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Added 9 mins ago
General Manager
ASSA ABLOY
Winnipeg, MB
Lead all business operations related to the design, manufacturing, sales, installation, and service of commercial and industrial perimeter security solutions across North America
Added 9 mins ago
Production Supervisor - Afternoon Shift
ASSA ABLOY
ON · Woodbridge, ON
…Woodbridge, Ontario manufacturing facility. In this role, you’ll lead operations within the Door Department during the afternoon shift and support our commitment to safety, quality, and…
Added 9 mins ago
YO
Early Childhood Assistant
YMCA of Greater Toronto
Bolton, ON
- Full-time
The YMCA of Greater Toronto is a charity that ignites the potential in people, helping them grow, lead, and give back to their communities. We are committed to helping our employees reach…
Added 9 mins ago
Bilingual Senior Specialist, Security Applications (AppSec)
CMHC - SCHL
Ottawa, ON · Toronto, ON · Montreal, QC
Lead and evolve the enterprise Application Security framework, ensuring security requirements are embedded throughout the software development lifecycle and become a core part of how…
Added 9 mins ago
CS
Supervisor, Response Team
Calgary Stampeder Football Club
Calgary, AB
- Part-time
Lead, mentor, and support Event Security Agents and Fan Experience Hosts, ensuring they are prepared, confident, and equipped to perform their duties professionally and efficiently.
Added 9 mins ago
LC
Senior Engineer, Application Security
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…the AppSec team, leading our strategic shift hard-left toward developer-embedded security and Secure by Design operationalization. You will design, build, and scale state-of-the-art AppSec…
Added 9 mins ago
FH
Manager Patient Access & Community Transition - Eagle Ridge Hospital
Fraser Health
BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
- Part-time
…Hospital in Port Moody, B.C! This is an exciting opportunity to lead the PACT team as well as Allied Health professions such as Physiotherapy, Occupational therapy, Speech Language Therapy,…
Added 9 mins ago
HR
Director Professional Practice
Humber River Health
Toronto, ON · GTA, ON
- Other
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Added 9 mins ago
SI
General Manager
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Toronto, ON · Etobicoke, ON
- Other
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Added 9 mins ago
SJ
Manager, Employee & Labour Relations (Non-Acute)
St. Joseph's Healthcare Hamilton
Brantford, ON · Guelph, ON · Hamilton, ON · St Josephs Health Centre Guelph
- Full-time
Lead grievance management, human rights matters, and complex labour disputes, ensuring timely, cost‑effective, and defensible outcomes.
Added 9 mins ago
UH
Junior Coordinator, Mass Marketing
University Health Network
Toronto, ON
- Contract
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Added 9 mins ago
O&
Operations Manager - Offsite Catering & Events
Oliver & Bonacini
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Lead onsite Event Manager and Server team for setup, execution and tear down of the event
Added 9 mins ago
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Customer Experience Leader
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Milton, ON
- $18.95 to $23.25 CAD / hour
- Full-time
The Customer Experience Leader is the execution lead of all customer programs and results. This position role models and coaches to create a high-performance, customer-focused environment…
Added 9 mins ago
PP
Procurement Lead - Indirect Procurement
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- Full-time
The Procurement Lead – Indirect Procurement is responsible for sourcing and managing non-material spend categories including MRO, capital equipment, engineering and facility services,…
Added 9 mins ago
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- $130,000 to $170,000 CAD / year
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Lead in preparing and maintaining project schedules.
Added 9 mins ago
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Added 9 mins ago
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Lead and support proposals and business development efforts.
Added 10 mins ago
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Added 22 mins ago
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- From $41 CAD / hour
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Added 23 mins ago
TC
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Added 23 mins ago
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Added 23 mins ago
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Lead the planning and execution of industry trade shows and customer events, ensuring a consistent and professional brand presence through effective logistics, asset management, promotional…
Added 23 mins ago
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- $130,000 to $150,000 CAD / year
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…an experienced and product-focused Hardware Engineering Team Lead to lead our dynamic hardware development team. This critical role offers the opportunity to shape the development of low…
Added 23 mins ago
P&
Team Lead, Business Application Solutions Support
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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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