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Added 13 mins ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON · Yonge St, Toronto, ON
- $19 to $21 CAD / hour
- Part-time
Canna Cabana is actively seeking Part-Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 13 mins ago
CC
Retail Store Manager
Canna Cabana
Ottawa, ON · Stittsville, ON
- $50,000 CAD / year
- Full-time
Our retail Cannabis Retail Store Manager (SM) is vital to delivering a distinctive shopping experience. The SM is primarily responsible for working collaboratively with the company…
Added 13 mins ago
S
Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
The Associate Customer Success Manager (CSM) is the practitioner level in the CSM job family. You will own consumption and adoption outcomes across a portfolio of mid-complexity customers,…
Added 28 mins ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 28 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 28 mins ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 28 mins ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 28 mins ago
Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
Strong knowledge of retail sales principles, methods, practices, and techniques.
Added 28 mins ago
Key Accounts Manager- Southwestern Ontario
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON
The Key Account Manager is responsible for increasing sales in the designated territory and establishing strong relationships with agency contacts. The incumbent must keep abreast of market…
Added 28 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
To manage resources of the Beauty department in order to maximize and achieve sales targets.
Added 28 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Victoria, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 28 mins ago
GR
Regional Business Development Manager
Goldbeck Recruiting
Surrey, BC
- $60,000 to $120,000 CAD / year
- Full-time
Own the full sales cycle: prospecting, site visits, scoping, proposals, pricing, negotiation and close
Added 28 mins ago
SS
General Manager - Steel & Construction Industry
Summit Search Group
Burlington, ON
- Full-time
This role commands the full Ontario operation, providing high‑level direction across sales, estimating, project delivery, detailing, fabrication, logistics, and installation. With multiple…
Added 43 mins ago
LC
Produce Department Manager Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 43 mins ago
LC
Deli Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Pickering, ON
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 58 mins ago
BD
Executive Assistant and Office Manager
Bri-mor Developments
Calgary, AB
- Full-time
We are looking for an experienced Executive Assistant & Office Manager to join our team. This position supports company executives, coordinates daily administrative activities and ensures…
Added 58 mins ago
H
Marketing Specialist
HockeyStickMan
Concord, ON
- Full-time
Job Posting – Full Time Marketing Specialist - Integrated Marketing (Vaughan)
Added 58 mins ago
CC
Sales Manager
Comhan Canada
Waterloo, ON
- Full-time
Role Description The Sales Manager is a full-time, hybrid role based in Fergus, ON, with flexibility for partial work from home. This position is responsible for growing sales new and…
Added 58 mins ago
Grocery Utility Clerk (Auburn Bay)
Calgary Co-op
Calgary, AB
…challenge. We offer competitive wages, extended health benefits for full-time and part-time employees, paid vacations, 5% employee discount (cashback) on all purchases, a recognition…
Added 58 mins ago
S
store manager, East York, ON
Starbucks
Toronto, ON
- $59,400 to $78,450 CAD / year
Ability to work full time (the work regularly demands in excess of 40 hours per week) including variable hours including early mornings, evenings, weekends and/ or holidays.
Added 58 mins ago
Store MANAGER - Contract
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
Reporting to the District Manager, the Store Manager is responsible for driving sales, profitability, and overall store performance. You lead from the front, setting the tone on the floor,…
Added 58 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Calgary, AB
- Full-time
…everything that has to happen around it so projects are delivered on time, clients are kept informed, and nothing falls through the cracks. It is a role for someone who likes being at the…
Added 58 mins ago
PC
Project Coordinator, Renewables
PRI Consultants
Toronto, ON
- Full-time
…everything that has to happen around it so projects are delivered on time, clients are kept informed, and nothing falls through the cracks. It is a role for someone who likes being at the…
Added 58 mins ago
P
PepsiCo Canada: Frontline Recruiter
PepsiCo
Calgary, AB
- Full-time
Reporting to the Frontline Recruitment Manager, this role provides full-cycle recruitment support for frontline hiring, with a primary focus on supporting Sales roles in Western Canada.
Added 58 mins ago
SJ
Assistant Store Manager - Peoples Jewellers - Sunridge Mall
Signet Jewelers
Calgary, AB · Canada - Sunridge Mall - Calgary, AB
- Full-time
Join our team as an Assistant Store Manager and have a positive impact on many lives. Our Assistant Store Managers assist the Store Manager in maintaining daily focus on individual and team…

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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