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Added 15 mins ago
T
Account Manager II, Business Banking
TD
Concord, ON
- Full-time
…for both credit and non-credit products/services. The Account Manager II is responsible for conducting credit analysis for own portfolio. The Account Manager II will develop the initial…
Added 15 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Added 44 mins ago
FI
Territory Sales Manager
Formations Inc.
Winnipeg, MB
- Full-time
…foundation of sustainable growth. We are looking for a motivated, relationship-driven Territory Sales Manager (TSM) to join our Winnipeg team and help expand our market…
Added 44 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
As a Territory Sales Rep (TSR) for Keurig Dr Pepper Canada (KDP), you will be responsible for managing assigned stores within the province of Manitoba. Reporting into the Western Regional…
Added 59 mins ago
S
Home Health Care - Specialist Rehab Product
Sobeys
St. John's, NL
- Full-time
Develop strong working relationships with Occupational Therapists, nursing and other allied healthcare professionals in territory
Added 59 mins ago
RE
Territory Sales Representative- Kubota
Robert's Equipment
Meaford, ON
- Full-time
Identifying new opportunities and growing your territory
Added 59 mins ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…contact for the group of physician clinics/offices within that territory. The Patient Care Specialist will work collaboratively with other Patient Care Specialists and a Case Manager/Field…
Added 59 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
As a Territory Sales Rep (TSR) for Keurig Dr Pepper Canada (KDP), you will be responsible for managing assigned stores within the province of Alberta. Reporting into the Western Regional…
Added 1 hour ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- Part-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
Added 1 hour ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…with at least 5 years experience in a combination, and / or Manager Commercial Credit roles in a banking environment. You have well developed analytical, relationship management, credit…
Added 1 hour ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 1 hour ago
TS
Registered Nurse-Agape Hospice
The Salvation Army Canada and Bermuda Territory
Calgary, AB
- Part-time
Added 1 hour ago
L
Strategic Account Manager - Packaged Gases
Linde
Brampton, ON
- Full-time
Strategic Account Manager - Packaged Gases (temps plein)
Added 1 hour ago
DI
Aerospace Account Manager - Toronto
Dodge Industrial
Toronto, ON
- Full-time
Own and grow a strategic territory serving leading aerospace and defense manufacturers.
Added 1 hour ago
Account Manager
ACCO Brands
Mississauga, ON
We are seeking an experienced Account Manager to join our GBC business unit of ACCO Brands, the premier supplier of Print Finishing Solution supplies and equipment, in the Montreal, Quebec…
Added 1 hour ago
Business Development Manager, Road
DSV
Vancouver, BC
Job Posting Title: Business Development Manager, Road
Added 1 hour ago
Retail Territory Sales Representative - Barrie South
Molson Coors
Barrie, ON
In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager,…
Added 2 hours ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 2 hours ago
T
Personal Banking Associate
TD
Dauphin, MB
- Full-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 2 hours ago
T
Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
Added 2 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Added 2 hours ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 2 hours ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Territory Sales Representative – Lethbridge, AB

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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