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Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 1 hour ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 1 hour ago
C
Manager, Engineering
Cvent
Fredericton, NB
- Full-time
We’re looking for a hands-on Engineering Manager to lead one or more Registration sprint teams - someone who combines strong people leadership with technical credibility. You will be…
Added 1 hour ago
R
Data Steward (CCDB26A)
Referment
Montreal, QC
- Full-time
…trade, manage risk and run their financing businesses on a shared, governed data foundation. The role sits where financial-market data meets AI: the team builds the data products and…
Added 2 hours ago
Supervisor- Shared Services
Fort McKay Group of Companies
Fort McMurray, AB
Under the direction of the Shared Services Manager, the Supervisor- Shared Services will support the Corporate and Operations teams by ensuring efficient and accurate processing of time…
Added 3 hours ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
Reporting to the Manager, Software Engineering, the Senior Software Engineer leads the development of software modules and ensures adherence to engineering standards and best practices.…
Added 4 hours ago
AW
Senior Software Engineer, Java - 12 Month Contract
Aviso Wealth
Remote, Canada
- Full-time
- Remote
Reporting to the Manager, Software Engineering, the Senior Software Engineer leads the development of software modules and ensures adherence to engineering standards and best practices.…
Added 9 hours ago
VS
Dining Service Attendant - Part-Time (2026-10940)
Verve Senior Living
Ottawa, ON
- Part-time
…personalized dining experiences? Under the direction of the Dining Services Manager or designate, our Dining Services Attendants play a critical role in enriching the lives of our residents…
Added 9 hours ago
FI
Senior Marketing Manager
Fulfillment IQ
Remote, Canada
- $115,000 to $130,000 CAD / year
- Full-time
- Remote
Hands-on demand generation leadership for a B2B services and technology company selling to supply chain, logistics and 3PL buyers.
Added 10 hours ago
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate…
Added 10 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a…
Added 10 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Lead and coordinate account‑level planning and execution, aligning Sales, Professional Services, and other internal teams around shared customer and revenue objectives.
Added 10 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Lead and coordinate account‑level planning and execution, aligning Sales, Professional Services, and other internal teams around shared customer and revenue objectives.
Added 11 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 12 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 12 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 12 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 19 hours 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 19 hours 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 20 hours ago
LH
Kinesiologist
Lifemark Health Group
Victoria, BC · Greater Victoria Metropolitan Area
- $20.15 to $29.56 CAD / hour
- Full-time
…to participate in other work streams such as FCEs, Community services and Veterans Rehabilitation…
Added 20 hours ago
LH
OCCT-Occupational Therapist
Lifemark Health Group
Vancouver, BC
- $43 to $52 CAD / hour
- Full-time
Provide comprehensive, evidence-based Occupational Therapy services to clients
Added 20 hours ago
LH
Occupational Therapist
Lifemark Health Group
Langley (District), BC · Langley, BC
- $40 to $60 CAD / hour
- Full-time
…participate in other work streams such as CAEs, FCEs, Community OT services and Veterans Rehabilitation…
Added 20 hours ago
I-
Senior Product Manager
I8IS - Infiniti Software Solutions
Toronto, ON
- Full-time
· Experience onboarding services to shared platforms and balancing enterprise reuse with program-specific needs.
Added 20 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 22 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…

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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