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Added 47 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Ottawa, ON · Kanata, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 47 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 47 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Montreal, QC
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 1 hour ago
Medical Device Regulatory Specialist
Corvita Biomedical
Toronto, ON
Full-time
Collect, organize, and perform completeness checks on technical, clinical, risk-management, manufacturing, and verification records.
Added 1 hour ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 1 hour ago
Early Talent Program Associate - APQR
Roche
Mississauga, ON · Canada Pharma Campus
Full-time
The Quality Process Management team drives strategic design, continuous improvement, and compliance across our Quality Management System to deliver best-in-class pharmaceutical products. As…
Added 1 hour ago
Plant Engineering & Maintenance Leader
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Support plant audits and risk-reduction activities, including coordination with FM Global and incorporation of applicable standards into capital plans and designs.
Added 1 hour ago
Senior Program Manager, Social Media Enablement
Insight Global
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$68 to $75 CAD / hour
Contract
Drive program planning, execution, governance, risk management, and stakeholder alignment
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Maîtrise de Palantir Foundry, notamment Code Repository, Pipeline Builder, Contour, Code Workbook, Monocle, Workshop et Ontology Manager.
Added 3 hours ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON · Montreal, QC · Ottawa, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 7 hours ago
Cross-disciplinary Controls Sr. Manager
Tata Consultancy Services
Toronto, ON
$100,000 to $130,000 CAD / year
Full-time
Experience: Several years’ experience in risk management, internal audit, or a senior control function within a global financial services organization.
Added 9 hours ago
Specialist - IT Product Management
Signal Corps Regimental Association
Niagara-on-the-Lake, ON
Full-time
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27…
Added 11 hours ago
Marsh Human Resources Manager (Fixed Term)
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Niagara-on-the-Lake, ON
Temporary
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27…
Added 13 hours ago
Manager, Operational Risk, GWAM
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Halifax, NS
Full-time
The Manager, Operational Risk Management, will be responsible for assisting the Head of Risk for GWAM’s North America Retail and Operations lines with their mandate to implement and execute…
Added 14 hours ago
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Toronto, ON · Vancouver, BC
Full-time
Support proposal development, project execution strategies, and risk management.
Added 21 hours ago
Project Manager
Worley
Edmonton, AB · Calgary, AB
Full-time
We are seeking a Project Manager to join our Canada West team. This role is suited for a project management professional with experience delivering small to medium-sized projects within the…
Added 1 day ago
Chief Operating Engineer (70309725)
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Wolfville, NS
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…associated distribution systems. Reporting to the System Engineering Manager, you will oversee plant operations, maintenance activities, energy management initiatives, regulatory…
Added 1 day ago
Market Leader Financial Planning
BMO
Toronto, ON
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 day ago
Financial Planner
BMO
Meaford, ON · Tara, ON
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 day ago
Chef de projet - sante et securite (SST) // Health & Safety Project Manager
Smardt
Kirkland, QC
Contract
As a global pioneer in oil-free centrifugal chiller technology with an expanding portfolio of thermal management solutions, Smardt is dedicated to delivering high-efficiency and energy-savin
Added 1 day ago
Manager, Project Procurement
Worley
Calgary, AB
Full-time
The Project Procurement Manager is responsible for implementing Procurement strategies and the execution of those strategies’ on projects. This will include a team of subcontract…
Added 1 day ago
SQS Coordinator
Worley
Calgary, AB
Full-time
Worley is a global company of energy, chemicals and resources experts headquartered in Australia. We partner with our customers to deliver projects and create value across the life of their…
Added 1 day ago
Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
Full-time
We are currently recruiting for a Senior Account Manager/ Commercial Underwriter position for Canada based in the Montreal office, QC.
Added 10 days ago
Bilingual Project Manager (Nuclear)
Calian in Space & Technology
Toronto, ON
Full-time
The Project Manager is accountable for independently leading and delivering nuclear and environmental programs from initiation through closeout. This role provides oversight across scope,…

BMO

Financial Planner

Meaford, ON, Canada
Tara, ON, Canada

Pay: $40,000.00 - $85,000.00
Job type: Full-time
Apply by: Oct 2, 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: Sep 18, 2026

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Original job description

Application Deadline:

10/01/2026

Address:

26 Sykes Street North

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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:

$40,000.00 - $85,000.00

Pay Type:

Salaried & 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 personalized investment and financial planning advice to help customers achieve their goals while driving business growth through sales and referrals. They are responsible for managing client relationships, executing business development strategies, and ensuring all activities comply with regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must 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
Risk management
Regulatory compliance
Investment strategies
Portfolio management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Products
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Risk Management
Regulatory Compliance
Sales Targets
Financial Advice
Client Acquisition
Outbound Calling
Branch Referrals
Investment Strategies
Banking Products
Stakeholder Management
Data Analysis
Customer Experience
Financial Industry

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