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Added 11 mins ago
Pharmacist
CareRx
Victoria, BC
CareRx is looking for a Pharmacist to join our Victoria team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Burnaby, BC
CareRx is looking for a Pharmacist to join our Burnaby team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Edmonton, AB
…team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all prescriptions are dispensed accurately and safely while providing…
Added 11 mins ago
Pharmacist - Signing Bonus Available
CareRx
Victoria, BC
CareRx is looking for a Pharmacist to join our Victoria team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Lethbridge, AB
CareRx is looking for a Pharmacist to join our Lethbridge team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Lethbridge, AB
CareRx is looking for a Pharmacist to join our Lethbridge team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Edmonton, AB
CareRx is looking for a Pharmacist to join our Edmonton team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Pharmacist
CareRx
Oakville, ON
CareRx is looking for a Pharmacist to join our Oakville team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
Housekeeping Leader
Wickaninnish Inn
Tofino, BC
…actions of the housekeeping team. You will work as a “hands on manager” assisting the team as they strive to meet or exceed guest…
Added 11 mins ago
Front Office Supervisor
Wickaninnish Inn
Tofino, BC
Support and assist the Front Office Manager as they are responsible and accountable for the actions of all Front Office Team Members. Work as a “hands-on” supervisor assisting the team as…
Added 11 mins ago
Sommelier
Wickaninnish Inn
Tofino, BC
Support the service team and floor manager while on shift.
Added 11 mins ago
Assistant Restaurant Manager
Wickaninnish Inn
Tofino, BC
Join our Restaurant Team as an Assistant Restaurant Manager, where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four…
Added 11 mins ago
Assistant Spa Manager
Wickaninnish Inn
Tofino, BC
Join our Spa Team as an Assistant Spa Manager where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and…
Added 11 mins ago
Pharmacist
CareRx
Regina, SK
CareRx is looking for a Pharmacist to join our Regina team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all prescriptions…
Added 11 mins ago
Pharmacist
CareRx
Calgary, AB
CareRx is looking for a Pharmacist to join our Calgary team. Under the general direction of the designated Pharmacy Manager, the Pharmacist is responsible for ensuring that all…
Added 11 mins ago
18 Month Contract People & Culture - Human Resources Business Partner
Laurentis Energy Partners
Oakville, ON
Reporting to the Manager, HRBP, the HR Business Partner provides ongoing consultation and support to Business Leaders on how to drive business strategy and results through the optimization…
Added 11 mins ago
Customer Care Representative
CareRx
Oakville, ON
…Retirement Communities. Under the direction of the Customer Care Manager, the Customer Care Representative is responsible for ensuring that exceptional customer care is provided to all…
Added 11 mins ago
TO
Philanthropy Operations Associate
The Ottawa Hospital Foundation
Ottawa, ON
- Full-time
…contribution to our team and the donor experience.” - Megan Racicot, Manager, Donor Recognition &…
Added 11 mins ago
CI
Claims Specialist
Cowan Insurance Group
Hamilton, ON · Brantford, ON · Cambridge, ON
- Full-time
This role is reporting to the Manager, Claims. In this role, you will guide clients through the claims process, advocate on their behalf, and work closely with insurers, adjusters and other…
Added 25 mins ago
FD
Billing Coordinator - Acton, ON - Fulltime, Permanent
Fraser Direct
Acton, ON
- Full-time
Follow up on outstanding accounts and support daily collections.
Added 25 mins ago
FD
Client Service Advisor – Full-time, Permanent – Acton, ON
Fraser Direct
Acton, ON
- Full-time
You have the independence to handle many situations yourself, along with the judgment to know when an issue needs support from a more senior team member. You also see the bigger picture and…
Added 25 mins ago
FD
Client Service Coordinator – Full-time, Permanent – Acton, ON
Fraser Direct
Acton, ON
- Full-time
Recognize when a request needs additional support, escalate it promptly, and make sure it reaches the right person.
Added 25 mins ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Shelburne, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 56 mins ago
MI
Fund Accounting Manager- Private Markets
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
…and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the…
Added 1 hour ago
NM
Corporate Precision Agriculture Manager
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Reporting to the General Manager, you will lead the development and implementation of integrated solutions across the organization to improve connectivity, strengthen the customer…

BMO

Planificateur Financier

Hawkesbury, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 22, 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: Oct 8, 2026

Original job description

Application Deadline:

10/21/2026

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.
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:

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 personalized investment and financial planning advice to help customers achieve their goals while proactively growing the branch's business. They are responsible for managing client relationships, identifying new opportunities, and executing sales strategies to meet performance targets.

Requirements

Candidates typically require 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
Customer service
Needs-based assessment
Analytical skills
Problem solving
Communication skills
Collaboration
Influence
Risk management
Financial advisory

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
Outbound Calling
Relationship Management
Risk Management Framework
Financial Advisory
Customer Experience
Strategic Advice
Portfolio Management
Sales Targets
Regulatory Compliance

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