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Added 10 mins ago
JS
District Manager
JD Sports Canada
Montreal, QC
- Full-time
Our Retail team is looking for a District Manager - QC to join our retail team! This role will be responsible for the growth of district retail sales by demonstrating sales achievements in…
Added 10 mins ago
WI
Electrical Foreman
Western Integrated Ltd.
Burnaby, BC
- Full-time
Lead and supervise electrical crews, ensuring efficient and safe work practices.
Added 11 mins ago
DG
Sales Representative
Dilawri Group of Companies
Calgary, AB
- Full-time
…Integrity, Innovation, and Giving Back guide how we work, how we lead, and how we serve our customers and communities. Through the , we are also committed to making a meaningful impact in…
Added 11 mins 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 11 mins ago
SW
Full-Time Sales Lead - Stuart Weitzman
Stuart Weitzman
Halton Hills, ON
- Full-time
1-3 years of similar retail experience preferred.
Added 11 mins ago
S
FT Supervisor Grocery Graveyard - Thrifty Foods
Sobeys
Sidney, BC
- Full-time
The Grocery Supervisor is responsible to ensure a superior customer service experience by coaching, and developing friendly, well-trained staff. The Supervisor will supervise the department…
Added 11 mins ago
S
Replenishment - Manager Grocery
Sobeys
Fredericton, NB
- Full-time
Minimum 18 months of retail store experience, grocery/replenishment experience preferred
Added 11 mins ago
PV
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
Pearle Vision
Toronto, ON
- Full-time
3+ years of leadership experience in an equivalent retail like environment
Added 11 mins ago
PV
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
Pearle Vision
Toronto, ON · East York, ON
- Full-time
3+ years of leadership experience in an equivalent retail like environment
Added 11 mins ago
FL
Assistant Manager
Foot Locker
Hamilton, ON · Stoney Creek, Ontario
- Full-time
Leverage retail technology and digital tools to enhance the customer experience, enable associates on the sales floor, and support efficient store operations.
Added 11 mins ago
FT Supervisor Grocery Graveyard - Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Sidney, BC
The Grocery Supervisor is responsible to ensure a superior customer service experience by coaching, and developing friendly, well-trained staff. The Supervisor will supervise the department…
Added 26 mins 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 41 mins ago
R
Business Analyst
Raise
Calgary, AB
- Full-time
Digital Banking Experience: Previous experience supporting retail, business, or commercial digital banking channels and payment user journeys.
Added 41 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
Experience supporting or working across multiple sales channels, including Foodservice, QSR, Retail, and/or Key Accounts.
Added 41 mins ago
SC
Wireless Sales Supervisor
Staples Canada
Pickering, ON
- Full-time
As the Wireless Sales Supervisor, you are a champion of the customer experience in the wireless department. You help our consumers and business customers achieve their working & learning…
Added 41 mins ago
SI
Wireless Sales Supervisor
Staples Inc.
Mississauga, ON
- Full-time
As the Wireless Sales Supervisor, you are a champion of the customer experience in the wireless department. You help our consumers and business customers achieve their working & learning…
Added 41 mins ago
SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
4-6 years related experience in print and/or sales role (high touch sales).
Added 41 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Williams Lake, BC
- Full-time
3+ years of prior customer service experience in retail required, with prior supervisory and coaching experience preferred.
Added 41 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Vaughan, ON
- Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 41 mins ago
JS
Back of House Manager
JD Sports Canada
Winnipeg, MB
- Full-time
We are seeking a highly organized, detail-oriented, and performance-driven Back of House Manager to lead all stockroom and back-of-house operations in a fast-paced, lifestyle and…
Added 41 mins ago
P
Retail Customer Service Lead
PetSmart
Winnipeg, MB
- Full-time
PetSmart’s Experience Lead (Retail Customer Service Lead) provides exceptional pet parent service to Pet Parents while upholding the company’s vision, mission, values, and strategy. This…
Added 41 mins ago
CG
Food Service Supervisor
Compass Group Canada
Orillia, ON
- Full-time
The hourly wage is $19.75. Final compensation will be determined based on relevant skills, experience, qualifications, and internal equity. We are committed to offering competitive…
Added 41 mins 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 41 mins ago
W
(CAN) Overnight Assistant Manager
Walmart
New Glasgow, NS
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 41 mins ago
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
3+ years of leadership experience in an equivalent retail like environment

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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