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Added 4 mins ago
L
5789 - Assistant Store Manager FT
Lids
Quebec, QC
- $19 to $21 USD / hour
- Full-time
Act as Manager on duty for any employee scheduling issues, customer complaints, etc. when Store Manager is not present.
Added 4 mins ago
TH
Associé(e) au Comptoir entrepreneur (Temps plein)
The Home Depot Canada
Victoriaville, QC
- Full-time
Strives to meet personal goals (e.g., sales, quotes, credit accounts) set by Supervisor as well as the goals of the team. Creates action plan with Supervisor to develop selling skills.
Added 4 mins ago
O
Sr. Manager Corporate Development
OpenText
Toronto, ON
- Full-time
…interesting work happens every day, in every department. The Sr. Manager, Corporate Development will play a pivotal role advising on a wide range of strategic programs, analyzing business…
Added 4 mins ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
As a Senior Client Success Manager, you will serve as the primary point of contact for a portfolio of high-value Managed Services customers, owning the overall client delivery experience…
Added 4 mins ago
R
Relationship Manager Commercial Accounts- EN
RBC
Laval, QC
- Full-time
By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a…
Added 4 mins ago
TH
Millworks Sales Associate Full - Time - 7050 Spruce Grove
The Home Depot Canada
Spruce Grove, AB
- Full-time
Sales Specialists support three primary store priorities: Customers First, In Stock, and Store Appearance. Sales Specialists support Customers First by providing fast, thorough, and…
Added 34 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 34 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Support 24/7- you’re not on your own (managers on call, physicians, allied health and support staff).
Added 34 mins ago
BC
Registered Nurse- Paeds
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 34 mins ago
BC
Personal Support Worker - Surgical (B5)
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager Surgical (B5) you will work under the direction and supervision of a regulated healthcare provider. You will be responsible for providing direct quality personal…
Added 34 mins ago
BC
RPN Inpatient Rehabilitation
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 34 mins ago
BC
Registered Practical Nurse - Pre-Admission
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 34 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 34 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Support 24/7- you’re not on your own (managers on call, physicians, allied health and support staff).
Added 34 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 34 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 48 mins ago
RB
Relationship Manager Commercial Accounts
Royal Bank of Canada
Laval, QC
- Full-time
By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a…
Added 48 mins ago
RB
Relationship Manager, Commercial Financial Services - Agriculture
Royal Bank of Canada
Mississippi Mills, ON
- Full-time
A unique opportunity for personal and professional growth
Added 48 mins ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
· Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 1 hour ago
MI
Jr. Financial Analyst (Co-op)
Magna International
Aurora, ON
- Full-time
…technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied…
Added 1 hour ago
B&
Hood & Gown Attendant - Royal Roads University
Balfour & Company
Victoria, BC
- Part-time
- Temporary
…can work all of the days on the schedule below. Must exhibit personal time management and display punctuality. Must be able to work as an integral part of a team, showing support to one…
Added 1 hour 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 1 hour 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
A
Server, Full-Time
AccorHotel
Vancouver, BC
- Full-time
Strong Culture of Belonging for the 2SLGBTQIA+ community providing year-round support, including gender inclusive change rooms
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Conestoga Mall
Groupe Dynamite, Inc Garage
Waterloo, ON
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…

BMO

Financial Planner

ON, Canada

Full-time

Apply 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.

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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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