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Added 3 mins ago
TI
Customer Supply Chain Analyst
TTI, Inc.
Toronto, ON
- Full-time
Are you ready to lead the way in shaping an empowering work environment with a global leader in power tools, accessories and hand tools? At TTI, we are known for our innovative products,…
Added 3 mins ago
TR
Staff Software Engineer - II (KeyCite)
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions.…
Added 3 mins ago
T
Business Systems Analyst III
TD
London, ON · Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 3 mins ago
T
Product Owner I - AskHR
TD
London, ON · Toronto, ON
- Full-time
We’re looking for a Product Owner I to lead the product direction for AskHR, our ServiceNow-based HR help desk application. In this role, you’ll help shape how colleagues access HR support…
Added 3 mins ago
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Manager, FCRM Testing (5720)
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- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Retail Experience Lead
Fire & Flower Inc.
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The Retail Experience Lead maintains store appearance and product presentation to company standards and acts as a knowledge resource for team members. Duties include but are not limited to…
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- Full-time
…dental benefits, tuition assistance, and continuous learning and…
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Senior Automation Test Lead
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- Full-time
The Applications Development Technology Senior Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in…
Added 3 mins ago
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Direct Sales Manager
WithBureau
Toronto, ON
- Full-time
Lead onboarding and ramp: Ensure new hires quickly develop the product knowledge, sales skills, and process discipline needed to succeed.
Added 3 mins ago
TL
Sales Development Representative
The Leadership Agency
Montreal, QC
- Full-time
Series A capital is going directly into product and GTM - including a sales ops agent for lead qualification and appointment setting
Added 3 mins ago
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Captiveaire - Region 114 Western PA
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- Full-time
Strong commitment to the development of our employees, including continuous education opportunities like product specific training, and company developed technical videos.
Added 3 mins ago
P4
Product Design Lead
Port 443 Inc.
Burlington, ON
- $110,000 to $140,000 CAD / year
- Full-time
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Added 3 mins ago
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Technical Sales Intern- Mississauga
Captiveaire - Region 114 Western PA
Mississauga, ON
- Volunteer
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Added 3 mins ago
PS
Director of Sales And Business Development
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- Full-time
Lead, coach, and develop Regional Sales Managers, establishing clear expectations, performance goals, and development plans.
Added 3 mins ago
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Head of Engineering
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Toronto, ON
- Full-time
We're looking for a Head of Engineering to lead the technical side of the business across both Mitrex (BIPV) and Cladify (rainscreen). You'll lead our design and drafting team, with the…
Added 18 mins ago
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Lead portfolio planning, prioritization, governance, and executive reporting.
Added 18 mins ago
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Member of Technical Staff - RTOS & Virtualization
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You will join the Helix Virtualization Platform development team, delivering mission-critical Real-Time Operating System technology for avionics and automotive applications.
Added 18 mins ago
A
Member of Technical Staff - RTOS & Virtualization
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Ottawa, ON
- Full-time
You will join the Helix Virtualization Platform development team, delivering mission-critical Real-Time Operating System technology for avionics and automotive applications.
Added 18 mins ago
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Calgary, AB
- Full-time
…in Toronto for an experienced Director of Manufacturing to lead operational performance, production execution and continuous improvement across a complex precision manufacturing…
Added 18 mins ago
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Bring your energy to Aggreko as Business Development Manager - Temperature Control based in Toronto, ON. You’ll be responsible for driving sales growth by identifying new business…
Added 18 mins ago
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Product Owner Manager
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- Full-time
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Added 18 mins ago
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Added 33 mins ago
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Marketing Associate
O-HIVE.AI
Windsor, ON
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We are expanding our global presence and seeking a creative, motivated, and results-driven Marketing Associate to support our marketing initiatives, brand development, and business growth.
Added 33 mins ago
AA
Chief Technology Officer
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- Full-time
Lead the engineering organization, including software development, architecture, infrastructure, DevOps, QA, technical support escalation, and AI-related engineering practices.
Added 33 mins ago
Director, Product Marketing - Scotia Global Asset Management
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Provide strategic leadership for Scotia Global Asset Management's Product Marketing function, driving the commercialization of investment solutions across a complex multi-brand,…

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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