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Added 4 mins ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 4 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 4 mins ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 4 mins ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 4 mins ago
Employer Liaison - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
Provide employment preparation and employability group sessions and individual resource centre support when required.
Added 4 mins ago
Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
Strong knowledge of retail sales principles, methods, practices, and techniques.
Added 4 mins ago
Key Accounts Manager- Southwestern Ontario
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON
The Key Account Manager is responsible for increasing sales in the designated territory and establishing strong relationships with agency contacts. The incumbent must keep abreast of market…
Added 4 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) /Specialist, Designated Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
- Full-time
Perform floor recovery, visual merchandising, price change, and related sales support tasks
Added 4 mins ago
Assistant Manager, Commercialization Programs (6 Month Contract)
Give and Go Prepared Foods
Toronto, ON
…This role works cross-functionally and in partnership with Sales to ensure successful execution of new product launches, product changes, and ongoing optimization initiatives aligned to…
Added 4 mins ago
Richmond (3) - Keyholder
Zwilling J.A. Henckels Canada Ltd
Richmond, BC
Utilize ZWILLING's proven selling techniques to drive and finalize sales, ensuring revenue goals are met.
Added 4 mins ago
Niagara (5) - Keyholder
Zwilling J.A. Henckels Canada Ltd
Niagara-on-the-Lake, ON
Utilize ZWILLING's proven selling techniques to drive and finalize sales, ensuring revenue goals are met.
Added 4 mins ago
Cross Iron Mills (14) - Keyholder
Zwilling J.A. Henckels Canada Ltd
AB
Utilize ZWILLING's proven selling techniques to drive and finalize sales, ensuring revenue goals are met.
Added 4 mins ago
GF
Fit4Less Host - Mississauga Bristol Road
GoodLife Fitness
Mississauga, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 4 mins ago
GF
Fit4Less Host - East York Town Centre
GoodLife Fitness
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 4 mins ago
GF
Fit4Less Host - Toronto Yonge and Alexander
GoodLife Fitness
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 4 mins ago
GF
Fit4Less Host - Toronto McCaul
GoodLife Fitness
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 4 mins ago
M
Manager, Strategic Partnership Development
Metrolinx
Toronto, ON
- Full-time
Our Non-Fare Sales Office is seeking a Manager, Strategic Partnership Development for a 14-month contract to lead the growth of corporate and strategic partnerships. This role is…
Added 4 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 4 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
To manage resources of the Beauty department in order to maximize and achieve sales targets.
Added 4 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Victoria, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 mins ago
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Direct Sales Manager
WithBureau
Toronto, ON
- Full-time
We’re looking for a Direct Sales Manager in Toronto, Canada - an experienced sales leader who can motivate, coach, and develop a team of high-performing Account Executives. You’ll own the…
Added 5 mins ago
SS
General Manager - Steel & Construction Industry
Summit Search Group
Burlington, ON
- Full-time
Support the Vice President of Sales to build and maintain strong relationships with key clients, contractors, and design engineers to enhance the company’s reputation and drive repeat…
Added 5 mins ago
AU
Livreur RSR / Route Sales Representative (Delivery Driver)
Alsco Uniforms
Quebec, QC
- Full-time
The Route Sales Representative meets our customers needs through up-selling/cross-selling and provides superior customer service through proactively managing all route responsibilities.…
Added 5 mins ago
ML
Business Development Manager
MTE Logistix
AB · Edmonton, AB
- Full-time
Work schedule: Monday to Friday with regular after-hours support required.
Added 19 mins ago
AG
Bilingual CX Specialist
Amynta Group
Thornhill, ON · Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience, the Customer Experience Specialist provides customer service and support to dealerships, contract holders, the National Sales Team, and…

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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