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Added 3 days ago
Retail Sales Associate - Full-time/Part-time Contract
Steff Eleoff
Toronto, ON
Full-time · Part-time
You are the brand on the floor. This is a contract retail role starting October 2-29, then November 12-December 12. You'll sell a 50-piece assortment that spans our FW26 collection, tech…
Added 1 month ago
Retail Sales Associate (Part-Time, Contract)
Vancouver Aquarium
Vancouver, BC
Part-time
…support at the Vancouver Aquarium retail and photo locations. The Sales Associates’ focus is to generate sales by assisting customers on the sales floor, suggest products that meet the…
Added 2 months ago
Omnichannel Sports Sales Advisor (part time-fixed contract)
Decathlon
Burnaby, BC
$19.75 to $21.75 CAD / hour
Part-time
Time for yourself (holidays, personal days, and flexible hours).
Added 8 days ago
Sales Administrator (9-month, part-time contract)
Canon Canada
Montreal, QC
Bilingual Sales Administrator (9-month contract, part-time)
Added 2 days ago
Retail Team Member PT - Westview
Goodwill Industries of Alberta
Edmonton, AB
Part-time
Job Type: Temporary 4-month Contract, Part-time, Hourly (up to 24.5 hours per week)
Added 1 month ago
PepsiCo Beverages Part Time Merchandiser - 6 Month Contract
PepsiCo
Fraserville, ON
Part-time · Temporary
Working collaboratively with the Account Sales Representatives and Delivery teams to provide top quality servicing of all Pepsi accounts
Added 11 days ago
Sales Support Associate (15M Contract)
The Canada Life Assurance Company
Toronto, ON
Understanding the end-to-end sales process and how each part of the process impacts the next
Added 11 days ago
Retail Team Lead, Kildonan Place
Purdys Chocolatier
Winnipeg, MB
…will come from your ability to engage with customers, drive sales, and work in a team…
Added 4 hours ago
Showhome Sales Associate
Twenty First Century Homes
Calgary, AB
Full-time
Job Types: Full-time, Fixed term contract, Seasonal
Added 4 hours ago
Account Director, Renewals & Growth
Info-Tech Research Group
Toronto, ON · London, ON
Full-time
This particular role can be performed remotely from within Canada. Remote does not mean working alone. You will be part of an engaged sales team with regular opportunities to collaborate,…
Added 7 hours ago
Sales Director - Life & Annuity Insurance, Canada
DXC Technology
ON · CAN ON Home based (CSC Location)
Full-time
Sales Director, Life and Annuity Insurance, Canada
Added 8 hours ago
Customer Service Specialist - 6 months contract
Manufacturing Job Site
Regina, SK
Contract
…is the place for you. Ready to roll up your sleeves and be part of something bigger? We’d love to meet you. Join us and help shape the future of construction, one delivery at a…
Added 8 hours ago
Packaging Development & Engineering Manager
Manufacturing Job Site
Markdale, ON
Full-time
…Working cross-functionally with Operations, Quality, Procurement, Sales, Marketing, and external suppliers, the successful candidate will lead packaging initiatives from concept through…
Added 8 hours ago
Seasonal Customer Experience Representative
Indigo Books & Music
Ottawa, ON
$17.6 CAD / hour
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 11 hours ago
Contract Inside Sales Representative
Performance Food Group
Milton, ON
Contract
Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the convenience retail…
Added 17 hours ago
Operations Expert, Bridgewater
Jobbe
Bridgewater, NS
Full-time
Competitive hourly wage plus full benefits package, even for part time employees
Added 17 hours ago
Account Manager
Jobbe
Dartmouth, NS
Full-time
Grand & Toy Dartmouth, Nova Scotia, Canada Full-time 1 day ago
Added 17 hours ago
Financial Planner
BMO
Toronto, ON
Full-time
…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…
Added 17 hours ago
Financial Planner
BMO
Toronto, ON
Full-time
…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…
Added 17 hours ago
Market Leader Financial Planning
BMO
Toronto, ON
Full-time
…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…
Added 17 hours ago
Financial Planner
BMO
Meaford, ON · Tara, ON
Full-time
…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…
Added 19 days ago
Sales Executive
Delta Hotels and Resorts®
Sherbrooke, QC
Contract
Handles customer inquires and acts as the on-property liaison for group sales within the pre-defined peak room parameters for Property Sales. Contracts and closes group business in addition…
Added 1 month ago
Front Desk Administrator
Key West Ford Sales
New Westminster, BC
Part-time
Key West Ford is looking to add a part-time front desk administrator to our team.
Added 1 day ago
Resident Manager
Boardwalk
London, ON
Full-time
…people find their perfect home. Customer Service is an integral part of our Company Values and we are looking for individuals who are passionate about the same. If you have previous…
Added 1 day ago
Customer Experience Representative - Seasonal
Indigo Books & Music
Winnipeg, MB
Part-time
Ability to be mobile on the sales floor for extended periods of time

BMO

Financial Planner

Toronto, ON, Canada

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:

1900 Eglinton Avenue 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 planning and advice to help customers achieve their financial goals while identifying new business opportunities. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with regulatory and ethical standards.

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
Influence
Strategic advice
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
Sales Targets
Customer Experience
Financial Advice
Regulatory Compliance
Strategic Planning
Data Analysis
Outbound Calling
Branch Referrals
Investment Strategies
Financial Industry
Portfolio Management

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