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Added 5 mins ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an…
Added 5 mins ago
Key Accounts Manager- Southwestern Ontario
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON
Collaborate with internal sales, marketing, and product teams to align initiatives with account needs.
Added 5 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) /Specialist, Designated Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
- Full-time
Drive brand sales by identifying key marketing opportunities, event execution, assortment recommendations, etc.; communicate suggestions to store management on a routine basis
Added 5 mins ago
ASSISTANT.E GÉRANT.E JUNIOR
Boutique La Vie En Rose
Saint-Constant, QC
Performance bonuses (in-store sales or management position);
Added 5 mins ago
Crude Oil Logistics Coordinator
Canadian Natural
Calgary, AB
Keep Egistix and scheduling records current, and work with Marketing Accounting to reconcile volumes and inventories at month end
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Calgary, AB
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Kelowna, BC
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Kelowna, BC
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
WA
Bilingual Sales & Reception Coordinator
WSA Americas
Ottawa, ON
- Full-time
This is a permanent, full-time position based onsite at our Orleans HearCANADA Clinic located at 1605 Orleans Boulevard Unit 3B, Orleans, Ontario. Typical hours of work are Monday through…
Added 5 mins ago
NG
Environment, Health & Safety Manager
NFI Group Inc.
Winnipeg, MB
- Full-time
Vacancy Status: We are currently recruiting to fill this open position.
Added 5 mins ago
ML
Business Development Manager
MTE Logistix
AB · Edmonton, AB
- Full-time
Completion of a post-secondary program in a relevant field, such as Business Administration, Communications, Economics, Marketing, or Logistics. Additional education or certification in…
Added 5 mins ago
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Senior Manager, Forward deployed Decision Scientist
Hays
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Develop advanced analytics solutions for marketing mix optimisation, next-best-action, patient identification, adherence and retention, segmentation and competitive intelligence.
Added 5 mins ago
PS
Director of Sales And Business Development
People Store Staffing
Vaughan, ON
- Full-time
You will also oversee pricing, forecasting, and marketing initiatives, working closely with operations, engineering, and customer service to achieve revenue and profitability objectives.
Added 19 mins ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit (Financial Services)
KPMG
ON · Toronto, Ontario
- Full-time
Assist with business development efforts including proposals, marketing material, and internal and external presentations in the FS sector
Added 19 mins ago
PC
Financial Analyst, FP&A
Powerex Corp.
Vancouver, BC
- Full-time
Powerex Corp. is the wholly owned energy marketing subsidiary of BC Hydro, responsible for marketing clean electricity across North America. We are seeking a Financial Analyst, FP&A to join…
Added 19 mins ago
SS
National Property Specialist - Full Time (GTA, Ontario)
SCM Services d’assurances
Markham, ON
- Full-time
Reporting to the National Director, ParioQuantify™, this position will offer “best in class” Pario services and products to new and existing customers. As National Property Specialist, You…
Added 19 mins ago
M&
Senior Real Estate Financial Analyst
Marcus & Millichap
Vancouver, BC
- Full-time
The Marcus & Millichap Vancouver Office is seeking a Senior Real Estate Financial Analyst. This position plays a critical role in assignments ranging from single-asset dispositions to large…
Added 19 mins ago
AG
Bilingual CX Specialist
Amynta Group
Thornhill, ON · Toronto, ON
- Full-time
Work with Marketing and the Distribution Centre to prepare and ship sales supplies and promotional materials.
Added 19 mins ago
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Administrative Assistant
Walker
Woodbridge, ON
- Full-time
…and demonstrate sound judgement in resolving problems. The position has regular access to sensitive business, financial, customer, vendor and employee information and must handle it with…
Added 19 mins ago
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Business Development Manager - Temperature Control
Aggreko
Calgary, AB · Toronto, ON
- Full-time
Develop and execute annual sales and marketing plans aligned with overall business objectives and growth strategies.
Added 19 mins ago
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Commercial Insurance Advisor
BrokerLink
Calgary, AB
- Full-time
This position is available in Calgary, AB and you will be working from our Aviation Road office.
Added 34 mins ago
NC
Customer Service Representative - Deer Lake Airport
National Car Rental
Deer Lake, NL
- Full-time
This is a full time position that pays $18.50 / hour
Added 34 mins ago
O
Marketing Associate
O-HIVE.AI
Windsor, ON
- Full-time
We are expanding our global presence and seeking a creative, motivated, and results-driven Marketing Associate to support our marketing initiatives, brand development, and business growth.

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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