Accounting & finance jobs in Canada

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Added 7 days ago
HI
Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
This is a part-time role, working 3 days per week out of our Red Deer office · Active Level 1 Alberta General Insurance License required; Level 2 strongly preferred or willing to obtain
Added 7 days ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
…Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgages, Oral Communication, Personal…
Added 7 days ago
SC
General Accountant - 6273E
Starling Community Services
Kitchener, ON
- Full-time
Works alongside the Accounting Clerks to ensure accounts payable invoices are processed and paid in a timely manner.
Added 7 days ago
BH
Senior Financial Analyst
Beacon Holdings
Toronto, ON
- Full-time
…capabilities to improve how they run and help them grow. Our finance team builds the accounting processes and reliable financial information that support that…
Added 7 days ago
HC
Accounts Receivable Clerk
Harris Computer
ON · Ontario, Canada
- Full-time
Manages priorities effectively and efficiently between the Sales & Support, Finance, and customers
Added 7 days ago
VB
Accounts Payable Specialist
Vaco by Highspring
Toronto, ON · North York, ON
- $22 to $25 CAD / hour
- Full-time
Added 7 days ago
CP
Accounting Technician
CML Properties
Kamloops, BC
- Full-time
The Accounting Technician role provides support to our Property Managers and their properties. The role requires task prioritization, workflow management, analytical thinking, and the…
Added 7 days ago
A
Technical Accounting Manager
Airswift
Kitchener, ON
- $120,000 to $175,000 CAD / year
- Full-time
Hybrid: 2-3 days in office, other days remote
Added 7 days ago
VB
Accounts Payable Specialist
Vaco by Highspring
Surrey, BC
- Full-time
We are looking for a detail-oriented Accounts Payable Specialist to join the accounting team of one of our manufacturing clients in Surrey, BC. The successful candidate will be responsible…
Added 7 days ago
C
Accounting Manager
Confidential
Vernon, BC
- $90,000 to $120,000 CAD / year
- Full-time
A minimum of 3 years’ experience in public practice, combined with industry experience in a senior accounting or finance role.
Added 7 days ago
T
Personal Banker Trainee
TD
Thornbury, ON
- Full-time
Added 7 days ago
C
Associate Financial Advisor
CIBC
Prince George, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 7 days ago
C
Associate Financial Advisor
CIBC
Victoria, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 7 days ago
B
Financial Planner
BMO
Hawkesbury, ON
- Full-time
Added 7 days ago
B
Financial Planner
BMO
ON
- Full-time
Added 7 days ago
B
Financial Planner
BMO
Oakville, ON
- Full-time
Added 7 days ago
A
Accounts Receivable Specialist
Anatolia
Vaughan, ON
- Full-time
Diploma or degree in Accounting, Finance, Business, or related field
Added 7 days ago
GT
Financial Controller (CPA)
Gastronomous Technologies Inc.
Oakville, ON
- Full-time
Exposure to US GAAP, US sales tax, or multi-entity and cross-border consolidation is considered an asset
Added 7 days ago
IT
HR and Payroll Administrator
InTandem Talent
AB · Alberta, Canada
- Full-time
Added 7 days ago
FW
ACCOUNTING CLERK (SUDBURY)
Fisher Wavy Inc.
Sudbury, ON · Greater Sudbury Metropolitan Area
- Full-time
Fisher Wavy Inc. is seeking a detail-oriented, organized, and dependable Accounting Clerk to join our team in Sudbury, Ontario. In this role, you will support the company’s daily accounting…
Added 7 days ago
E
Accountant
Evlv
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
An established company in the fashion and apparel industry is looking for a Senior Accountant to join its finance team. This role offers a variety of responsibilities across financial…
Added 7 days ago
M&
Senior Real Estate Financial Analyst
Marcus & Millichap
Vancouver, BC
- Full-time
Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or related field preferred
Added 7 days ago
SR
Senior Payroll Specialist
Swim Recruiting
Burnaby, BC
- $75,000 to $85,000 CAD / year
- Full-time
Payroll Compliance Practitioner (PCP) certification is required · Must have experience processing a unionized payroll and interpreting collective agreements
Added 7 days ago
TS
Staff Accountant, Public Accounting
TalentSphere Staffing Solutions
Oakville, ON
- Full-time
Staff Accountant, Public Accounting, Boutique CPA Firm in Growth Mode
Added 7 days ago
MC
Senior Accountant with strong experience using Microsoft Dynamics GP (Great Plains).
Multinational Corporation
Mississauga, ON
- Full-time
Education & Credentials: Bachelor’s degree in Accounting, Finance, or a related field. CPA designation (completed or in progress) is a strong asset.

BMO

Financial Planner

ON, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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:

194 Highland Street

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides financial and investment planning advice to help customers achieve their goals while managing a portfolio of clients. Implements business development strategies and conducts needs-based assessments to grow the bank's business 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 licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Regulatory compliance

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 Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Customer Experience
Regulatory Compliance
Financial Industry
Portfolio Management
Strategic Advice
Branch Referrals
Data Analysis

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Accounting & finance jobs in Canada

Personal Insurance Advisor

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General Accountant - 6273E

Senior Financial Analyst

Accounts Receivable Clerk

Accounts Payable Specialist

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Accounts Payable Specialist

Accounting Manager

Personal Banker Trainee

Associate Financial Advisor

Associate Financial Advisor