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Added 12 mins ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
…to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our…
Added 12 mins ago
TS
Health Care Aide
The Salvation Army in Canada
AB · Edmonton, AB
- Full-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…
Added 13 mins ago
Receptionist
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Other duties assigned by the Office Manager as required.
Added 13 mins ago
OL
Health Care Aide - Part Time 0.5 Day
Optima Living
Calgary, AB
- Part-time
Guided by our North Star, Let us welcome you home™, we are committed to People, Place, and Community. With a resident-first philosophy and a focus on innovation, we are redefining aging…
Added 13 mins ago
Replenishment - Manager Grocery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fredericton, NB
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 13 mins ago
Manager of Revenue
the Town of the Blue Mountains
Thornbury, ON
…Wendat-Wyandot-Wyandotte peoples, the Town of The Blue Mountains is a four-season community with stunning natural features, including the Niagara Escarpment, Beaver Valley and the Georgian…
Added 13 mins ago
PT - Residence Support Worker (Vancouver Apartments)
Connective
Vancouver, BC
Provides input to the Residence Manager and/or other staff with regard to the development of appropriate care plans to achieve the resident’s objectives
Added 13 mins ago
FT Residence Worker (Bridge St)
Connective
Victoria, BC
Works directly with additional staff (i.e., Social Workers and Outreach Workers), community service and support providers, government and non-government organizations, and Indigenous…
Added 13 mins ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Present CFIB solutions that deliver value, savings, and support while proactively generating leads through cold calling, referrals, walk-ins, and community networking
Added 13 mins ago
Plumber
Northland Properties
North Vancouver, BC
This position reports directly to the Manager, Facilities Maintenance with no direct supervisory responsibilities.
Added 13 mins ago
UO
Astronomical Lead Software Developer
University of Alberta
Edmonton, AB
- Full-time
Primary tasks will include coordinating and overseeing software development activities at the University of Alberta, coordinating contributions with five other Canadian universities and…
Added 13 mins ago
TS
Health Care Aide
The Salvation Army Canada and Bermuda Territory
Edmonton, AB
- Full-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…
Added 13 mins ago
TS
Community Engagement Coordinator
The Salvation Army Canada and Bermuda Territory
Salmon Arm, BC · New Hope Community Church - Salmon Arm
- Full-time
Community Engagement within the Denominational Services job family group is focused on building and cultivating relationships and increasing the engagement of residents, community partners,…
Added 13 mins ago
TS
Community Engagement Coordinator
The Salvation Army in Canada
Salmon Arm, BC
- Full-time
Community Engagement within the Denominational Services job family group is focused on building and cultivating relationships and increasing the engagement of residents, community partners,…
Added 13 mins ago
KL
Customer Experience Representative
Kawartha Lakes
Kawartha Lakes, ON
- Full-time
When you come to work for the City of Kawartha Lakes, you are joining a community of municipal workers who take pride in knowing that every day you are having a positive impact in the…
Added 13 mins ago
TS
Registered Nurse-Agape Hospice
The Salvation Army in Canada
Calgary, AB
- Part-time
…service that reflect its spiritual and social commitment to the…
Added 13 mins ago
ST
Weekend Manager, CREST Live-In Treatment
Strides Toronto
Toronto, ON · Scarborough, ON
- $84,258 to $98,120 CAD / year
- Full-time
The Manager, CREST LIT supports the appropriate pathway of care for potential residents and clients to ensure they receive timely and effective services and/or referrals. The CREST manager…
Added 28 mins ago
CU
Executive Assistant to the Chief Corporate Officer
Credit Union Central of Manitoba
Winnipeg, MB
- $62,845.82 to $69,688.2 CAD / year
- Full-time
The Chief Corporate Officer is the role's primary executive client and direct manager. The Executive Assistant has a dotted-line relationship to the Senior Executive Assistant & Governance…
Added 28 mins ago
A
Resident Care Attendant - AgeCare Mount Ida Mews
AgeCare
Salmon Arm, BC · AgeCare Mount Ida Mews
- Full-time
The Resident Care Attendant reporting to the Director of Care and/or Resident Care Manager ensures and supports the collaboration and evaluation of the resident care services in accordance…
Added 28 mins ago
TB
Manager, Strategy
Toronto Blue Jays
Toronto, ON
- Full-time
The Toronto Blue Jays are looking for a Manager, Strategy to join our Strategy & Analytics department.
Added 28 mins ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 28 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Strathroy, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 28 mins ago
M
Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- 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 28 mins ago
M
Manager, Tax
MNP
Stratford, PE · Summerside, PE
- 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 28 mins ago
SS
Resident Engagement Manager
Sienna Senior Living
Belleville, ON
- Full-time
…in bringing our core values of positivity, accountability, community, and caring to life. In this capacity, the Resident Engagement Manager plays a crucial role. Through leadership…

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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