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Added 34 mins ago
T
Personal Banker Trainee
TD
Sudbury, ON
- Full-time
Post-Secondary or Undergraduate degree in related field is an asset
Added 34 mins ago
B
Mortgage Specialist
BMO
Victoria, BC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 48 mins ago
FS
After-hours Addictions Response Youth Worker
Family Services of Greater Vancouver
Vancouver, BC
- $25 to $28 CAD / hour
- Full-time
…position is part-time and reports to the Directions Afterhours…
Added 1 hour ago
F
Technical and Regulatory Specialist
FluksAqua
Ottawa, ON
- Full-time
Broker Client Pricing: Act in a TSR capacity for specific brokers who are requesting pricing for disposal into the Veolia network. Activities would include pricing, service requests and…
Added 1 hour ago
LS
NetSuite Consultant
LIDD Supply Chain Consultants
Toronto, ON
- Full-time
Bachelor's Degree in Business, Finance, Computer Science, Information Systems, Engineering, Math or related field;
Added 1 hour ago
DG
Electrical & Instrumentation Estimator
DCM Group Inc.
Sherwood Park, AB
- Full-time
…within budget, we are committed to excellence, innovation, and client…
Added 1 hour ago
B
Electrical Drafter
BPA
AB · Greater Edmonton Metropolitan Area
- Full-time
Occasional contact with clients, vendor representatives, and project field personnel.
Added 1 hour ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 1 hour ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 1 hour ago
K
Project Engineer/Analyst
Kinectrics
Tiverton, ON
- Full-time
Reports to: Section Manager, Bruce Site Engineering Projects
Added 1 hour ago
AS
Dementia Resource Consultant - Middlesex - UH
Alzheimer Society Southwest Partners
London, ON
- Full-time
Under the direction of the Manager of Community Clinical Services, this position serves as the point of contact for hospital Emergency Department (ED), Home and Community Care Support…
Added 1 hour ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
The Field Support Representative is responsible for supporting the daily operations of one or more Managed Services locations including any or all of the following: copy, print and scanning…
Added 1 hour ago
PC
SR&ED and Incentives, Senior Manager
PwC Canada
Toronto, ON
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…
Added 2 hours ago
SI
Manager, Underwriting Member & Co-operative Business
Sovereign Insurance
Toronto, ON
- Full-time
The Manager, Underwriting Member & Co-operative Business leads the underwriting function for a specialized portfolio, ensuring profitable growth, sound risk management, and exceptional…
Added 2 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 2 hours ago
PE
Project Coordinator, Renewables
PRI Engineering
Toronto, ON
- Full-time
…volume and fast moving: many projects at once, tight schedules, field crews on the road, and clients who expect quick…
Added 2 hours ago
LB
Senior Administration , Client Bank
Laurentian Bank
Toronto, ON
- Full-time
Ensures that set standards for processing, client services, documentation and execution of routine transactions are met at all times.
Added 2 hours ago
PE
Project Coordinator, Renewables
PRI Engineering
Calgary, AB
- Full-time
…volume and fast moving: many projects at once, tight schedules, field crews on the road, and clients who expect quick…
Added 2 hours ago
C
Construction Manager – High-Rise Residential Construction [Umbrella Design + Construction Consulting]
CareerBeacon
Halifax, NS
- $160,000 to $190,000 CAD / year
- Full-time
Umbrella Design is partnering with a client developing a 30-storey residential tower in Halifax, Nova Scotia, and is seeking a highly experienced Construction Manager to lead this landmark…
Added 2 hours ago
FH
Trauma Clinical Counsellor, Indigenous Health
Fraser Health
Chilliwack, BC
- Full-time
The Counsellor uses an Indigenous lens to provide client and family-centered care, using a trauma-informed approach and evidence-informed practice, to Indigenous individuals and families…
Added 2 hours ago
A
Advisor, Internal Communications - Temporary contract
Altasciences
Laval, QC
- Full-time
On a day-to-day basis, the Advisor, Internal Communications will be responsible for supporting internal client groups with their communications needs by creating engaging and effective…
Added 2 hours ago
MN
Indigenous Client Relations Liaison
Mi'kmaw Native Friendship Centre
Halifax, NS
- Part-time
Work in collaboration with the Diamond Bailey Manager and Coordinators to ensure that every client is receiving an abundance of support in balancing their medicine wheels and having all of…
Added 2 hours ago
HN
Electrical Project Manager
Harbinger Network Inc.
Mississauga, ON
- $130,000 to $140,000 CAD / year
- Full-time
The Project Manager is accountable for working closely with office and field staff, other managers, and key stakeholders to ensure that the jobs within the role’s direct control deliver…
Added 2 hours ago
MG
Wireline Operator (Class 3Q Drivers for Oilfield)
MISTRAS Group
AB · Calgary, AB
- Full-time
…grounded, safety-focused professional who thrives in high-pressure field environments. You excel at executing precision downhole operations, performing rigorous integrity assessments, and…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Post-Secondary or Undergraduate degree (in related field) preferred

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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