work alongside skilled professionals in a supportive, interdisciplinary setting.
Added 11 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrated ability to work as a member of a multidisciplinary team
Added 11 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrated ability to work as a member of a multidisciplinary team
Added 11 mins ago
BC
RPN Inpatient Rehabilitation
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Brantford, ON
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Collaborative Team Culture – Work alongside skilled professionals in a supportive, interdisciplinary setting.
Added 11 mins ago
BC
Registered Practical Nurse - Emergency Department
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Brantford, ON
- Full-time
Demonstrated ability to work as a member of a multidisciplinary team

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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