Financial Planner

4 weeks ago

Toronto, Ontario, Canada BMO Financial Full time

Application Deadline:

06/20/2025

Address:

100 King Street West

Job Family Group:

Retail Banking Sales & Service

We are currently hiring Financial Planners for various locations in the Greater Toronto Region.

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:

$44,500.00 - $82,500.00

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.

  • Financial Planner

    5 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline:04/17/2025Address:2083 Danforth AvenueJob Family Group:Retail Banking Sales & ServiceJoin 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....

  • Financial Planner

    3 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline:04/22/2025Address:5140 Yonge Street, Unit 101Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline: 03/30/2025 Address: 518 Danforth Avenue Job Family Group: Retail Banking Sales & ServiceJoin 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....

  • Financial Planner

    5 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline:05/06/2025Address:1571 Sandhurst Circle Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Financial Planner

    7 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline:04/17/2025Address:2083 Danforth Avenue Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Financial Planner

    6 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Application Deadline:04/17/2025Address:55 Bloor Street West Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Application Deadline:04/03/2025Address:2301 Brimley RoadJob Family Group:Retail Banking Sales & ServiceJoin 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...

  • Remote: Account Executive

    1 week ago

    Toronto, Ontario, Canada eState Planner Full time

    The ideal candidate will possess strong sales, interpersonal and organizational skills. Track and record metrics throughout sales process Bachelor's degree 2-3 years of business experience Proficiency in Microsoft Office Ability to harness financial data to inform decisions About eState Planner At eState Planner, our goal is to improve estate planning...

  • Certified Financial Planner professional

    4 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's financial...

  • Certified Financial Planner professional

    4 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's financial...

  • Account Executive

    7 hours ago

    Toronto, Ontario, Canada eState Planner Full time

    The ideal candidate will possess strong sales, interpersonal and organizational skills. They should be comfortable with multitasking and be able to budget their resources in order to meet the assigned quotas for their role. ResponsibilitiesBuild and maintain client relationshipsTrack and record metrics throughout sales processMeet and exceed financial...

  • Certified Financial Planner professional

    4 weeks ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's financial...

  • CFP Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Options Consulting Solutions Full time

    Financial PlannersFinancial Services IndustryToronto, OnSalary $100,000Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...

  • Financial Planner

    1 day ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    About the RoleWe are seeking a talented Financial Planner to join our team. As a key member of our organization, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesProvides personalized financial and investment planning advice to clients.Determines client needs and provides tailored solutions through the...

  • Strategic Financial Planner

    4 days ago

    Toronto, Ontario, Canada Kohl & Frisch Limited Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Planner to join our team at Kohl & Frisch Limited. As a key member of the Financial Planning department, you will be responsible for developing and implementing comprehensive financial plans that drive business growth and success.

  • Strategic Financial Planner

    1 week ago

    Toronto, Ontario, Canada Sinai Health System Full time

    Sinai Health System is a full affiliate of the University of Toronto and a leading healthcare provider that delivers excellent care in hospital, community, and home settings. We are currently seeking a Strategic Financial Planner to join our team.Job DescriptionThe Strategic Financial Planner will be responsible for developing and implementing strategic...

  • Certified Financial Planner Specialist

    2 weeks ago

    Toronto, Ontario, Canada Fonction publique de l'Ontario Full time

    About the Position: The Fonction publique de l'Ontario is seeking a Certified Financial Planner Specialist to join its team as a Financial Planner. In this role, you will help OPGT clients with their financial planning needs by providing professional advice.Key Responsibilities:Develop complex financial plans and investment proposals for individual...

  • Financial Planner

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team).As an Financial Planner, you will focus on...

  • Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Planner with Scotiabank, you will be a key member of our team responsible for delivering trusted financial advice to customers regarding complex investment and retirement planning. Your primary role is to establish and deepen relationships with existing assigned customers, as well as customers referred by branch partners.

  • Financial Planner

    19 hours ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    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...