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Added 5 mins ago
NA
Strategic Procurement Specialist
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Current NAIT employees are welcome to apply for this opportunity. To be considered, please submit your application through the NAIT Jobs Hub rather than the external career site.
Added 5 mins ago
SO
Director, Northern & Indigenous Health
Spirit Omega Inc.
Remote, Canada
- $128,000 to $160,000 CAD / year
- Full-time
- Remote
…partnerships and creating lasting change, we invite you to submit your resume, salary expectations, and cover…
Added 5 mins ago
QP
Cyber Security Analyst
QuadReal Property Group
Vancouver, BC
- Full-time
…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 engaged services to…
Added 5 mins ago
Senior Manager, Trading and Derivatives
Government of Alberta
AB
This is an opportunity to bring your capital markets expertise and leadership experience to a highly specialized role that supports sound financial management and helps deliver value for…
Added 5 mins ago
KE
Phase 1 Environmental Scientist/Engineer
Keystone Environmental
Burnaby, BC
- $60,000 to $62,000 CAD / year
- Contract
…importance of teamwork and adding value to the team. You can manage your time effectively and are enthusiastic, positive and focused on solutions, not problems. You have gained some…
Added 5 mins ago
R&
Administrative Assistant II
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
Added 20 mins ago
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Project Manager
Wellington-Altus
Toronto, ON
- Full-time
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are
Added 20 mins ago
S
Legal Counsel
Solink
Remote, Canada
- $116,659 to $170,000 CAD / year
- Full-time
- Remote
Our cloud-based platform integrates seamlessly with your existing cameras and systems, turning them into intelligent sensors that detect and interpret key moments. This empowers teams to…
Added 20 mins ago
ML
Casual Team Member - Offline
Maple Leaf Foods Inc.
London, ON
- Contract
Added 20 mins ago
ML
General Labour - Online
Maple Leaf Foods Inc.
London, ON
- Full-time
Added 20 mins ago
ML
Casual Team Member - online
Maple Leaf Foods Inc.
London, ON
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Added 20 mins ago
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Maple Leaf Foods Inc.
London, ON
- Contract
Added 20 mins ago
ML
Casual Team Member - online
Maple Leaf Foods Inc.
London, ON
- Contract
Added 20 mins ago
ML
Bird Hanger
Maple Leaf Foods Inc.
London, ON
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Added 20 mins ago
ML
Casual Team Member- Box forming
Maple Leaf Foods Inc.
London, ON
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Added 20 mins ago
SD
CIEABLNov2026 - Casual Indigenous Education Advocate (BL)
School District No. 91 Nechako Lakes
Vanderhoof, BC
- Full-time
Submit regular administrative reports to the school and Indigenous Education Department
Added 20 mins ago
SD
CIEAFSJNov2026 - Casual Indigenous Education Advocate (FSJ)
School District No. 91 Nechako Lakes
Fort St. James, BC
- Full-time
Submit regular administrative reports to the school and Indigenous Education Department
Added 20 mins ago
SD
CIEAVNov2026 - Casual Indigenous Education Advocate (Vhf)
School District No. 91 Nechako Lakes
Vanderhoof, BC
- Full-time
Submit regular administrative reports to the school and Indigenous Education Department
Added 20 mins ago
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CIEAFLNov2026 - Casual Indigenous Education Advocate (FL)
School District No. 91 Nechako Lakes
Fraser Lake, BC
- Full-time
Submit regular administrative reports to the school and Indigenous Education Department
Added 20 mins ago
LE
Operations Technician / Administrative Coordinator
Lighthouse Energy Group Inc.
Calgary, AB
- Full-time
Prepare, coordinate, and submit regulatory applications, notifications, and reports to provincial regulatory authorities.
Added 20 mins ago
LU
Director, Talent , Human Resources & Organizational Development
Laurentian University/Université Laurentienne
Sudbury, ON
- Temporary
Added 20 mins ago
CF
Business Development Manager
CI Financial
Calgary, AB
- Full-time
Generating referrals for your respective DVPs
Added 35 mins ago
Shift Coordinator - Markham
BelPak
Markham, ON
Please visit our web site www.BelPak.com for additional information and to determine if we are the right fit for your career
Added 35 mins ago
Manager, Payroll & Benefits
YMCA of Northeastern Ontario
Sudbury, ON · Greater Sudbury, ON
Added 35 mins ago
C
AI Transformation Lead
commonsku
Remote, Canada
- $130,000 to $160,000 CAD / year
- Full-time
- Remote
…forward, and do more, while also sharing a laugh, supporting your colleagues, and having a life outside of work. We’re also proud to be officially recognized as a Certified Great Place to…

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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