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Added 50 mins ago
R
Relationship Manager Intern, Commercial Financial Services
RBC
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 1 hour ago
RB
Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 1 hour ago
Sales Associate
Laura Canada
Saskatoon, SK
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Victoria, BC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 2 hours ago
T
Service Technician
Thermon
AB · Edmonton, AB
- Full-time
You will also support the Inside Sales team by helping resolve equipment-related questions, problems, and customer concerns. This is a strong opportunity for someone with mechanical…
Added 2 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
Build strong working relationships with Sales, Operations and other internal departments to support business objectives.
Added 2 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
…on one platform. We need a D365 functional lead or project manager with an accounting background who has taken D365 (or Dynamics AX) from design through go-live. You will work with finance…
Added 2 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
…on one platform. We need a D365 functional lead or project manager with an accounting background who has taken D365 (or Dynamics AX) from design through go-live. You will work with finance…
Added 2 hours ago
Future Store Manager
David's Bridal
Vaughan, ON · Cambridge, ON · MB · AB
As the Store Manager you will build and retain a high performing team, create a consistent environment of world class customer service, and exceed sales plan. You are adynamic, attentive,…
Added 2 hours ago
TH
Flooring/Decor Sales Associate - Part Time - CAMBIE
The Home Depot
Canada
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 2 hours ago
S
Senior Retail Sales Consultant, Part-time, Tanger Outlet Centre, ON
Swarovski
Cookstown, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 2 hours ago
H
Branch Operations Manager, British Columbia
Hussmann
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 2 hours ago
C
Copy Of 2523 - Part-Time Manager
Claire's
London, ON
- $18 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 3 hours ago
S
Produce - Supervisor Produce TF Belmont
Sobeys
Langford, BC
- Full-time
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…
Added 3 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Oshawa, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
Build strong working relationships with Sales, Operations and other internal departments to support business objectives.
Added 3 hours ago
L
Meat Department Manager - Full Time
Longo's
Toronto, ON
- Full-time
We are looking for a Meat Department Manager - Full Time who is passionate about food and enjoy working in a fast paced, team environment!
Added 3 hours ago
CI
Supervisor (Part Time)
Carters Inc.
Victoria, BC
- Part-time
Maintain a genuine customer focus on the sales floor
Added 3 hours ago
Junk Removal and Customer Service
1-800-GOT-JUNK?
Vancouver, BC
Ready to build a high-energy career where every day is different? Join our Field Sales & Service Team and help us deliver exceptional customer moments and powerful service experiences.…
Added 4 hours ago
DoubleTree By Hilton West Kelowna - Food & Beverage Manager
Days Hospitality Limited Careers
West Kelowna, BC
The Food & Beverage Manager professionally represents the establishment through the creation of a value based workplace environment where team mates and guests are treated in a fair,…
Added 4 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Picton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 4 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pembroke, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 5 hours ago
HA
Fixed Operations Manager
Harris Auto Group
Nanaimo, BC
- Full-time
Sales department support: Manage a busy vehicle reconditioning operation, ensuring quality work and timely turnaround.
Added 5 hours ago
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Assistant Manager
Showcase - Home of the Hottest Trends
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Showcase "Home of the Hottest Trends", voted one of Canada's "Best Managed Companies" 2021 and the world's largest retailer of its kind is hiring for Assistant Manager!

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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