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Added 21 mins ago
ES
Senior AI/ML Delivery Manager
EPAM Systems
Toronto, ON
- Full-time
EPAM is looking for a Sr. AI/ML Delivery Manager to serve as the senior AI delivery advisor responsible for guiding our client’s engineering organization from isolated AI experimentation to…
Added 1 hour ago
MANAGER TRANSPORTATION BUSINESS SUPPORT
City of Toronto
Toronto, ON
Reporting to the Director Transportation Business Performance, the Manager Transportation Business Support provide strategic leadership for the division's business support functions,…
Added 5 hours ago
SP
Customer Success Manager
Salesforce Partner Canada
Toronto, ON
- Full-time
The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers achieve a significant return on their investment with our platform. This role…
Added 9 hours ago
NB
Wealth associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 9 hours ago
SG
Program Management PMO, Energy Strategy & Business Management
S&P Global
Calgary, AB
- Full-time
Responsibilities and Impact: As a Program Manager, you will leverage your high-quality execution abilities, attention to detail, and strong program management and communication skills to…
Added 9 hours ago
Kingston Office - Opportunities in Tax - Co-op Placement - April 2027 - St. Lawrence College
KPMG Canada
Kingston, ON
Do work that matters, supported by a community that values differences and cares about you. Gain learning that’ll last you a lifetime and be recognized for the impact you make. With a focus…
Added 15 hours ago
S
Customer Success Manager
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers achieve a significant return on their investment with our platform. This role…
Added 17 hours ago
K
Senior Manager, Transaction Services
KPMG
Vancouver, BC
- Full-time
We are looking for a Senior Manager to join our growing Transaction Services team in Vancouver.
Added 19 hours ago
DI
[Toronto] Investment & Strategy Analyst
Dedale Intelligence
Canada
- Full-time
Our advisory board is extremely high profile, including some of the most successful investors worldwide (incl. Managing Partners of the largest PE and Growth Equity funds, and Tech unicorn…
Added 23 hours ago
TU
Project Coordinator - Electrical Technical Support
The University of British Columbia
Vancouver, BC
- $7,782 to $8,344 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 23 hours ago
UO
Project Coordinator - Electrical Technical Support
University of British Columbia
Vancouver, BC · UBCV | University Services Building (USB)
- $7,782 to $8,344 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 1 day ago
WI
Senior Archaeologist
WSP in Canada
Mississauga, ON
- Full-time
With an unmatched breadth and depth of engineering, advisory and science‑based expertise, our global minds unite to power local solutions.
Added 1 day ago
WI
Senior Archaeologist
WSP in Canada
Burlington, ON
- Full-time
With an unmatched breadth and depth of engineering, advisory and science‑based expertise, our global minds unite to power local solutions.
Added 1 day 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 1 day ago
CO
Senior Recruiter
CPA Ontario
Canada
- Full-time
…across the organization, with every Business Unit to offer advisory and subject matter expertise on everything from job descriptions to hiring strategy to offer negotiations, before handing…
Added 1 day ago
NB
Director, Commercial Banking
National Bank of Canada
Vancouver, BC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 1 day ago
K
Senior Manager - Senior Tech Lead – AI & Technology Transformation
KPMG
Montreal, QC
- Full-time
Contribute to business development and advisory activities, including opportunity qualification, proposal development, effort estimation, delivery approach definition, and presenting demos…
Added 1 day ago
K
Senior Manager - Senior AI Architect
KPMG
Montreal, QC
- Full-time
Ability to design architectures supporting advanced analytics, machine learning, generative AI, and agentic use cases.
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC · Saint-Hubert, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 2 days ago
NB
Banking Advisor
National Bank of Canada
Richibucto, NB
- Temporary
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 2 days ago
OI
ECE Instructor
Oxford International
Halifax, NS
- $59,280 CAD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 2 days ago
P
Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
As a Manager -Financial Crime and AML, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:

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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