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Added 3 mins ago
SF
Material Handler
Safe Fleet
Oshawa, ON
- Full-time
…This hybrid role will report directly to the Inventory Control Manager while also supporting the Purchasing…
Added 3 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 mins ago
C
Part-Time Manager
Claire's
North Bay, ON
- $17 to $18 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 3 mins ago
C
CFAA Fire Alarm Technician - Project Focused
Convergint
Calgary, AB
- Full-time
…and related project activities on a regular basis to project manager/supervisor. Completes work on time and according to project schedules including project change…
Added 3 mins ago
F
Business Development Manager
FlatironDragados
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Are you a strategic thinker with a passion for relationship-building ? As a Business Development Manager, you will harness your extensive industry connections to unearth exciting project…
Added 3 mins ago
IG
SAP Program Manager
Insight Global
Vancouver, BC
- $150,000 to $250,000 CAD / year
- Full-time
As the SAP Program Manager, you will lead a multi-phased, enterprise-wide SAP modernization program spanning supply chain, finance, merchandising, and product management functions. You will…
Added 3 mins ago
N
Delivery Manager
Nascent
Toronto, ON
- Full-time
We’re looking for a Project Manager who owns it from start to finish; someone who sees what needs to get done, figures out how to get there, and makes it happen. You spot gaps before they…
Added 3 mins ago
ST
Installation Technician - Electronic Security
Securitas Technology Canada
Victoria, BC
- $35 to $41 CAD / hour
- Internship
Under the supervision of the District Installation Manager, the Security System Technician will be responsible for installing, configuring and servicing all Card Access, Intrusion…
Added 3 mins ago
P
Senior Product Manager (Platform & AI)
PakFactory
Toronto, ON
- Full-time
We're hiring a founding Senior Product Manager (Platform & AI) to own PakFactory’s digital transformation. Partnering directly with the CEO, you will bridge high-level business vision with…
Added 3 mins ago
MR
Merchandiser (Moncton West, NB)
Match Retail
Shediac, NB
- Contract
…Canada, supporting major retailers and top brands by bringing new product launches to life. Our Merchandising Team visits stores to update product sections, ensuring the latest innovations…
Added 3 mins ago
E
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
- Full-time
Evertz is hiring a Project Manager to lead software upgrade (regression) projects for large-scale broadcast and media systems, including SDVN / MAGNUM environments. You will drive each…
Added 3 mins ago
EI
Product Specialist (QC) - 12 month contract
Echelon Insurance
Quebec, QC
- Contract
Conduct sales, marketing, product health monitoring, financial reporting and analysis on an ongoing basis and provide results to Product Manager, Insurer(s) and key stakeholders
Added 3 mins ago
SD
Product Manager
Symbiotic Digital
ON · Central Toronto (Summerhill West / Rathnelly / South Hill / Forest Hill SE / Deer Park), Ontario
- Contract
We are seeking a Product Manager to support the
Added 3 mins ago
O
Senior Software Engineer - AI Oversight
OpenMined
Remote, Canada
- $126,000 to $160,000 USD / year
- Contract
- Remote
As a Senior Software Engineer, you'll work most closely with our Technical Lead Manager for AI Oversight, and you'll build core parts of this system and the products on top of it. You'll…
Added 18 mins ago
FI
Territory Sales Manager
Formations Inc.
Winnipeg, MB
- Full-time
…looking for a motivated, relationship-driven Territory Sales Manager (TSM) to join our Winnipeg team and help expand our market…
Added 18 mins ago
T
Customer Experience Associate - Dartmouth Crossing
TD
Dartmouth, NS
- Part-time
…branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada,…
Added 18 mins ago
AB
Packaging Procurement Coordinator
Ace Beverage Group
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
Amazing team and innovation-driven company! All ABG employees participate in quarterly innovation days to pitch new product ideas and have a say in product development
Added 18 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
…province of Manitoba. Reporting into the Western Regional Sales Manager, the TSR is accountable for driving distribution and display of KDP products, the execution of all in-store plans,…
Added 18 mins ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
As a Vendor Business Manager (VBM) supporting HP Inc. (HPI) Personal Systems & Services, you will play a key role in driving business growth, profitability and strategic vendor…
Added 18 mins ago
M
Satellite Flight Software (FSW) Systems Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
Update traceability links in the requirements‑management system and flag any inconsistencies to the configuration manager.
Added 18 mins ago
'
Process Engineer
''
Carberry, MB
- Full-time
…Food Processing Plant. This role reports to the Production Manager. This role makes sure the production process is as efficient and standardized as possible. This is accomplished through…
Added 18 mins ago
FB
Produce Production Assistant Manager
Farm Boy Inc.
Toronto, ON
- From $21.5 CAD / hour
- Full-time
…fresh shopping experience by partnering with the Department Manager to drive strong operational results. With a customer-first mindset and hands-on leadership approach, you’ll help maintain…
Added 18 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Winkler, MB
- Part-time
Organize backroom product and follow Backroom Inventory Management (BIMI) processes
Added 18 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
St. Thomas, ON
- Part-time
Organize backroom product and follow Backroom Inventory Management (BIMI) processes
Added 18 mins ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Victoria, BC
- Full-time
Organize backroom product and follow Backroom Inventory Management (BIMI) processes

BMO

Financial Planner

Hawkesbury, ON, Canada

Full-time

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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:

280 Main Street East

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

The Financial Planner provides investment and financial planning advice to help customers achieve their goals through the sale of managed products. They are responsible for business development, managing client relationships, and identifying opportunities to grow the bank's business.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. They are also required to meet all regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Needs-based assessment
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Portfolio management
Financial advisory

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

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
Financial Advisory
Regulatory Compliance
Client Acquisition
Outbound Calling
Branch Referrals
Investment Strategies
Data Analysis
Stakeholder Management
Banking Products
Lending
Financial Industry
Performance Management

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