ontario part time financial advisor Jobs – 73 Openings This Week

Financial Planner
BMO Financial —Kingston, ON
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
4d
Financial Planner
BMO Financial —Toronto, ON
- $45,500–$84,500 a year
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
4d
Senior Trust Officer, BMO Trust Company
BMO Financial Group —Toronto, ON
- $86,000–$160,000 a year
- Full-time
- Finance
- Administrative experience
- Analysis skills
- Tuition reimbursement
- Life insurance
4d
Business Development Manager - Southwestern Ontario
BMO Financial Group —Ontario
- $49,700–$91,700 a year
- Full-time
- Remote
- Sales
- Analysis skills
- Business
- Tuition reimbursement
- Life insurance
1d
Investment Advisor, BMO Nesbitt Burns
BMO Financial Group —Toronto, ON
- Full-time
- Sales
- Communication skills
- Tuition reimbursement
- Life insurance
Trust Associate, BMO Trust Company
BMO Financial Group —Toronto, ON
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Travel
- Business
- Tuition reimbursement
- Life insurance
3d
Retail Store Associate (Investment Brokerage) - Part Time - Bloor Street
moomoo —Toronto, ON
- Weekends as needed
- Bilingual
- CRM software
- Customer service
Quick apply
Associate Investment Counsellor
BMO Financial Group —Ottawa, ON
- $56,000–$103,500 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
4d
Life Insurance Advisor
Gujarat Insurance Corporation —Scarborough, ON
- $34,540.20–$81,808.23 a year
- Part-time
- Hybrid work
- Bilingual
- Spanish
- Sales
- Flexible schedule
Quick apply
9d
Insurance and Investment Advisor
VFG Financial Group —Mississauga, ON
- Full-time
- Sales
- No experience needed
Quick apply
Retail Store Associate - Client Acquisition Specialist (Full Time/Part Time)
moomoo —Toronto, ON
- Weekends as needed
- CRM software
- English
- Bachelor's
Quick apply
Wealth Planning Consultant
BMO Financial Group —Toronto, ON
- $67,400–$117,400 a year
- Full-time
- Sales
- Master's degree
- Analysis skills
- Tuition reimbursement
- Life insurance
Financial Planner
BMO Financial —Hamilton, ON
- $45,500–$84,500 a year
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
2h
Personal Banker
BMO Financial Group —Cobourg, ON
- $36,600–$67,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
3h

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Financial Planner
BMO Financial Group —Toronto, ON
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$45,500–$84,500 a year
7d
Personal Banker
BMO Financial Group —Lindsay, ON
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$36,600–$67,500 a year
2d

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Financial Planner

BMO Financial -
Kingston, ON

Apply Now

Job details

4 days ago

Qualifications

Post-secondary education
Analysis skills
Business
Communication skills

Full job description

Application Deadline:

06/05/2026

Address:

945 Gardiners Road

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.

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.

Apply Now

Refine Your Search

part time financial advisor jobs in ontario

Financial Planner

Financial Planner

Senior Trust Officer, BMO Trust Company

Business Development Manager - Southwestern Ontario

Investment Advisor, BMO Nesbitt Burns

Trust Associate, BMO Trust Company

Retail Store Associate (Investment Brokerage) - Part Time - Bloor Street

Associate Investment Counsellor

Life Insurance Advisor

Insurance and Investment Advisor

Retail Store Associate - Client Acquisition Specialist (Full Time/Part Time)

Wealth Planning Consultant

Financial Planner

Personal Banker

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