Financial advisor jobs in Burlington, ON and nearby

Within 25 km

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Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
C
Financial Advisor
C2inc.
Waterdown, ON
- Full-time
At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Financial Advisor to join our team who feels the same way we do! If you can answer a resounding yes to…
Added 1 day ago
DF
Experienced Financial Advisor/Planner
Desjardins Financial Security Independent Network - Southwestern Ontario
Hamilton, ON
- Full-time
LLQP licence required
Added 1 day ago
DF
Financial Advisor New Career
Desjardins Financial Security Independent Network - Southwestern Ontario
Hamilton, ON
- Full-time
As a Financial Advisor, you'll help individuals, families, and business owners achieve their financial goals while building a successful business of your own.
Added 5 days ago
Banking Advisor Trainee - Dundas & Appleby Line Branch
Scotiabank
Burlington, ON
Added 9 days ago
T
Financial Planner
TD
Hamilton, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 9 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 9 days ago
Financial Advisor - Waterdown, Dundas
Scotiabank
Hamilton, ON
Added 9 days ago
R
Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
R
Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 11 days ago
Financial Advisor - The Meadowlands, Ancaster,
Scotiabank
Hamilton, ON
Added 12 days ago
B
Financial Planner
BMO
Oakville, ON
- Full-time
…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…
Added 15 days ago
TC
Financial Advisor
The Canada Life Assurance Company
Hamilton, ON
- $59,800 to $99,700 CAD / year
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 17 days ago
Financial Advisor - Upper Gage & Fennell Avenue
Scotiabank
Hamilton, ON
Added 18 days ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Burlington, ON · Hamilton, ON · Milton, ON · Oakville, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 18 days ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 23 days ago
R
Financial Advisor Intern
RBC
Hamilton, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 29 days ago
Financial Advisor, Investment & Retirement Planning - Queenston & Nash, Hamilton, Ontario
Scotiabank
Hamilton, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 month ago
EJ
CA Financial Advisor
Edward Jones
Hamilton, ON
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 1 month ago
SL
SUN LIFE FINANCIAL ADVISOR - Ontario
Sun Life
Hamilton, ON · Oakville, ON
- Full-time
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security…
Added 1 month ago
CONTRACT - Financial Advisor, Investment & Retirement Planning - Dundas, Ontario
Scotiabank
Hamilton, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 month ago
NP
Financial Planner
Nour Private Wealth (NPW)
Oakville, ON
- Full-time
Nour Private Wealth (NPW) is seeking an experienced and client-focused Financial Planner to join our growing team. The Financial Planner will work closely with clients to understand their…
Added 1 month ago
Senior Financial Advisor- Queenston & Nash
Scotiabank
Hamilton, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions

BMO

Financial Planner

Oakville, ON, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 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: Nov 2, 2026

Original job description

Application Deadline:

11/16/2026

Address:

475 Cornwall Road

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides financial and investment planning advice to help customers achieve their goals while proactively engaging with clients to grow business. Implements relationship management plans and executes sales strategies to meet performance targets and identify new opportunities.

Requirements

Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Candidates 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
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Influence skills
Collaboration
Regulatory compliance
Investment strategies

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Products
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Financial Advice
Regulatory Compliance
Portfolio Management
Customer Experience
Banking
Investment Strategies
Needs-based Assessment
Outbound Calling
Branch Referrals
Commercial Banking
Personal Banking
Stakeholder Management

Seniority

Mid level

Perks

Retirement plan
Tuition support
Performance bonus

Languages

English

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Financial advisor jobs in Burlington, ON and nearby