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Added 11 mins ago
Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
The Retail Experience Lead maintains store appearance and product presentation to company standards and acts as a knowledge resource for team members. Duties include but are not limited to…
Added 11 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) /Specialist, Designated Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 11 mins ago
FT
Conseiller(ère) en ressources humaines // HR Advisor
Face to Face Games
Montreal, QC
- Full-time
Added 11 mins ago
TU
Director, Hospitality Services (Hospitality Services)
Trent University
Peterborough, ON
- $128,095 to $142,327 CAD / year
- Full-time
…integrated management of contracted and self-operated dining, retail, catering, beverage and licensed services across the University’s campuses and…
Added 26 mins ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
Best Buy Canada
Montreal, QC
- Full-time
Join us and grow your career with our retail team as a field technical service representative today!
Added 26 mins ago
LC
Produce Department Manager Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
…connections is valued – as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and…
Added 26 mins ago
LC
Deli Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Pickering, ON
- Full-time
…connections is valued – as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and…
Added 26 mins ago
QP
Sales Assistant - 18 Month Contract
QuadReal Property Group
Vancouver, BC
- Full-time
…within the Presentation Gallery, assisting the Residential Sales team with day-to-day sales activities, client engagement, and lead management. Works closely with the Sales Director and…
Added 41 mins ago
AB
Business Development Representative
Agile Bookkeeping
Vernon, BC
- Full-time
Agile combines an experienced bookkeeping team, modern technology, consistent processes, and CPA oversight to make that happen.
Added 41 mins ago
HM
Site Supervisor
Hire Mint
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Retail & Commercial Construction | Grimsby, ON (Head Office)
Added 41 mins ago
TT
Retail Store Coordinator Full Time Winners - Brentwood Commons
The TJX Companies, Inc.
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 41 mins ago
S
store manager, East York, ON
Starbucks
Toronto, ON
- $59,400 to $78,450 CAD / year
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 41 mins ago
Store MANAGER - Contract
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
…driving sales, profitability, and overall store performance. You lead from the front, setting the tone on the floor, building a strong and motivated team, and consistently delivering…
Added 41 mins ago
Senior Manager - Program Management - Quebec Growth Program
Scotiabank
Montreal, QC
Lead enterprise-wide initiatives that drive collaboration across Retail, Commercial Banking, Wealth Management, Private Banking, Roynat, National Accounts and GBM to accelerate growth,…
Added 41 mins ago
CB
Full-time Baker
COBS Bread
Bradford West Gwillimbury, ON
- Full-time
Best Workplaces™ in Retail & Hospitality 2025
Added 56 mins ago
Manager Retail Analytics
Rogers Communications
Toronto, ON
The Retail Analytics & Reporting team is seeking an experienced analytics professional to lead Retail-wide target setting, target relief, and performance analytics. This role provides…
Added 56 mins ago
SW
Lobby Experience Team Keyholder
Science World
Vancouver, BC
- Part-time
Team player with the ability to take initiative and lead by example
Added 56 mins ago
SW
Lobby Experience Team Keyholder
Science World
Vancouver, BC
- Full-time
Team player with the ability to take initiative and lead by example
Added 56 mins ago
BR
Regional Technical Services Manager
BGO Real Estate
AB · Calgary, AB
- Full-time
The Technical Services lead provides technical expertise and ensures compliance across building operations integrity, environmental health and safety, regulatory requirements, risk…
Added 56 mins ago
PF
Supply Planner
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
…Save-On-Foods and other well-known grocery banners. With nearly 300 retail locations, we proudly employ nearly 30,000 team…
Added 56 mins ago
CC
Assistant Manager, Banquets & Catering
Compass Canada
Winnipeg, MB
- Full-time
Park Hospitality is the food & beverage, retail, and guest services team at Assiniboine Park. We operate with intention, rooted in our guiding principles of Community, Sustainability,…
Added 56 mins ago
GD
GARAGE - Team Leader FT - CF Champlain Mall
Groupe Dynamite, Inc Garage
Dieppe, NB
- Part-time
1 year of experience as a team lead, preferably in a retail environment
Added 56 mins ago
FL
Assistant Manager
Foot Locker
Surrey, BC
- Full-time
…supports the Store Manager in driving sales results, coaching the team, and keeping the store running strong; day in and day…
Added 1 hour ago
IG
Sales Representative – Glass Hardware Products
Ideal Glass Hardware Inc. (IGH)
Markham, ON
- Full-time
Ideal Glass Hardware Inc. is looking for a motivated and customer-focused Sales Representative to join our team in Markham.This is a hands-on role combining sales, customer service, order…
Added 1 hour ago
YL
Senior manager omni marketing
Yoplait Liberté Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Working closely with Brand Marketing, Commercial Strategy, Sales, and key retail partners, the Senior Manager, OMNI Marketing identifies growth opportunities, builds omni-marketing…

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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