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Added 3 mins ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 3 mins ago
T
Business Systems Analyst III
TD
London, ON · Toronto, ON
- Full-time
Participate in personal performance management and development activities, including cross training within own team.
Added 3 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 3 mins ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 3 mins ago
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Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
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Product Owner I - AskHR
TD
London, ON · Toronto, ON
- Full-time
Added 3 mins ago
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Customer Experience Associate
TD
Vancouver, BC
- Part-time
Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
Added 3 mins ago
NC
Infrastructure Analyst
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- Full-time
…specifications, processes, test cases and scripts. Provide documentation, training material and change management support in transitioning software, systems, and technologies into…
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Senior FCRM Testing Analyst (5721, 5722, 5723, 5724)
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Participate in personal performance management and development activities, including potential cross training within own team
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Manager, FCRM Testing (5720)
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…continuously improve the colleague experience and grow your personal…
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Health Safety and Wellness Manager
Conestoga Meats
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We invest in our employee’s potential and value to the company by providing professional development and training for all roles and succession planning to align job interests and potential.…
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Investor Services Manager
HS Financial Technologies
Halifax, NS
An Investor Services Manager will be required to execute the following tasks in the Investor Services Department. Every Investor Services team member will receive the requisite Induction…
Added 3 mins ago
Investor Services Supervisor
HS Financial Technologies
Halifax, NS
…Financial Technologies and under the supervision and guidance of a Manager and Director. Every Investor Services Supervisor will receive the requisite Induction Training in addition to both…
Added 3 mins ago
FH
Occupational Therapist - Fraser Health Community South Fraser
Fraser Health
Surrey, BC
- Full-time
Provides input to the Manager regarding the purchase of supplies, equipment and repairs of equipment required for occupational therapy programs.
Added 3 mins ago
NG
Environment, Health & Safety Manager
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Winnipeg, MB
- Full-time
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Evaluates personal progress in consultation with the office manager and vice principals
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Health & Safety Specialist
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Personal development opportunities for technical training in the field of Health & Safety
Added 18 mins ago
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Clinical Services Supervisor – Integrated Services
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…administrative support and delegated clinical support to the Manager of Outreach and the Manager of Health Promotion & Community Programs. The position supports the effective day-to-day…
Added 18 mins ago
ON
Operating Practices Officer
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Cochrane, ON
- $100,412 to $118,114 CAD / year
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…package, a defined benefit pension plan, paid vacation, paid personal leave days and discounted transportation on our bus and passenger rail…
Added 18 mins ago
NG
Warehouse Operator
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Quebec, QC
- Full-time
Demonstrate strong safety awareness, sound judgment, and personal accountability while working independently as the sole warehouse employee on-site.
Added 33 mins ago
NB
Banking Advisor
National Bank of Canada
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Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 33 mins ago
HM
Site Supervisor
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Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Reporting to the Project Manager(s), the Site Supervisor oversees the construction activities taking place on a worksite and is responsible for all aspects of project management on the…
Added 33 mins ago
NB
Senior Data Scientist
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- Full-time
…12 advanced analytics specialists and report to the Senior Manager – risk models and strategies. The team is responsible for modelling activities and risk strategies for credit cards,…
Added 33 mins ago
M
Security Lobby Guard Part Time
Marriott
Toronto, ON
- Part-time
Follow all company policies and procedures; report accidents, injuries, and unsafe work conditions to manager; complete safety training and certifications; ensure uniform and personal…
Added 33 mins ago
Grocery Utility Clerk (Auburn Bay)
Calgary Co-op
Calgary, AB
Calgary Co-op has excellent opportunities for increasing levels of responsibility, personal growth, and challenge. We offer competitive wages, extended health benefits for full-time 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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