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Added 1 min ago
SQ
Manager, Supplier Strategy & Integration
Sunlife Québec
Montreal, QC
- Full-time
…market research, competitive analysis and reporting progress on strategic supplier…
Added 31 mins 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 31 mins 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 31 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
- Contract
Reporting to the Director, HNW Brand Experience, the Manager, HNW Brand Experience will focus on three key initiatives; executing the marketing plans for our High-Net-worth client…
Added 31 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
ON · Ontario, Canada
- Contract
Reporting to the Director, HNW Brand Experience, the Manager, HNW Brand Experience will focus on three key initiatives; executing the marketing plans for our High-Net-worth client…
Added 31 mins ago
N
Manager, Security GRC
nesto
Canada
- Full-time
The Security GRC Manager owns nesto's governance, risk, and compliance program end-to-end. We've built strong foundations and automated much of our compliance workflow; your role is to…
Added 31 mins 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 31 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 31 mins ago
RP
Senior Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our client is seeking a Senior Manager to provide leadership, advisory expertise, and strategic guidance to a diverse portfolio of business clients. This role is responsible for overseeing…
Added 31 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 31 mins ago
M
Lead Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Front-end and digital experience: Next.js and Adobe Experience Manager.
Added 31 mins ago
Assistant Manager, Structured Finance - Settlements & Clearing (GWO)
Scotiabank
Toronto, ON
Contributes to the overall success of the Structured Finance team within Settlements & Clearing, GWO in Canada, ensuring specific individual goals, plans, initiatives are executed /…
Added 47 mins 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 1 hour 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 1 hour ago
M
Lead Full Stack Engineer
Manulife
Waterloo, ON
- Full-time
Front-end and digital experience: Next.js and Adobe Experience Manager.
Added 1 hour 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 1 hour ago
Accounts Receivable Manager
Northland Properties
Vancouver, BC
The ideal candidate is a hands-on finance leader with strong technical accounting knowledge, proven people management experience, and a passion for operational excellence. They will be…
Added 1 hour ago
Assistant Manager, Asset Servicing - Corporate Actions (12-Month Contract GWO)
Scotiabank
Toronto, ON
…strategies, objectives, and operational priorities. The Assistant Manager is responsible for the accurate and timely processing of corporate action events within one or more assigned…
Added 1 hour ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
Opportunity to build strong strategic relationships across broad partner and stakeholder groups within GBM globally and across the bank
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
IG
SAP Program Manager
Insight Global
Vancouver, BC
- $150,000 to $250,000 CAD / year
- Full-time
As the SAP Program Manager, you will lead a multi-phased, enterprise-wide SAP modernization program spanning supply chain, finance, merchandising, and product management functions. You will…
Added 1 hour ago
JS
Financial Analyst
JD Sports Canada
Vancouver, BC
- Full-time
The Financial Analyst is a strategic role responsible for planning and managing JD Canada’s financial performance. You will use your experience to build upon the foundation of the Financial…
Added 1 hour ago
C
Associate, Credit Execution
CIBC
Toronto, ON
- Full-time
…applications, conducting lender due diligence, and assisting with strategic lending initiatives and business projects. Your contributions will drive the growth and transformation of our…
Added 1 hour ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
As a Vendor Business Manager (VBM) supporting HP Inc. (HPI) Personal Systems & Services, you will play a key role in driving business growth, profitability and strategic vendor…
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.

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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