Find work in Canada.

564,521 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
T
Customer Experience Associate - Dartmouth Crossing
TD
Dartmouth, NS
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
UO
Administrative Assistant, Surgery
University of Calgary
Calgary, AB
- Full-time
The Department of Surgery in the Cumming School of Medicine invites applications for an Administrative Assistant. This Full-time Fixed Term position is for approximately 1 year (based on…
Added 9 mins ago
'
Commercial Sales Training Manager
''
Toronto, ON
- Full-time
The Commercial Training Manager is part of the Foodservice commercial organization and reports to the Senior Director, Strategy & Execution – Foodservice. This role partners closely with…
Added 9 mins ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Victoria, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
MH
Bilingual Legal & Debt Resolution Specialist
Mitsubishi HC Capital Canada
Burlington, ON
- $58,290 to $108,290 CAD / year
- Full-time
Work closely with the Credit Service Department and other business units such as Sales, Asset Management, Customer Support, and Operations to ensure customer service satisfaction, and…
Added 24 mins ago
P
GTM Strategy & Revenue Operations Manager
PakFactory
Toronto, ON
- Full-time
…We're now at a genuine inflection point: transforming from a service business into a technology-powered platform. That means rebuilding our website, launching customer and vendor portals,…
Added 24 mins ago
S
Home Health Care - Specialist Rehab Product
Sobeys
St. John's, NL
- Full-time
Role model and reinforce customer service expectations daily for all staff
Added 24 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Victoria, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
RE
Territory Sales Representative- Kubota
Robert's Equipment
Meaford, ON
- Full-time
…dependable equipment solutions backed by real support - from our six full-service locations to our mobile technicians who meet customers where they…
Added 24 mins ago
RE
AZ Truck Driver
Robert's Equipment
Mount Forest, ON
- Full-time
…dependable equipment solutions backed by real support - from our six full-service locations to our mobile technicians who meet customers where they…
Added 24 mins ago
HM
Restaurant Manager (Maître d’Hôtel)
Hôtel Mont Gabriel, une propriété Tribute Portfolio
Sainte-Adèle, QC
- Full-time
Strong customer focus and ability to deliver personalized service.
Added 24 mins ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
- Full-time
Reporting to the Manager, Cloud Operations, the successful candidate will be responsible for deploying, maintaining, supporting, and optimizing a mission-critical SaaS environment hosted on…
Added 24 mins ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…support program. The PCS is responsible for ensuring program service offerings are managed and delivered effectively with the highest quality customer service. This colleague is action…
Added 24 mins ago
C
Sales Associate
Claire's
Toronto, ON · Etobicoke, ON
- $17 USD / hour
- Part-time
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 24 mins ago
TB
Accounts Payable Analyst, TBS
The Beer Store
Bolton, ON
- Full-time
We are currently searching for an Accounts Payable Analyst, reporting to the Manager, Shared Services. This vacancy is a full-time, permanent opportunity. The Accounts Payable Analyst is…
Added 24 mins ago
SW
Full-Time Sales Lead - Stuart Weitzman
Stuart Weitzman
Halton Hills, ON
- Full-time
Supports the customer experience and teamwork environment to achieve store and individual sales plan.
Added 24 mins ago
PV
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
Pearle Vision
Toronto, ON
- Full-time
The Store Manager is responsible for maximizing the store’s sales and profits and for achieving patient care objectives through personal selling and the effective management of Associates.…
Added 24 mins ago
PV
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
Pearle Vision
Toronto, ON · East York, ON
- Full-time
The Licensed Store Manager maximizes the store’s sales and profits and achieves patient care objectives through personal selling and effective management of Associates. Ensures that store…
Added 24 mins ago
LJ
#2026-ITC1 – IT Coordinator
Life's Journey Inc.
Winnipeg, MB
- Internship
JOB POSTING No. 2026-ITC1 – IT Coordinator Full Time Permanent
Added 24 mins ago
S
Senior Retail Sales Consultant - Full Time - Bayshore, ON
SWAROVSKI
Ottawa, ON
- Full-time
Deliver outstanding customer service and create emotional connections through storytelling
Added 25 mins ago
Corporate Actions - Security Master Analyst
SGGG Fund Services Inc.
Vancouver, BC · Toronto, ON
…administration software, SGGG-FSI’s over 400 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United…
Added 25 mins ago
Quality Assurance & Technical Support Specialist
Enercare
Calgary, AB
…all statutory legislation and codes of practice, and to the customer’s satisfaction. Provide expert technical and fault diagnostic assistance through the Technical Support Desk to Technical…
Added 25 mins ago
Logistics - Supervisor, Supply Chain
Mohawk Medbuy Corporation (MMC)
Kingston, ON
We are currently recruiting for a full-time Supervisor, Supply Chain to support our In-Hospital Logistics team.
Added 40 mins ago
TT
Program Manager
TTM Technologies
Toronto, ON
- Full-time
The Program Manager is the primary point of accountability for assigned customer programs from quotation through full-scale production. This role coordinates engineering, manufacturing…
Added 40 mins ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…

BMO

Financial Planner

Oakville, ON, Canada

Full-time

Apply 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 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

Report this job