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Added 5 mins ago
RT
Principal Adviser Remuneration Strategy
Rio Tinto
Montreal, QC
- Full-time
Provide thought leadership and lead key work shaping Rio Tinto’s global approach to base pay.
Added 5 mins ago
RT
Principal Advisor Remuneration
Rio Tinto
Montreal, QC
- Full-time
Lead defined areas of technical work, designing and testing solutions and translating agreed approaches into practical methodologies, tools and guidance.
Added 5 mins ago
S
Senior Electrical Engineer
Shell
Sarnia, ON
- Full-time
Support and lead Management of Change activities and technical approvals, including appropriate roles as PEC, technical reviewer or approver, TA3, Electrical Discipline Hazard Assessment…
Added 35 mins ago
A
AML Manager
Altis
Toronto, ON
- $100,000 to $110,000 CAD / year
- Contract
5+ years of retail banking experience and 5+ years of recent, direct AML/ATF experience.
Added 35 mins ago
AG
Retail merchandiser
Aline Greeting Cards
Buffalo Head Prairie, AB
- Full-time
Involves duties and responsibilities that lead to positive environmental outcomes
Added 35 mins ago
AG
Retail merchandiser
Aline Greeting Cards
Hinton, AB
- Full-time
Involves duties and responsibilities that lead to positive environmental outcomes
Added 35 mins ago
BC
Head of Operations
BGone Consultants
Toronto, ON
- Full-time
Experience: 5+ years of operational management experience in Consumer Lending, FinTech, digital banks, or retail credit; with at least 3+ years specifically leading collections, customer…
Added 51 mins ago
L
Senior Software Engineer - Data and AI Platforms
lululemon
Vancouver, BC
- Full-time
Experience building knowledge bases in retail or similar domains
Added 1 hour ago
C
Compliance and Risk Officer (Canada and US)
Coins.ph
Canada
- Full-time
Lead regulator examinations and information requests, and answer due-diligence requests from banks, payout partners, and clients.
Added 1 hour ago
SB
Restaurant Manager
Superflux Beer Company
Vancouver, BC
- $83,500 CAD / year
- Full-time
- Lead the guest experience and food and beverage quality across all hospitality spaces
Added 1 hour ago
A
Assistant Manager - Upper Canada Mall
Athleta
Newmarket, ON
- Full-time
A current or former retail employee with 1-3 years of retail management experience.
Added 1 hour ago
BR
Lead, Full Time - Tsawwassen Mills
Banana Republic
Tsawwassen, BC
- Full-time
…team and drive behaviors to deliver a best-in-class customer…
Added 1 hour ago
BR
Assistant Manager - Tsawwassen Mills
Banana Republic
Tsawwassen, BC
- Full-time
A current or former retail employee with 1-3 years of retail management experience.
Added 2 hours ago
CH
Seasonal Holiday Team Lead- Georgian Mall
Cherry Hill Programs
Barrie, ON
- Part-time
Cherry Hill Programs brings the magic to every experience by capturing moments that last a lifetime. In partnership with retail locations, tourist attractions, and destinations across North…
Added 3 hours ago
GT
Assistant Manager
Golf Town
Laval, QC
- Full-time
3-5 years’ progressive experience in retail supervisory or management capacity.
Added 3 hours ago
SR
Chief Growth Officer
Swift Recruit
Vaughan, ON
- $250,000 to $275,000 CAD / year
- Full-time
Reporting directly to the Chief Executive Officer, the Chief Growth Officer will lead the company's go-to-market strategy and oversee all new business acquisition activities across North…
Added 4 hours ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Halifax, NS
- Full-time
Apply your past business development experience for prospecting, and lead generation, to new and existing clients
Added 4 hours ago
TC
Retail Store Coordinator Full Time Winners - Brentwood Commons
TJX Canada – Winners, Marshalls, HomeSense
Lloydminster, AB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
RP
Manager, Inventory
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,000 to $105,000 CAD / year
- Full-time
Minimum 5 years of progressive experience in inventory management, inventory accounting, retail finance, supply chain or related discipline, including people leadership experience.
Added 5 hours ago
TC
Retail Store Coordinator Full Time Winners - Summerside
TJX Canada – Winners, Marshalls, HomeSense
Summerside, PE
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
TC
Retail Visual Merchandise Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
TC
Retail Customer Service and Operations Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
TC
Industrial Engineering Manager
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $89,208 to $135,086.4 CAD / year
- Full-time
The primary purpose of this position is to lead all engineering activities and establish a mentality of process improvement within our distribution center. The Industrial Engineering…
Added 5 hours ago
TC
Retail Customer Service and Operations Coordinator Full Time HomeSense-15Woodlawn, Guelph
TJX Canada – Winners, Marshalls, HomeSense
Guelph, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.

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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