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Added 1 min ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Charlottetown, PE
- $52,500 CAD / year
- Full-time
Your Career Destination: Profit Centre Manager
Added 1 min ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 1 min ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 1 min ago
DC
Executive Director, Marketing & Brand
Diabetes Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Senior Manager, Marketing & Communications Services
Added 1 min ago
OC
Events & Workplace Manager #14122
Options Consulting Solutions
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
Added 1 min ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Kelowna, BC
- Internship
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 1 min ago
A
Receptionist
Altis
Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 1 min ago
KB
WFM Scheduler
Kent Building Supplies
Saint John, NB
- Full-time
The WFM Scheduler creates, audits and optimizes employee schedules using ADP Workforce Manager to align staffing with customer demand, employee availability, operational requirements and…
Added 1 min ago
PS
Client Services Manager
Paladin Security Group Ltd
Prince George, BC
- $80,000 to $90,000 CAD / year
- Full-time
…security team that works within the portfolio. The Client Service Manager will regularly be meeting with clients and security staff to ensure that everyone’s needs are…
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Social Media Marketing Specialist
Cella
Toronto, ON
- $35 to $39 CAD / hour
- Contract
Hands-on experience managing paid social media campaigns via LinkedIn Campaign Manager and Meta Business Manager.
Added 1 min ago
SE
Project Manager (CA)
Siemens Energy
Montreal, QC
- Full-time
Added 1 min ago
FC
Senior Accountant
FIKA Company
Toronto, ON
- $80,000 to $85,000 CAD / year
- Full-time
Added 1 min ago
RI
HUMAN RESOURCES MANAGER – BRITISH COLUMBIA, CANADA
Renard International Hospitality Search Consultants
BC · British Columbia, Canada
- $100,000 to $110,000 CAD / year
- Full-time
Our client a global leader in food services operations has asked us to find an excellent Human Resources Manager for their award-winning Convention Centre in British Columbia, Canada.
Added 1 min ago
W
Inside Sales Manager
Worley
AB · Edmonton, AB
- Full-time
We are currently recruiting for a Inside Sales Manager. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Calgary, Edmonton, Toronto,…
Added 1 min ago
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Project Manager
Goldbeck Recruiting
AB · Edmonton, AB
- Full-time
They are adding a Project Manager to join their Estimating and Project Management team at their Edmonton, AB location.
Added 1 min ago
IH
Group Human Resources Manager
Intrepid Health
Toronto, ON
- $95,000 to $120,000 CAD / year
- Full-time
…clinical providers. We're looking for an experienced Group HR Manager to build and scale our people operations across both businesses while maintaining the compliance rigor our healthcare…
Added 1 min ago
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Senior Manager, Privately Held Business Group
Doane Grant Thornton LLP
AB · Edmonton, AB
- Full-time
A career as a Senior Manager with Doane Grant Thornton will provide you an opportunity to:
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Inside Sales Manager
Worley
Sarnia, ON
- Full-time
We are currently recruiting for a Inside Sales Manager. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Calgary, Edmonton, Toronto,…
Added 1 min ago
TJ
Case Manager
The Jean Tweed Centre
Toronto, ON · Etobicoke, ON
- $57,915 to $67,672 CAD / year
- Contract
Added 1 min ago
SS
Project Manager - Operations & Logistics (12 Month Contract)
Summit Search Group
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Contract
My client is seeking an experienced and highly organized Operations Project Manager to join their team on a 12-month contract during an exciting period of growth. This role will support the…
Added 1 min ago
SH
Social worker - M.S.W.- Allied Health (GEN)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Full-time
Reporting to the Patient Care Manager of Social Work, you will be responsible for a diverse patient population. Social workers provide service across many programs including general…
Added 1 min ago
GW
Social Media Coordinator
Gowling WLG
Hamilton, ON
- Full-time
The Manager, Social Media, can rely on strong day-to-day coordination, attention to detail and follow-through across the social program.
Added 1 min ago
W
Principal Mechanical Engineer, Mining and Minerals
Worley
Vancouver, BC
- Full-time
…Reporting to the Mechanical and Piping Engineering Department Manager (Canada East), this role partners closely with project teams, customers, and suppliers to enable safe, compliant,…
Added 1 min ago
W
Inside Sales Manager
Worley
Oakville, ON
- Full-time
We are currently recruiting for a Inside Sales Manager. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Calgary, Edmonton, Toronto,…
Added 1 min ago
GW
Experience Matter Intelligence Specialist
Gowling WLG
Hamilton, ON
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With Guidance From The Manager, Market & Industry Recognition, And In Close Collaboration With Members Of The Business Development And Pursuits & Proposals Team Among Others, You Will…

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: Nov 30, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Application Deadline:

11/29/2026

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 strategy guidance to high-net-worth and ultra-high-net-worth clients. They collaborate with Investment Advisors to deliver comprehensive wealth solutions while managing client portfolios and driving regional business growth.

Requirements

Candidates must possess a post-secondary degree and 3-5 years of relevant experience in financial planning or wealth management. A CFP designation is required, with additional credentials like an MBA, LL.B, or Life Insurance designation considered assets.

Skills

Wealth planning
Financial planning
Investment advisory
High net worth client management
Estate planning
Tax planning
Succession planning
Consultative selling
Relationship management
Strategic planning
Data analysis
Coaching
Presentation skills
Risk management
Portfolio management
Philanthropy

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth planning
Financial planning
HNW
UHNW
Investment advisors
Estate planning
Taxation
Succession planning
Philanthropy
NaviPlan
CFP
IQPF
MBA
LL.B
Wealth management
Risk management
Client relationship
Strategic initiatives
Asset retention
Consultative selling
Business growth
Financial objectives
Portfolio management
Banking regulations
Data analysis
Coaching
Training
Sales campaigns
Trust and estate practitioner
Wealth strategy

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