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Added 2 mins ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
Working with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them
Added 2 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 2 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 2 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
- Contract
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
ON · Ontario, Canada
- Contract
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 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 2 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 2 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Toronto, ON · Greater Toronto Area, Canada
- Temporary
Must exercise independent judgment and discretion partnering with Store Sales Manager and/or Assistant Managers, as needed
Added 2 mins ago
CC
Specialist, Manufacturing Procurement
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 2 mins ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Mississauga, ON
- $17.95 to $20.65 CAD / hour
- Part-time
Must exercise independent judgment and discretion partnering with Store Sales Manager as needed
Added 2 mins ago
E
Customer Account Manager
EconoLease
Toronto, ON · Scarborough, ON
- $65,000 to $80,000 CAD / year
- Full-time
The Customer Account Manager is responsible for converting partner-introduced opportunities into successful customer outcomes. This role owns the end-to-end customer journey, from initial…
Added 2 mins ago
CC
Night Supervisor, Manufacturing
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 2 mins ago
BA
SERVICE DETAILER
Birchwood Automotive Group
Steinbach, MB
- Full-time
Reporting Relationship: This position reports directly to the Assistant Service Manager.
Added 2 mins ago
BA
PARTS CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Parts Manager.
Added 2 mins ago
BA
HAIL CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Hail Centre Manager.
Added 2 mins ago
WI
Insurance Advisor, Online Auto Services
Westland Insurance Group Ltd.
Surrey, BC
- Full-time
…assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and…
Added 2 mins ago
BA
COLLISION CONSULTANT
Birchwood Automotive Group
Headingley, MB
- Full-time
Reporting Relationship: This position reports directly to the Production Manager
Added 3 mins ago
H
Marketing Specialist
HockeyStickMan
Concord, ON
- Full-time
● Collaborate with the Marketing Manager on paid social campaigns, including creative development, campaign setup, performance monitoring, testing, and optimization.
Added 3 mins ago
E
Customer Account Manager
EconoLease
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
The Customer Account Manager is responsible for converting partner-introduced opportunities into successful customer outcomes. This role owns the end-to-end customer journey, from initial…
Added 3 mins ago
SH
Sales and Events Coordinator | Contract | The Westley Calgary
Silver Hotel Group
Calgary, AB
- Contract
Reporting to the General Manager and Director of Sales & Marketing, the Sales & Events Coordinator:
Added 3 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 3 mins ago
BS
General Manager
Blue Shock Executive Search
Calgary, AB
- $65,000 to $80,000 CAD / year
- Full-time
We’re looking for a strong, experienced General Manager to lead a high-volume, full-service restaurant with an established hospitality brand operating multiple locations across Canada and…
Added 3 mins ago
HR
Safety Trainer - North Alberta
Herc Rentals
Edmonton, AB
- Full-time
Under the primary direction of the Safety Training Manager, and secondary direction of the Senior Safety Training Manager, the Regional Safety Trainer performs a wide range of activities…
Added 3 mins ago
RP
Senior Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our client is seeking a Senior Manager to provide leadership, advisory expertise, and strategic guidance to a diverse portfolio of business clients. This role is responsible for overseeing…
Added 3 mins ago
Assistant Manager, Structured Finance - Settlements & Clearing (GWO)
Scotiabank
Toronto, ON
…with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…

BMO

Financial Planner

Hawkesbury, ON, Canada

Full-time

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Applications open in a new tab.

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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