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Added 10 mins ago
WC
Front End Checkout Team Associate
Walmart Canada
Campbell River, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 10 mins ago
WC
(CAN) Leader de nuit
Walmart Canada
Thetford Mines, QC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 10 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
New Glasgow, NS
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 10 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
As a Famous Footwear Sales Lead, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store culture…
Added 10 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Saint John, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 10 mins ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…for vendor partners. The role ensures product availability, service level attainment, cost control, and operational efficiency while supporting business growth initiatives across the M&M…
Added 10 mins ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
…for vendor partners. The role ensures product availability, service level attainment, cost control, and operational efficiency while supporting business growth initiatives across the M&M…
Added 10 mins ago
SA
Tonic Bar Team Lead
Sweat and Tonic
Toronto, ON
- Full-time
You provide exceptional customer service with the ability to create memorable guest experiences.
Added 10 mins ago
TH
Regional Manager
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
Lead, coach, mentor, and develop clinical teams across three locations
Added 10 mins ago
WC
(CAN) Food Assistant Manager
Walmart Canada
Valleyfield, PE
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 10 mins ago
WC
(CAN) FRONT END CHECKOUT TEAM ASSOCIATE
Walmart Canada
St. Albert, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 40 mins ago
SD
Production Supervisor
Shoppers Drug Mart
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…process of their team within Operations and to ensure optimal customer service delivery and that the needs of the staff and the organization are met. The Supervisor will lead efforts to…
Added 40 mins ago
F
Operations Manager
Flyover
Vancouver, BC
- $75,000 CAD / year
- Full-time
…ensure efficiency, optimize processes, manage resources, and lead teams to achieve our organizational goals. This key management role is responsible for ensuring a seamless and memorable…
Added 55 mins ago
N
Customer Experience Account Representative
Nutrien
Saskatoon, SK
- Full-time
Provide oversight of the team’s shared customer inbox, monitoring performance and trends to ensure timely, accurate, and consistent responses while identifying opportunities to improve…
Added 56 mins ago
Retail Manager - Lively
Brewers Retail Inc
Sudbury, ON · Lively, Onta
Our success is driven by the people behind our business. Across our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings…
Added 56 mins ago
Customer Experience Lead - South Albert, Regina, Saskatchewan
Scotiabank
Regina, SK
Our Customer Experience Leads are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our customers first, and our priority is to help…
Added 1 hour ago
CB
Baker
COBS Bread
Grimsby, ON
- Full-time
…product, the development of our people, and our warm and friendly customer…
Added 1 hour ago
KB
Executive Assistant
Kent Building Supplies
Saint John, NB
- Full-time
Kent is the largest retail building supply chain in Atlantic Canada. With 48 locations and an ecommerce website, our mission is to be the best source of home improvement products through…
Added 1 hour ago
S
Optician / Retail Partner Ownership
Specsavers
Regina, SK
- Full-time
Feel supported to put people first - Build long-term customer relationships with a brand that prioritizes industry-leading care over sales targets.
Added 1 hour ago
B&
Retail Brand Experience Supervisor-SQUARE ONE SHOPPING CENTRE
Bath & Body Works
Mississauga, ON
- $22.95 USD / hour
- Full-time
…your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every…
Added 1 hour ago
FB
Assistant Store Manager
Food Basics
Ottawa, ON
- Full-time
Create a positive shopping environment by modelling and promoting excellent customer service.
Added 1 hour ago
BB
Représentant(e) des services techniques à domicile (Temps plein)) / Field Technical Service Representative (Full Time)
Best Buy Canada
Montreal, QC
- Full-time
Join us and grow your career with our retail team as a field technical service representative today!
Added 1 hour ago
CB
Baker
COBS Bread
Grimsby, ON
- Full-time
…product, the development of our people, and our warm and friendly customer…
Added 1 hour ago
N
Customer Experience Account Representative
Nutrien
Calgary, AB
- Full-time
Provide oversight of the team’s shared customer inbox, monitoring performance and trends to ensure timely, accurate, and consistent responses while identifying opportunities to improve…
Added 1 hour ago
'
Commercial Sales Training Manager
''
Toronto, ON
- Full-time
…about creating exceptional work experiences - together. With a customer-first mindset, we make doing business with McCain…

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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