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Added 18 mins ago
DL
Project Manager
DiBRACON Ltd.
Toronto, ON
- Full-time
Founded in 2006, DiBRACON Ltd. specializes in industrial, commercial, retail, and institutional construction throughout Ontario. We are committed to delivering high-quality projects through…
Added 18 mins ago
SL
Department Sales Manager, Softgoods
Sporting Life
Laval, QC
- Full-time
Join us as a Softgoods Department Sales Manager, where you’ll lead our team in delivering exceptional service and helping customers find the perfect clothing and accessories for their…
Added 18 mins ago
LC
Produce Assistant Department Manager Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
…connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact…
Added 33 mins ago
SC
store manager, East York, ON
Starbucks Coffee Company
Toronto, ON
- $59,400 to $78,450 CAD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 33 mins ago
SC
store manager - Milton, ON
Starbucks Coffee Company
Milton, ON
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 1 hour ago
P
National Account Manager - Digital Commerce eGrocery
PepsiCo
Mississauga, ON
- Full-time
Specifically lead our eCommerce Fundamentals Forum with eCom team and MBS partners.
Added 1 hour ago
W
(CAN) Leader de nuit
Walmart
Thetford Mines, QC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 1 hour ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what…
Added 1 hour ago
TB
Senior Retail Sales Associate
Tailored Brands
Nanaimo, BC
- Full-time
· Partners with Store management team to lead store staff to achieve sales, service, and operational expectations when temporarily assigned as the manager on duty.
Added 1 hour ago
B
Mortgage Specialist
BMO
Victoria, BC
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 1 hour ago
T
Keyholder
Torrid
Calgary, AB
- Part-time
Previous specialty/apparel retail management experience preferably in a similar role with proven ability to lead teams to success and proven sales performance
Added 1 hour ago
GT
Department Sales Manager, Clubs
Golf Town
Calgary, AB
- Full-time
As part of Sporting Life Group, alongside Sporting Life and Team Town, we are dedicated to sharing our passion and growing the game.
Added 1 hour ago
GT
Department Sales Manager, Clubs
Golf Town
Regina, SK
- Full-time
…As part of Sporting Life Group, alongside Sporting Life and Team Town, we are dedicated to sharing our passion and growing the…
Added 2 hours ago
DT
Director of IT Security Infrastructure
Decode Talent
Canada
- Contract
…design consultation to installation. Their business spans 100+ retail showrooms nationwide, a national e-commerce platform, and their own manufacturing and distribution…
Added 2 hours ago
MF
Controller
McAlpine Ford Lincoln Sales Ltd
Aurora, ON
- Full-time
…offers specials and promotions to meet diverse customer needs. Team members join a customer-focused environment that values service quality and long-term…
Added 2 hours ago
E
Automotive Detailer - Car Washer - Ajax
Enterprise
Ajax, ON
- Full-time
Enterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer. This position pays $18.25 / hour and is located at 355 BAYLY ST W AJAX,…
Added 2 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…leveraging the global network footprint that includes commercial and retail buildings, carrier neutral hotels, data centers and colocation…
Added 2 hours ago
AE
AE - Associate Selling Team Leader (Associate Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
As the full-time Associate Selling Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the business strategy and leading the daily operations of the store.…
Added 2 hours ago
WC
Front End Checkout Team Associate
Walmart Canada
Campbell River, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Leader de nuit
Walmart Canada
Thetford Mines, QC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 2 hours ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
New Glasgow, NS
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 2 hours 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 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Saint John, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
BM
Supervisor, Snowmaking and Trail Maintenance - Winter- Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
Receive exclusive discounts at all Blue Mountain-owned retail stores;
Added 2 hours ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…and want to grow your skills and career as part of a dynamic team - then read…

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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