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Added 27 mins ago
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Vice President, Human Resources
Napoleon
Barrie, ON
- Full-time
The Vice President, Human Resources serves as a trusted advisor to the President, Executive Leadership Team, and ownership, providing strategic leadership across organizational design,…
Added 1 hour ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Chief Analyst Financial Performance
National Bank of Canada
Montreal, QC
- Full-time
Act as an expert advisor to the Finance partner and the supported business line, actively advising them on opportunities to improve processes and profitability drivers
Added 1 hour ago
NB
Senior Legal Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior legal advisor in the Personal Banking and Intellectual Property team, Projects Sector within the Legal Affairs at National Bank means acting as a specialist in banking…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Ottawa, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 hour ago
NB
Senior Manager Onboarding
National Bank of Canada
Toronto, ON
- Full-time
You serve as a trusted advisor and key relationship lead to clients, portfolio managers, internal partners and operational teams, leading complex integration mandates and coordinating…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
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Director, Procurement
CI Financial
Toronto, ON
- Full-time
Act as a trusted advisor to business leaders on vendor strategy, commercial considerations, and supplier decisions.
Added 2 hours ago
Emergency Road Service Advisor (Manitoba)
CAA Club Group
Mossey River, MB
Continuous learning through our robust corporate curriculum and education reimbursement program,
Added 4 hours ago
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Open Jobs Beauty Advisor - Part Time
Jobbe
Fredericton, NB
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 4 hours ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) - Clé de Peau / Specialist, Designated Beauty Advisor (DBA) - Clé de Peau
Holt Renfrew
Montreal, QC
- Full-time
…health & dental benefits, tuition assistance, and continuous learning and…
Added 7 hours ago
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Beauty Advisor - Full Time
Sephora
London, ON
- $19.2 to $22.6 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
HI
Personal Insurance Advisor
HUB International
Edson, AB
- Full-time
As a Personal Insurance Advisor at HUB, you are the first point of contact for clients looking to protect what matters most to them – their home, their vehicle, and everything in between.…
Added 10 hours ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Fountain Tire Roper Road, an established automotive repair shop, is looking for a friendly and dedicated individual to join our team as a Service Advisor!
Added 12 hours ago
ME
Retail Store Associate (Flex)
Mountain Equipment Company
Ottawa, ON
- $19.18 to $19.89 CAD / hour
As a Flexible Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 12 hours ago
Retail Store Advisor (Flex)
Mountain Equipment Company
Moncton, NB
As a Flexible Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 13 hours ago
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Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · North Bay, ON · London, ON · Toronto, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Waterloo, ON · Perth, ON · St. Catharines, ON · Mont-Royal, QC · Montreal, QC · Brossard, QC · Joliette, QC · Terrebonne, QC · Quebec, QC · Saint-Eustache, QC · Swift Current, SK · Regina, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Burnaby, BC · Vancouver, BC · Quesnel, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Kanata, Ontario · Edmonton, Alberta · Langley, British Columbia · Mount Royal, Quebec · Saint-Laurent, Quebec
- Full-time
Stakeholder leadership & partnership: Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 14 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 15 hours ago
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Beauty Advisor - Flex
sephora.com
Toronto, ON
- $18.2 to $21.4 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 15 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Calgary, AB
- $17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 16 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
…From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work…
Added 16 hours ago
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PIA Client Service Associate
TD
Montreal, QC
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 16 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
As a trusted advisor, the Associate Director develops deep client relationships, delivers deposit, treasury, operational banking and credit solutions, and partners across TD to support…

BMO

Market Leader Financial Planning

Toronto, ON, Canada

$85,500.00 - $185,000.00 · Full-time

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Job details

Pay: $85,500.00 - $185,000.00
Job type: Full-time
Apply by: Oct 15, 2026
Experience: Typically between 7-10 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: Oct 1, 2026

Original job description

Application Deadline:

10/14/2026

Address:

2454 Yonge Street

Job Family Group:

Retail Banking Sales & Service

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.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
Oversees the implementation and delivery of business development strategies and sales initiatives.
Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.
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.
Ensures the execution of relationship management activities to deliver exceptional customer experiences.
Resolves or escalates issues to meet customer expectations in a timely manner.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Helps determine business priorities and best sequence for execution of business / group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as the prime subject matter expert for internal/external stakeholders.
Monitors and tracks performance, and addresses any issues.
Executes change management plans effectively to ensure focus on delivering business results.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
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.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
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 7-10 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.
Expert business development experience with successful track record.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$85,500.00 - $185,000.00

Pay Type:

Salaried

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

Provides financial and investment planning advice to deliver solutions in the best interests of customers while fostering a culture aligned with BMO's values. Oversees business development strategies, manages team performance, and builds relationships to grow the assigned portfolio.

Requirements

Requires 7-10 years of relevant experience and a post-secondary degree in a related field. Must meet regulatory licensing and registration requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Business development
Sales
Relationship management
Strategic planning
Team leadership
Coaching
Regulatory compliance
Risk management
Analytical skills
Problem solving
Communication skills
Data driven decision making
Change management

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

Retail Banking
Financial Planning
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Sales Initiatives
Relationship Management
Risk Management Framework
Change Management
Strategic Analysis
Portfolio Management
Customer Experience
Regulatory Compliance
Financial Advisor
Market Leader
Team Coaching
Performance Tracking
Outbound Calling
Referral Sources

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