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PC
Operations Manager
Patterson Companies, Inc.
Vancouver, BC · BC - Vancouver - Dental Canada
- Full-time
As Operations Manager with Patterson Dental, you will partner with the Branch General Manager and the Service Manager to develop (and implement) strategies, carry out best practices and…
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D
Sr. Program Manager
d1g1t
Toronto, ON
- Full-time
As Senior Program Manager, you'll own the relationship and the delivery for d1g1t's most strategic clients. You'll be the senior leader who owns that process end-to-end: from scoping and…
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S
Senior Treasury Analyst
Seaspan
North Vancouver, BC
- Full-time
The Senior Financial Analyst will support the Treasury Manager in managing the company’s cash flow, banking relationships, and financial risk exposures. This role focuses on cash…
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B
Sourcing Manager, Marketing Category
BMO
Toronto, ON · YNG
- Full-time
The Sourcing Manager leads competitive sourcing events, supplier selection, due diligence, negotiation, contracting activities, and category initiatives while applying BMO's procurement,…
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B
Directeur(rice) Principal(e), Gestion Relationnelle
BMO
Sherbrooke, QC
- Full-time
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B
Sourcing Associate, Human Resources Category
BMO
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- Full-time
…trusted advisor to stakeholders on project deliverables, analyzes financial and supplier risk considerations, and applies category and market knowledge to deliver value, manage cost and…
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B
Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…get wide exposure to clients and develop deep capabilities in financial analysis, due diligence, credit, deal structuring, and client…
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Manager, Valuations & Modelling
BDO
Toronto, ON
- Full-time
BDO Canada LLP is seeking a Manager to join our Valuations & Modelling team in Toronto. We are looking for dynamic candidates with strong technical valuation expertise and financial…
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Private Equity Supervisor
HS Financial Technologies
Halifax, NS
A Private Equity Supervisor is required to execute their role within the guidelines and procedures provided by HS Financial Technologies and under the supervision and guidance of a Private…
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Private Equity Manager
HS Financial Technologies
Halifax, NS
A Private Equity Manager will be required to manage the closed end fund accounting process within the guidelines and procedures provided by HS Financial Technologies and under the…
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Gestionnaire, finance commerciale (approvisionnement) / Commercial Finance Manager, Supply Chain
Turning Point Brands Canada
Laval, QC
- Full-time
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Senior Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
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Trade Spend Analyst
ACCO Brands
Mississauga, ON
ACCO Brands is seeking a Trade Spend Analyst to join the North America Finance team reporting to the Finance Manager, Decision Support. This role will support the management and execution…
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MD
Deputy General Counsel - General Counsel 1
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Bargaining Unit/Union: 220 - Manager/Unrepresented
Added just now
G
Accounting Clerk 1 - Industrial
Graham
Fort Saskatchewan, AB
- Full-time
Graham is actively recruiting an Accounting Clerk to support our Industrial Group. Reporting to the Operations Finance Manager, this role provides accounting and transactional support for…
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BH
Trouble Program Manager 2
BC Hydro
Surrey, BC
- $131,100 to $165,800 CAD / year
- Full-time
Reporting to the M3 Manager, Trouble and Operational Support, this position is responsible for leading operational and performance reporting for the Trouble and Storm Programs. The…
Added 15 mins ago
JC
Senior Client Executive - Real Estate Banking - Managing Director
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Seeking a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional…
Added 15 mins ago
ST
Manager, Investor Services
SS&C Technologies
Toronto, ON
- Full-time
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 15 mins ago
ST
Manager, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 15 mins ago
B
Senior Portfolio Manager
BMO
Halifax, NS · Nova_Ctr
- Full-time
…high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and…
Added 15 mins ago
B
Personal Banking Associate
BMO
Burnaby, BC
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 15 mins ago
F
Senior Platform Engineer
Flinks
Remote, Canada
- Full-time
- Remote
…the infrastructure they need to build and deliver seamless financial experiences at…
Added 15 mins ago
IF
Consultant, Dealer Services
iA Financial Group
Brossard, QC · Montreal, QC
- Full-time
Has in-depth knowledge of the sales process, the market, and the Financial Services Manager role, as well as a strong understanding of dealership operations and departments.
Added 15 mins ago
MANAGER FLEET CONTRACTS
City of Toronto
Toronto, ON
…procedures and ensure compliance with corporate and divisional financial and accounting policies and…
Added 15 mins ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…

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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