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Added 6 mins ago
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Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Lead pre-deployment testing and quality control of data collection procedures.
Added 6 mins ago
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Assistant Store Leader (People) - The Domain
SKIMS
Domain, MB
- Full-time
…Leader to build a high-performing, inclusive team culture and lead all people-related responsibilities from talent acquisition and onboarding to development, performance, and employee…
Added 6 mins ago
HR
Technical Specialist, Quality Assurance
Hitachi Rail
Burnaby, BC
- Full-time
Certifications: American Society of Quality (ASQ) Certification (CQE, CQA...) , ISO 9001 Lead Auditor
Added 6 mins ago
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Postdoctoral Fellow
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Our laboratory, lead by Dr. Stella Daskalopoulou, conducts highly translational cardiovascular research, connecting patient-based clinical studies and deeply phenotyped biobanks with…
Added 6 mins ago
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Store Manager - Convenience
Morrisons
Hamilton, ON
- Full-time
…and local communities being your number one priority. You'll lead your team to ensure the store is a great place for people to work and…
Added 6 mins ago
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Store Manager - Convenience
Morrisons
Halkirk, AB
- Full-time
Are you a natural shopkeeper with a passion for customer service? At Morrisons Daily, we are looking for an entrepreneurial Store Manager to lead one of our busy local stores.
Added 6 mins ago
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Talent Acquisition Advisor - Skilled Trades
Cascades
Toronto, ON
- Full-time
Lead the full recruitment cycle for skilled trades positions, from intake meetings through offer acceptance.
Added 6 mins ago
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Veterinarian, Medical Director, Credit Valley Animal Hospital
VCA Canada
Mississauga, ON
- Full-time
…currently welcoming a Veterinary Medical Director to join and lead our medical team at Credit Valley Animal Hospital in Mississauga,…
Added 6 mins ago
CO
Chief of Police
City of Saint John
Saint John, NB
- Full-time
The Chief will lead a police service focused on effective, lawful, ethical and community-centred policing. You will provide visible leadership across the organization, champion public trust…
Added 6 mins ago
MI
Privacy Impact Assessment (PIA) Specialist (Healthcare) 7+ years of experience
Maarut Inc
Toronto, ON
- Contract
Ability to lead, mange or support the development of a PIA either independently or as part of a team by directing and gathering input from specific individuals within the organization
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Produce - Manager Produce
Sobeys
Stellarton, NS
- Full-time
Initiate, support, participate and lead community and charitable events and activities
Added 6 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
Lead the development of dashboards, operational reporting, and decision-support tools
Added 6 mins ago
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Delivery Lead, LNG
Turner & Townsend
Calgary, AB
- Full-time
We're looking for an experienced Delivery Lead, LNG to join our organization in Calgary, Canada. In this pivotal role, you will oversee the successful execution and delivery of liquefied…
Added 6 mins ago
RP
Account Manager
Rose PR Inc.
Toronto, ON
- Full-time
…thrive in a fast-paced agency environment, and are ready to lead impactful campaigns while mentoring the next generation of PR professionals, we'd love to meet…
Added 6 mins ago
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PR and Communications Lead
Options Consulting Solutions
Toronto, ON
- $120,000 to $130,000 CAD / year
- Full-time
Our client is hiring a Communications & PR Lead to own media relations and public relations from its downtown Toronto office. The core of the role is earned media: finding the story,…
Added 6 mins ago
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Senior Front End / Full Stack Software Engineer
REW
Vancouver, BC
- Full-time
We are looking for a self-driven Senior Software Full Stack Developer (heavily front-end leaning) who offers technical leadership, hands-on development, architecture, and mentorship. This…
Added 6 mins ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Toronto, ON
- Full-time
Take a lead role in M&A, overseeing due diligence and driving post-acquisition integration.
Added 6 mins ago
CB
Full time Baker
COBS Bread
Peterborough, ON
- Full-time
Right now, we are looking for a Baker who is looking for the next challenge in their career to lead and develop a strong bakery team. Working as part of the production and sales team,…
Added 6 mins ago
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Business Development Executive
Alliance Elevator Ontario
Brantford, ON
- Full-time
- Strong skills in lead generation, prospecting, and customer relationship management using CRM tools.
Added 6 mins ago
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Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 6 mins ago
SG
Program Management PMO, Energy Strategy & Business Management
S&P Global
Calgary, AB
- Full-time
…COE are a new and growing organization, created to foster and lead transformative changes within the division and across the enterprise. By establishing cohesive program governance and…
Added 51 mins ago
TC
Strategic Initiatives Coordinator (Innovation)
The Corporation of the Town of Ajax
Ajax, ON · Town Hall
- Full-time
Lead cross-functional continuous improvement and Lean initiatives to improve service delivery, reduce waste and strengthen organizational effectiveness.
Added 1 hour ago
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Part Time Front End Supervisor - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Part-time
Lead department in accordance with company presentation standards
Added 1 hour ago
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Manager, Implementation (Remote, Canada)
GoCanvas
Remote, Canada
- Full-time
- Remote
Lead, coach, and develop a team of 3–8 (Team Lead, Sr. Implementation Managers, Implementation Managers, and Implementation Specialists) through regular 1:1s, performance management, and…
Added 1 hour ago
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Apps Dev Tech Lead Analyst - C13 - MISSISSAUGA
Citi
Mississauga, ON
- Full-time
The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination…

BMO

Senior Wealth Planning Consultant

Vancouver, BC, Canada
FBT, Canada

$70,000.00 - $140,000.00 · Full-time

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Job details

Pay: $70,000.00 - $140,000.00
Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/30/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.

Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
Develops internal/external networks and referral sources to grow business within the assigned region.
Ensures that the region's client experience standards for financial planning and client relationship development are met.
Acts as a trusted advisor to assigned business/group.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Works closely with Investment Advisors in the development and delivery of HNW management solutions.
Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.
Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
Builds effective relationships with internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.
Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
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:

WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.
SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
Experience in selling to Investment Advisors or HNW clients.
Experience in financial planning is an asset.
CFP designation (IQPF in Quebec).
MBA considered an asset.
LL.B/LL.L/LL.M is considered an asset.
Life Insurance designation is considered an asset.
Working knowledge of financial planning software (NaviPlan an asset).
Trust & Estate Practitioner.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary:

$70,000.00 - $140,000.00

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

The Senior Wealth Planning Consultant provides advanced financial planning and wealth strategies to High Net Worth and Ultra High Net Worth clients. They work collaboratively with Investment Advisors to deliver comprehensive wealth management solutions and drive business growth within the region.

Requirements

Candidates must have a post-secondary degree and 3-5 years of relevant experience in financial planning or sales to HNW clients. Professional designations such as CFP, LL.B, or Trust & Estate Practitioner are highly preferred.

Skills

Wealth planning
Financial planning
Investment advisory
High Net Worth client management
Tax planning
Estate planning
Succession planning
Strategic planning
Sales strategy
Data analysis
Coaching
Presentation skills
Risk management
Consultative selling

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
HNW
UHNW
Investment Advisors
Taxation
Estate Planning
Succession Planning
Philanthropy
NaviPlan
CFP
IQPF
MBA
LL.B
Trust & Estate Practitioner
Risk Management
Business Growth
Client Experience
Sales Campaigns
Consulting

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