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Added 2 mins ago
SP
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada
Toronto, ON
- Full-time
Lead end-to-end customer migration engagements - owning technical delivery, project health, and successful go-live outcomes.
Added 48 mins ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Venture Media
Calgary, AB
- From $60,000 CAD / year
- Full-time
…understanding their shipping needs, presenting relevant Chit Chats solutions, and guiding them through the decision-making…
Added 1 hour ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Venture Media
Toronto, ON
- From $60,000 CAD / year
- Full-time
Since 2001, Chit Chats has helped small businesses and entrepreneurs ship across Canada and around the world with simple, affordable shipping solutions.
Added 3 hours ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Identify, cultivate, and secure new school partnerships through proactive outreach and relationship-building.
Added 4 hours ago
E
Director of Care - Full time - York
Extendicare
Sudbury, ON · LTC - York (York St.)
- Full-time
…experience. Engagement with residents and families to develop a trust relationship is key to resident satisfaction and achieving our mission…
Added 5 hours ago
DR
Director of Design
DMC Recruitment Group
Vancouver, BC
- Full-time
…integrating research, strategy, and client needs into cohesive design solutions. The role serves as a mentor to the design team, supporting the development of creative and professional…
Added 5 hours ago
Technical Account Manager (TAM)
Web Hosting Canada (WHC)
Montreal, QC
…to the Director of Customer Care, you’ll own the technical relationship for assigned accounts and help ensure their hosting, cloud, and web infrastructure runs smoothly, securely, and…
Added 5 hours ago
B
Team Lead Canola CP - Calgary
BASF
Calgary, AB
- Full-time
We are looking for a Team Lead Canola CP to join our Agricultural Solutions team in Calgary, AB.
Added 5 hours ago
CG
Member Engagement Specialist
Compass Group Canada
Mississauga, ON
- Full-time
…possesses great communication skills and drives customer centric solutions. This individual will support the onboarding of new clients with welcome calls, confirm client information,…
Added 5 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Lead, coordinate, manage and evaluate the operations of the organization’s accounting and audit functions;
Added 6 hours ago
X
Sales Development Representative (Hybrid) (Toronto)
Xe.com
Toronto, ON
- Full-time
…potential corporate clients to Xe’s FX and international payments solutions. You will receive structured training, ongoing mentorship, and a clear development pathway designed to build your…
Added 6 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
At BCHS, we are driven by a bold vision: To Lead Beyond Care. As a two-site community hospital system in Brantford and Paris, Ontario, we serve with purpose, passion, and a deep commitment…
Added 6 hours ago
E
Manager, Facilities and Safety
Eva's
Toronto, ON
- $74,548.2 to $86,261.76 CAD / year
- Full-time
…critical thinking, organizational and time management skills. Lead a team of facilities staff, including maintenance coordinators and custodial staff, ensuring high performance and…
Added 7 hours ago
E
Director of Care (DOC) - Full Time (FT) - Vulcan
Extendicare
Vulcan, AB
- Full-time
…experience. Engagement with residents and families to develop a trust relationship is key to resident satisfaction and achieving our mission to provide people with the care they need,…
Added 8 hours ago
B
Mortgage Specialist
BMO
Victoria, BC
- Full-time
…national partnerships and/or creates local partnerships to lead discussions about home financing…
Added 9 hours ago
OH
Lead, Coordinated Access
Ontario Health | Santé Ontario
Waterloo, ON
- Full-time
At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a…
Added 9 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Serve as the primary relationship lead, establishing clear expectations and maintaining trust with candidates and internal stakeholders.
Added 9 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
Serve as the primary relationship lead, establishing clear expectations and maintaining trust with candidates and internal stakeholders.
Added 9 hours ago
D
Technical Account Manager (TAM)
DINGO
BC · British Columbia, Canada
- Full-time
We're looking for someone who understands mining maintenance, equipment reliability and asset health, and can combine that technical knowledge with strong relationship management and…
Added 9 hours ago
CC
Specialist, Manufacturing Procurement
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…skills and exceptional attention to detail with a practical, solutions-oriented mindset with an understanding of big picture strategic thinking. This position reports directly into the…
Added 9 hours ago
E
Customer Account Manager
EconoLease
Toronto, ON · Scarborough, ON
- $65,000 to $80,000 CAD / year
- Full-time
…the $76 billion asset-based lending industry with innovative solutions and digital platforms that make financing simple and…
Added 9 hours ago
B
Project Manager - Building Electrical
BPA
Montreal, QC
- Full-time
…knowledge, grow and develop teams, advance technical expertise, and lead impactful projects of varying scale, including new construction, full project lifecycle delivery, and major mandates…
Added 9 hours ago
E
Customer Account Manager
EconoLease
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
…the $76 billion asset-based lending industry with innovative solutions and digital platforms that make financing simple and…
Added 9 hours ago
M
Manager, External Financial Advisory
MNP
AB · Calgary, AB
- Full-time
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
Serve as the primary relationship lead, establishing clear expectations and maintaining trust with candidates and internal stakeholders.

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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