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Added 11 mins ago
R
Business Analyst
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Business Analyst on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader.…
Added 11 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
…sales organization across Foodservice, QSR, Key Accounts, and Retail channels. Reporting to the Senior Director, Strategy & Execution – Foodservice, this individual contributor role sits at…
Added 11 mins ago
SC
Wireless Sales Supervisor
Staples Canada
Pickering, ON
- Full-time
We are building an inclusive and diverse team
Added 11 mins ago
SI
Wireless Sales Supervisor
Staples Inc.
Mississauga, ON
- Full-time
We are building an inclusive and diverse team
Added 11 mins ago
SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
…business before transition of account to the account management…
Added 11 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Williams Lake, BC
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
Added 11 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Vaughan, ON
- Part-time
Join us and grow your career with our retail team as a retail sales associate.
Added 11 mins ago
JS
Back of House Manager
JD Sports Canada
Winnipeg, MB
- Full-time
We are seeking a highly organized, detail-oriented, and performance-driven Back of House Manager to lead all stockroom and back-of-house operations in a fast-paced, lifestyle and…
Added 11 mins ago
P
Retail Customer Service Lead
PetSmart
Winnipeg, MB
- Full-time
Our associates are the heart of Team PetSmart. Together, we're building the best team in retail through our values-based culture, connection, and teamwork. Our goal is to create a culture…
Added 11 mins ago
CG
Food Service Supervisor
Compass Group Canada
Orillia, ON
- Full-time
…rewards offerings will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role. Please note that artificial…
Added 11 mins ago
TH
Lead Sales Associate - Full-Time
Tommy Hilfiger
Niagara-on-the-Lake, ON
- Full-time
SUMMARY: The Lead Associate's primary function is to sell and promote Tommy Hilfiger merchandise through execution of the TH Customer Service Standards. The Lead Associate has cash…
Added 12 mins ago
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(CAN) Overnight Assistant Manager
Walmart
New Glasgow, NS
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 12 mins ago
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
…people focused looking for exciting opportunities in eye care or…
Added 12 mins ago
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
EssilorLuxottica Group
ON · Toronto, ON
…people focused looking for exciting opportunities in eye care or…
Added 12 mins ago
LC
Business Development Sr. Manager-Warehouse as a Service
Loblaw Companies Limited
Brampton, ON
- Full-time
…connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact…
Added 12 mins ago
LC
Manager, Supply Chain Systems
Loblaw Companies Limited
Brampton, ON
- Full-time
As Manager, Supply Chain Systems, you will lead a team of Senior Systems Analysts and play a key role in the continued deployment of Manhattan WMS Active across our distribution centre (DC)…
Added 12 mins ago
LC
Grocery Assistant Department Manager Full Time Day
Loblaw Companies Limited
Antigonish, NS
- Full-time
Lead, mentor and empower team members to improve efficiency, engagement, and retention
Added 27 mins ago
EM
Automotive Detailer - Car Washer - Ajax
Enterprise Mobility
Ajax, ON
- $18.25 CAD / hour
- Full-time
Enterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer. This position pays $18.25 / hour and is located at 355 BAYLY ST W AJAX,…
Added 27 mins ago
FB
Produce Supervisor I
Farm Boy Inc.
Ottawa, ON
- From $18.4 CAD / hour
- Full-time
You’ll help lead the delivery of the welcoming shopping experience Farm Boy is known for by combining hands-on supervision with exceptional customer service. Through supportive leadership,…
Added 27 mins ago
PC
Lead Guest Services Team Member
Pilot Company
Sault Ste. Marie, ON
- Full-time
Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 43 states and six Canadian provinces. Our…
Added 41 mins ago
I
Sales Co-worker
IKEA
Winnipeg, MB
- Part-time
Whether you've been a Key Holder, Coordinator, Team Lead, or have demonstrated leadership through coaching and mentoring others, we'd love to hear from you.
Added 41 mins ago
P
Part-Time Sales Lead
Pandora
North Bay, ON
- Part-time
Role Description The Part-Time Sales Lead at Pandora in North Bay, ON is an on-site role responsible for supporting daily store operations and delivering an engaging customer experience.…
Added 42 mins ago
TB
Key Holder
Tory Burch
Toronto, ON · Sherway Gardens, Canada
- Full-time
When you join us, you’re joining a purpose-led company on an exciting growth journey with the best Retail Team in the industry.
Added 42 mins ago
C
Full-Time Sales Lead - Stuart Weitzman
Caleres
Halton Hills, ON
- Full-time
…corners of the globe through an array of websites, boutiques, and retail…
Added 42 mins ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
We are currently seeking a motivated and outgoing Territory Sales Representative to join our Alberta team.

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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