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Added 11 mins ago
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Senior Audit Manager - Capital Markets
BMO
Toronto, ON · FCP
- Full-time
Develops an annual audit plan which is well aligned to client strategies and tactics and encompasses appropriate areas of focus based upon the business and operating risks of the unit.
Added 11 mins ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit (Financial Services)
KPMG
ON · Toronto, Ontario
- Full-time
Lead the development and delivery of client engagements, end-to-end including planning, fieldwork and reporting, as well as reviewing the quality of the fieldwork and deliverables prepared…
Added 11 mins ago
B
UX/UI Designer, Winter 2027 (Co-op/Internship)- 4 months
BMO
Toronto, ON · BMOPLACE
- Full-time
Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting…
Added 11 mins ago
H
Clinical Services Supervisor – Integrated Services
HealthCaringKW
Kitchener, ON
- Full-time
The Clinical Services Supervisor for Integrated Services will be responsible for effective coordination of services, client complaints, scheduling and staffing level. This role provides…
Added 11 mins ago
M
Senior Manager, U.S. Corporate Tax
MNP
Edmonton, AB · AB · Winnipeg, MB · Calgary, AB
- Full-time
Network in the local business community, consider business development opportunities and contribute to the preparation and delivery of competitive proposals to meet client needs
Added 11 mins ago
B
Procurement Specialist
BGIS
Halifax, NS
- Full-time
Develops and recommends strategic plans for Manager review
Added 26 mins ago
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Chief Pilot
Confidential
Victoria, BC
- $185,000 to $225,000 CAD / year
- Full-time
Reporting to the General Manager-Corporate Flight Operations, the Chief Pilot is responsible for direct supervision of their PSAI flight crew and developing standard operating procedures in…
Added 26 mins ago
CS
Program Manager
Canadian Society of Physician Leaders
Ottawa, ON
- Full-time
…education and networking, expose them to quality leadership development programs, recognize physicians in the healthcare system, and provide member-valued tools and…
Added 26 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 26 mins ago
G
Mechanical Engineer (Project Manager II)
Go2STAFFING
Vaughan, ON
- Full-time
Our client, an established and growing multidisciplinary engineering consulting firm in the Greater Toronto Area, is seeking a Mechanical Engineer (Project Manager II) to join its team in…
Added 26 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
Develop and promote best practices within Operations – large commercial Banking (OCB), particularly through training, co-development and improvement of procedures
Added 26 mins ago
Senior Technical Manager, Project Management
WSP
Calgary, AB
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 26 mins ago
Portfolio Administrator, Scotia Jarislowsky Fraser - Montreal, QC
Scotiabank
Montreal, QC
The Portfolio Administrator works closely with the Relationship Manager(s) in the management of their overall book(s) of business, with a passion for providing client service excellence…
Added 26 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Calgary, AB
- Full-time
Track scope changes, prepare change orders for the Account Manager's approval, and work with project accounting on invoicing and collections status.
Added 26 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Toronto, ON
- Full-time
Track scope changes, prepare change orders for the Account Manager's approval, and work with project accounting on invoicing and collections status.
Added 26 mins ago
Office Clerk
Ricoh
Toronto, ON
�· Collects data for the completion of the monthly management report as directed by the Site Manager/Supervisor;
Added 26 mins ago
Environmental Geologist (Geologist 3)
The Government of Nova Scotia
Halifax, NS
Reporting to the Manager of Coastal and Environmental Geoscience, Nova Scotia Geological Survey, the Environmental Geologist works as a risk and decision support geoscientist. The…
Added 26 mins ago
R
Manager, Business Management & Optimization
RBC
Toronto, ON
- Full-time
Lead transformation, AI and automation initiatives from problem definition and business case development through delivery, implementation and adoption.
Added 41 mins ago
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Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 41 mins ago
MF
Metis Early Childcare and Prevention Senior Manager (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
As the Metis Early Childcare and Prevention Senior Manager, you will support Métis, Indigenous and Inuit children’s early development and life outcomes by providing managerial oversight and…
Added 41 mins ago
MF
Early Years Culture Worker (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
Reporting to the Métis Early Childcare and Prevention Senior Manager, the Early Years Cultural Worker will provide guidance, knowledge and support to staff and the participants of the…
Added 41 mins ago
CC
Assistant Manager, Banquets & Catering
Compass Canada
Winnipeg, MB
- Full-time
The Assistant Manager, Banquets & Catering will be responsible for managing the operations and maintaining profitable banquets while achieving revenue targets and meeting budgeted margins.…
Added 41 mins ago
Social Media Specialist
SALT XC
Toronto, ON
…autonomously with ease. The role is split roughly 80/20 between client and agency work - primarily dedicated to a tier-1 CPG client with iconic brands, with opportunities to work on other…
Added 41 mins ago
UH
Senior Financial Business Manager
University Health Network
Toronto, ON
- Full-time
At Altum Health, we believe in providing “The Right Care. Always.” by offering client-centered services that address the physical, psychosocial, and behavioral issues related to injury or…
Added 56 mins ago
A
Technical Project Director
Arculen
ON · Ontario, Canada
- Full-time
Our client, an established nuclear services and engineering business, is seeking a Technical Project Director to lead and deliver technical work.

BMO

Financial Planner

Oakville, ON, Canada

Full-time

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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.

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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

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