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Added 9 mins ago
IW
Senior Manager Real Estate Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…Management team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using…
Added 9 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
- Contract
The Role: As a member of our HNW Marketing team at IGM, you will be joining a highly collaborative group with experience and passion for delivering innovative solutions for our clients,…
Added 9 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
ON · Ontario, Canada
- Contract
The Role: As a member of our HNW Marketing team at IGM, you will be joining a highly collaborative group with experience and passion for delivering innovative solutions for our clients,…
Added 9 mins ago
N
Manager, Security GRC
nesto
Canada
- Full-time
Powered by the Nesto Group ecosystem, we transform decades of mortgage expertise into cutting-edge technology that reduces mortgage operation costs, accelerates lending, strengthens…
Added 9 mins ago
PC
Manager, Processing - London, ON
Premier Canada Assurance
London, ON
- Full-time
We are looking for a Manager, Processing, to lead the day-to-day work of our Processing Team. You’ll make sure new business, renewals, endorsements, cancellations, policy issuance,…
Added 9 mins ago
M
Analyst, Claims Administration
Morguard
Mississauga, ON
- Full-time
The Analyst, Claims Administration is accountable to the Manager, Claims Administration for timely and accurate administration, analysis and reporting of insurance claims to ensure that…
Added 9 mins ago
WI
Insurance Advisor, Online Auto Services
Westland Insurance Group Ltd.
Surrey, BC
- Full-time
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Online Auto Services for our Online Auto team based out of our Head Office in Surrey, BC. We are…
Added 9 mins ago
T
Senior Project Manager
TEKsystems
Ottawa, ON
- $95 to $120 CAD / hour
- Contract
The Municipal Government Client of TEKsystems is seeking a Senior Project Manager to lead the implementation and expansion of customer-facing transit technology solutions involving…
Added 10 mins ago
M
Manager, External Financial Advisory
MNP
AB · Calgary, AB
- Full-time
Make an impact with our External Financial Advisory team as a Manager. This diverse team of professionals directly contributes to the success of the firm by supporting external clients. As…
Added 25 mins ago
FL
Experienced Associate, Audit
Fuller Landau LLP
Toronto, ON
- Full-time
Identify accounting issues and collaborate with Senior Associate or Manager to develop work plans
Added 39 mins ago
A
Tax Manager
Armco
Halifax, NS
- Full-time
The Tax Manager is responsible for the proactive management of the tax function across the Armoyan group of companies; and collaborates with VP Taxation in relation to management and…
Added 39 mins ago
T
Senior Wealth Operations Officer Prefered Candidate
TD
Toronto, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive…
Added 39 mins ago
G
Regional Facility Manager - Remote, Vancouver
Guckenheimer
Mississauga, ON
- $120,000 to $125,000 CAD / year
- Full-time
The Regional Operations Manager provides leadership to key accounts that are Integrated Facility Services operations in North America.
Added 39 mins ago
Accounts Receivable Manager
Northland Properties
Vancouver, BC
…for over 50 years. As Canada’s fastest-growing hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 1 hour ago
UO
Senior Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
Financial Reporting under the VP Finance and Services is currently seeking a Full-time Regular Senior Analyst, Financial Reporting.
Added 1 hour ago
AI
Procurement Support Coordinator
American Iron & Metal (AIM)
Montreal, QC
- Full-time
The Procurement Support Coordinator, reporting to Manager, Procurement Support Operations, is responsible for providing administrative and operational support to the procurement function.…
Added 1 hour ago
EI
Product Specialist (QC) - 12 month contract
Echelon Insurance
Quebec, QC
- Contract
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
Added 1 hour ago
E
Senior Financial Analyst
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst will be responsible for supporting accounting activities, month end close, reconciliation and variance analysis with an aim to…
Added 1 hour ago
AB
Packaging Procurement Coordinator
Ace Beverage Group
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
Ace Beverage Group is the beverage alcohol company of the future. We are focused on millennial and Gen Z consumers, better-for-you products, innovation and connecting with our local…
Added 1 hour ago
DC
Manager - Public Company Audit
DMCL Chartered Professional Accountants
Vancouver, BC
- Full-time
This role is intended for an experienced public company audit Manager who is looking for clear compensation practices, meaningful autonomy, and the authority to lead engagements effectively.
Added 1 hour ago
MH
Bilingual Legal & Debt Resolution Specialist
Mitsubishi HC Capital Canada
Burlington, ON
- $58,290 to $108,290 CAD / year
- Full-time
As part of Mitsubishi HC Capital America, one of North America's largest non-bank commercial finance companies, we're committed to helping businesses move forward through innovative…
Added 1 hour ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
…Data & Analytics, Risk, and Business stakeholders, the Senior Manager will leverage advanced analytics, machine learning, and behavioral insights to strengthen fraud detection, improve loss…
Added 1 hour ago
ZC
Statistical Reporting Specialist
Zurich Canada
Toronto, ON
- Full-time
…looking for a Statistical Reporting Specialist to join our Finance…

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.

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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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