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Added 12 mins ago
QP
Leasing Coordinator - 14 Month Contract
QuadReal Property Group
Mississauga, ON
- Full-time
…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 engaged services to…
Added 12 mins ago
NG
Mine Engineer in Training
New Gold Inc.
Kamloops, BC
- Full-time
Applicants can submit their resume and cover letter until 11:59pm on November 16, 2026.
Added 13 mins ago
BH
Senior Environmental Coordinator
BC Hydro
Terrace, BC
- $109,700 to $138,700 CAD / year
- Temporary
Providing clean electricity to 4 million customers takes a diverse workforce and that’s where you come in. We need your talent to help us build major projects to meet growing demand. To…
Added 13 mins ago
RH
Senior Accountant
Robert Half
North Vancouver, BC
- $85,000 to $105,000 CAD / year
- Contract
If you are an experienced accounting and financial professional, please submit your resume to Robert Half Management Resources today. Please contact our Vancouver office by submitting your…
Added 13 mins ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values…
Added 13 mins ago
NC
Veterinary Receptionist
NVA Canada
Ottawa, ON
- Full-time
Please submit your resume and a brief cover letter.
Added 13 mins ago
E
Tradeshow Coordinator
Evertz
Burlington, ON
- Full-time
Research potential tradeshows to evaluate relevance, cost etc., for company participation and submit to management for approval
Added 13 mins ago
LA
Media Analytics & AdOps Manager
Level Agency
Remote, Canada
- Remote
Populate and submit the QA checklist for every launch, and own launch QA so nothing goes live with errors
Added 13 mins ago
SD
Senior Project Manager
Symbiotic Digital
ON · Downtown Toronto (Central Bay Street), Ontario
- Contract
Added 13 mins ago
SD
Software QA Tester
Symbiotic Digital
Toronto, ON · Downtown Toronto (Ryerson), Ontario
- Contract
Added 13 mins ago
Lone Tree Inc. | Senior Corporate Administrator
UpSourced HR
Lethbridge, AB
Submit your resume and a short cover letter telling us about an office process you improved and what changed because of it. We thank all applicants for their interest; only those selected…
Added 13 mins ago
Lone Tree Inc. | Junior Corporate Administrator
UpSourced HR
Lethbridge, AB
Submit your resume and a short cover letter telling us why this role interests you. We thank all applicants for their interest; only those selected for an interview will be contacted.
Added 27 mins ago
Economic Development Officer
Department of Jobs, Growth and Rural Development
St. John's, NL
It is the responsibility of applicants to submit a resume that clearly demonstrates the required screening criteria outlined in the job description.
Added 28 mins ago
QP
Maintenance Technician (6-Month Contract)
QuadReal Property Group
Toronto, ON · North York
- Full-time
…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 engaged services to…
Added 28 mins ago
KD
Casual Direct Support Professional-Saskatoon Enhanced Supported Independent Living
Karis Disability Services
Saskatoon, SK
- Part-time
…require an accommodation and we will work with you to meet your accessibility…
Added 28 mins ago
CV
Utilities Operator I or II
Cowichan Valley Regional District
Duncan, BC
- Full-time
Please submit a resume and cover letter, in confidence, by 4:30 pm on the closing date indicated above. Please include a recent driver's abstract with your application and copies of your…
Added 28 mins ago
Technology Strategy Coordinator
Office of the Chief Information Officer
St. John's, NL
It is the responsibility of applicants to submit a resume that clearly demonstrates the required screening criteria outlined in the job description.
Added 43 mins ago
Production Supervisor
Price Industries Limited
Winnipeg, MB
Should this excellent opportunity interest you, please submit your resume, including salary expectations.
Added 43 mins ago
Client Care Liaison ID #1668
YMCA of Simcoe/Muskoka
Huntsville, ON
…management services such as self-serve faxing, scanning, copying and resume/cover letter soft touch support, individualized client funding support requests, or and completion of client…
Added 43 mins ago
UO
Astronomical Lead Software Developer
University of Alberta
Edmonton, AB
- Full-time
Click "Apply Now" to submit your resume and cover letter.
Added 43 mins ago
B
AI Enablement Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 43 mins ago
B
Digital Analytics Implementation Tech Lead
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 43 mins ago
Teaching Assistant, Civil, Geological, and Environmental Engineering
University of Saskatchewan
Saskatoon, SK
Interested applicants must include the online application and submit their current CV/resume to be considered.
Added 43 mins ago
BW
Environmental Technician
Baseline Water Resource Inc.
Calgary, AB
- Full-time
Baseline Water offers an opportunity to advance your career in a workplace that fosters respect, quality, and collaboration. The work we do is interesting and diverse. Participation in…
Added 43 mins ago
CA
Finance Business Partner
Canadian Accounting Consultants [CPA Recruitment]
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
…advice and progressive opportunities with top employers. We are Your Partner in Search…

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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