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Added 6 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
As a Famous Footwear Sales Lead, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store culture…
Added 6 mins ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 6 mins ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 36 mins ago
KC
Associate Director, Funding
KV Capital
AB · Edmonton, AB
- Full-time
Oversee team members responsible for instructing external solicitors, reviewing solicitor reports, and coordinating funding with borrowers, brokers, legal counsel, consultants, and…
Added 36 mins ago
B
Operational Readiness Manager
BGIS
Markham, ON
- Full-time
The Operational Readiness Manager manages a team of resources to deliver relocation, furniture installation and furniture decommissioning services for our client. They support the planning…
Added 36 mins ago
KC
Senior Analyst, Funding
KV Capital
AB · Edmonton, AB
- Full-time
This role plays a key part in ensuring accurate structuring of loan advances and involves credit analysis, evaluation of financing proposals, and preparation of investor funding packages.…
Added 53 mins ago
Retail Manager - Lively
Brewers Retail Inc
Sudbury, ON · Lively, Onta
We are currently searching for a Retail Store Manager, reporting to the District Manager. This vacancy is a full-time, permanent opportunity. The Store Manager plays a critical part in…
Added 1 hour ago
CB
Baker
COBS Bread
Grimsby, ON
- Full-time
When you work with COBS Bread, you're part of a workplace that is committed to providing you with an experience that will help you rise to any occasion. We're here to encourage you to grow,…
Added 1 hour ago
KB
Executive Assistant
Kent Building Supplies
Saint John, NB
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 1 hour ago
B&
Retail Brand Experience Supervisor-SQUARE ONE SHOPPING CENTRE
Bath & Body Works
Mississauga, ON
- $22.95 USD / hour
- Full-time
…Our store leaders are the front line of our field leadership team: they're retail and consumer-savvy, dedicated brand ambassadors, and thrive on the connections we make with our…
Added 1 hour ago
CB
Baker
COBS Bread
Grimsby, ON
- Full-time
When you work with COBS Bread, you’re part of a workplace that is committed to providing you with an experience that will help you rise to any occasion. We’re here to encourage you to grow,…
Added 1 hour ago
'
Commercial Sales Training Manager
''
Toronto, ON
- Full-time
…sales organization across Foodservice, QSR, Key Accounts, and Retail channels. Reporting to the Senior Director, Strategy & Execution – Foodservice, this individual contributor role sits at…
Added 1 hour ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 1 hour ago
WI
Electrical Foreman
Western Integrated Ltd.
Burnaby, BC
- Full-time
Ability to work independently and as part of a team
Added 1 hour ago
L
Guest Experience Lead | Permeant | Market Mall
lululemon
Calgary, AB
- Full-time
The Guest Experience Lead is responsible for ensuring all guests (i.e., customers) receive a quality in-store experience. They do this by overseeing or providing technical product education…
Added 1 hour ago
SW
Full-Time Sales Lead - Stuart Weitzman
Stuart Weitzman
Halton Hills, ON
- Full-time
Stuart Weitzman is part of Caleres Inc., a market-leading portfolio of global footwear brands that includes Famous Footwear, Allen Edmonds, Sam Edelman, Suart Weitzman, Naturalizer, Vionic,…
Added 1 hour ago
PV
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
Pearle Vision
Toronto, ON
- Full-time
…people focused looking for exciting opportunities in eye care or…
Added 1 hour ago
PV
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
Pearle Vision
Toronto, ON · East York, ON
- Full-time
…people focused looking for exciting opportunities in eye care or…
Added 1 hour ago
FL
Assistant Manager
Foot Locker
Hamilton, ON · Stoney Creek, Ontario
- Full-time
As part of the DICK’S Sporting Goods family, you’re backed by the resources, reach, and career opportunities of a world-class sports company. That unleashes Foot Locker to keep pushing…
Added 1 hour ago
C
1149 Fifth Avenue - Theatre Operations Part Time Assistant Manager
Cineplex
Vancouver, BC · Fifth Avenue Cinemas
- Part-time
Cineplex’s Part-Time Assistant Managers are an integral part of the team who provide an exceptional experience to each and every guest. Our PT Assistant Managers are passionate about movies…
Added 2 hours ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
…sales organization across Foodservice, QSR, Key Accounts, and Retail channels. Reporting to the Senior Director, Strategy & Execution – Foodservice, this individual contributor role sits at…
Added 2 hours ago
TH
Lead Sales Associate - Full-Time
Tommy Hilfiger
Niagara-on-the-Lake, ON
- Full-time
SUMMARY: The Lead Associate's primary function is to sell and promote Tommy Hilfiger merchandise through execution of the TH Customer Service Standards. The Lead Associate has cash…
Added 2 hours ago
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
…people focused looking for exciting opportunities in eye care or…
Added 2 hours ago
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
EssilorLuxottica Group
ON · Toronto, ON
…people focused looking for exciting opportunities in eye care or…
Added 2 hours ago
LC
Grocery Assistant Department Manager Full Time Day
Loblaw Companies Limited
Antigonish, NS
- Full-time
Lead, mentor and empower team members to improve efficiency, engagement, and retention

BMO

Financial Planner

Oakville, ON, Canada

Full-time

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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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