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Added 13 mins ago
Traffic Manager
Imperial Brady
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…communities with the highest standards of quality, reliability, and…
Added 13 mins ago
Department Sales Manager, Hockey
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Delivery Driver
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Proven experience in customer service, sales, and delivery services.
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Conveys all prospective and lost revenue to Outside Sales Representative and General Manager immediately.
Added 13 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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…love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their…
Added 13 mins ago
Insurance Advisor, Online Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
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Territory Manager - Builder Division
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Aberdeen Centre - Keyholder
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…achieving our store objectives through exceptional customer service, merchandise presentation, and team…
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A
Home Expert (Part Time - $24/hour)
Article
Vancouver, BC
- $24 CAD / hour
…and delight our customers. You have a proven ability to drive sales and deliver on…
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T
Financial Planner
TD
Mississauga, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 13 mins ago
T
Customer Experience Associate - Sherbrooke, King Ouest (Part-time, 15h/week)
TD
Sherbrooke, QC
- Part-time
…avec nos clients en effectuant de nombreuses opérations de service à la clientèle ainsi que de fournir des renseignements et des conseils sur les services, les produits et les solutions aux…
Added 13 mins ago
JS
Payments Implementation Specialist - Canada
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
…solutions for new and existing clients. This role reports to the Manager of Jonas Club Payments and works closely with Project Managers to keep implementations moving and clients set up for…
Added 13 mins ago
MR
Merchandiser (New Minas, NS)
Match Retail
New Minas, NS
- Contract
At Match Retail, we power big brands across Canada through top-tier merchandising, sales, and branded retail programs. We’re a certified Great Place to Work®, and we’re growing fast - now’s…
Added 13 mins ago
FG
Service Account Manager
Flynn Group of Companies
Brandon, MB
- $70,000 to $80,000 CAD / year
- Full-time
Flynn Group of Companies is seeking a Roofing Service Account Manager to join our Brandon branch. This is a relationship-driven, client-facing role ideal for someone who thrives in sales,…
Added 13 mins ago
SI
Leasing Specialist
Starlight Investments
Peterborough, ON
- Full-time
Offering a range of investment vehicles across various real estate strategies, we are a developer and asset manager of over 77,000 multi-residential suites and over 9 million square feet of…
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SI
Leasing Specialist
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
Offering a range of investment vehicles across various real estate strategies, we are a developer and asset manager of over 77,000 multi-residential suites and over 9 million square feet of…
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Superviseur d'atelier de services | Service Shop Supervisor
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Vaudreuil-Dorion, QC
- Full-time
Reporting to the Service Manager, the successful candidate will be responsible for overseeing the day-to-day operations of our service shop, ensuring that repair, fabrication and…
Added 13 mins ago
II
Business Development Manager
i3 International
Richmond Hill, ON
- Full-time
Role Description The Business Development Manager is a full-time, on-site role based in Richmond Hill, ON. This role is responsible for identifying and pursuing new business opportunities,…
Added 28 mins ago
FG
Service Manager - FFUN Motorsports Saskatoon
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- Full-time
We’re looking for a driven, organized, and business‑minded Powersports Service Manager to lead the service department at our high‑volume powersports dealership in Saskatoon. This is more…
Added 28 mins ago
PC
Operations Manager
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- Full-time
As Operations Manager with Patterson Dental, you will partner with the Branch General Manager and the Service Manager to develop (and implement) strategies, carry out best practices and…
Added 28 mins ago
FG
Service Account Manager
Flynn Group of Companies
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- Full-time
Flynn Group of Companies is seeking a Roofing Service Account Manager to join our Brandon branch. This is a relationship-driven, client-facing role ideal for someone who thrives in sales,…
Added 28 mins ago
A
Store Manager (temporary)
Ardene
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The temporary Store Manager works with the District Supervisor to oversee all store operations, as well as plan & execute strategies to drive sales and profitability. The Store Manager is…
Added 28 mins ago
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Directeur(rice) Principal(e), Gestion Relationnelle
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Au service d’organisations dont les revenus annuels se situent généralement entre 10 millions et 40 millions de dollars, nos directeurs et directrices de la gestion relationnelle sont au…
Added 28 mins ago
B
Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…passion for the Public Sector, professionalism, and client…
Added 28 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards

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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