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Added 12 mins ago
GV
Senior Project Manager Construction & Commissioning / Chef de projet Senior Construction & Mise en service
GE Vernova
Brossard, QC
- Full-time
Le/la PMCC Senior est un(e) expert(e) en gestion contractuelle, financière et des achats dans le domaine de la Construction et Mise en service (C&C). Fort(e) d'une solide expérience sur des…
Added 28 mins ago
ZI
Senior Civil Engineer
ZenaTech Inc.
Dartmouth, NS
- $120,000 to $150,000 CAD / year
- Full-time
Reporting to senior management, you will set the technical and strategic direction of the division, lead and develop a team of engineers and technologists, and take full accountability for…
Added 28 mins ago
Studio Manager, Electrical Engineerin
NORR
Toronto, ON
As a Studio Manager you will be responsible for the overall business success of the Electrical Engineering studio. You will manage staffing levels to ensure resources are available for…
Added 28 mins ago
AVP, Advisor Experience and Programs
Richardson Wealth Ltd
Toronto, ON
Reporting to the VP National Sales Manager and Head of Advisor Experience, this role serves as a trusted right-hand partner, helping translate strategic priorities into coordinated programs…
Added 28 mins ago
PC
Senior Architect – Rail & Transit Facilities
Parsons Corporation
Toronto, ON
- Full-time
…our Canada Rail & Transit business. This role is ideal for a senior architect with deep expertise in station design, maintenance and storage facilities, rail and bus depots, and…
Added 43 mins ago
C
Analyst, Business Transformation (11 Months Fixed Term Contract/Secondment)
CIBC
Toronto, ON
- Full-time
…and procedures to ensure effectiveness in, or improve, the client data and reporting function. Support on a regular basis the manager’s liaison with individuals in the various Lines of…
Added 43 mins ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
Added 57 mins ago
PH
Senior Project Manager - Permanent - 4271
Parker Huggett - A Division of LRO Staffing
AB · Edmonton, AB
- Full-time
…(Industrial, Commercial, Institutional) work is looking for a Senior Project Manager to take the wheel on some of their larger Edmonton-area…
Added 57 mins ago
W
Senior Metallurgical Engineer
Worley
Markham, ON
- Full-time
Worley is seeking a Senior Metallurgical Engineer based in Markham, Ontario, with experience in material selection, corrosion management, welding metallurgy, fabrication, inspection, and…
Added 57 mins ago
TS
Architectural Technologist, Job Captain, Healthcare
TalentSphere Staffing Solutions
Surrey, BC
- Full-time
The practice brings together strong design thinking, technical expertise, and collaborative project delivery. Senior team members remain actively involved in projects, and technologists are…
Added 1 hour ago
BC
Segment Interface Manager
Bechtel Corporation
Toronto, ON
- Full-time
Support the Program Interface Manager in providing technical analytics and progress & performance reporting to executive and senior stakeholders.
Added 1 hour ago
R
Specialist Project Engineer - Transmission - Lines
Raise
Burnaby, BC
- Full-time
Raise is currently hiring a Specialist Project Engineer - Transmission – Lines on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity…
Added 1 hour ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
…clients. As a member of Tiller's leadership team, you will own client performance outcomes, team development, and the systems that enable great work across paid media, conversion rate…
Added 1 hour ago
Project Manager - Water / Waste Water
Kiewit
Calgary, AB · Burnaby, BC
Kiewit is seeking an experienced Project Manager with a water and waste water experience to lead the delivery of a major infrastructure projects in Western Canada. Project Managers at…
Added 1 hour ago
T
AVP, Financial Crimes Risk Management, Data Management, Canada
TD
Toronto, ON
- Full-time
…shape the FCRM data strategy and lead data governance, data delivery and the continued evolution of the Canadian data management operating model. Working with business, technology and…
Added 1 hour ago
B
Mortgage Specialist
BMO
Barrie, ON
- Full-time
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Added 1 hour ago
GH
Property Manager
Global Hospitality, Inc.
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Our client is an established, fully integrated Toronto-based property management firm. Its work spans asset management, residential property operations and rental programs, and it is known…
Added 1 hour ago
B
Team Lead, Finance Effectiveness & Transformation
BDO
Toronto, ON
- Full-time
…day-to-day direction to junior team members and serve as a trusted client delivery…
Added 1 hour ago
In-Force Solutions Manager
Swiss Re
Toronto, ON
As the In-Force Solutions Manager, you will lead a small team of professionals to develop new, scalable solutions that improve policyholder outcomes and enhance the performance and value of…
Added 1 hour ago
XE
Senior Customer Experience Specialist
XR Extreme Reach
Remote, Canada
- Remote
As a senior team member, you will balance high-touch client communication with hands-on technical operations, setting execution expectations, troubleshooting complex technical…
Added 1 hour ago
P
Consultant/Senior Consultant - Implementation
Prophix
Remote, Canada
- Remote
Our Professional Services team is hiring a Consultant or Senior Consultant to deliver Prophix One implementations from scoping through go-live and hypercare. You will run the project,…
Added 1 hour ago
GC
Project Manager
Gibraltar Construction
Vancouver, BC
- Full-time
The Project Manager is responsible for managing projects from tender through to close-out. This role focuses primarily on off-site project management, including estimating, subcontractor…
Added 2 hours ago
P
Consultant/Senior Consultant - Implementation
Prophix
Toronto, ON · Etobicoke, ON
- Full-time
Our Professional Services team is hiring a Consultant or Senior Consultant to deliver Prophix One implementations from scoping through go-live and hypercare. You will run the project,…
Added 2 hours ago
XE
Senior Customer Experience Specialist
XR Extreme Reach
Toronto, ON
- Full-time
As a senior team member, you will balance high-touch client communication with hands-on technical operations, setting execution expectations, troubleshooting complex technical…
Added 2 hours ago
CL
Senior Manager/Director
Clearhouse LLP
Mississauga, ON
- Full-time
Senior Manager, National Quality & Assurance. This is a hybrid leadership role with an approximately 50/50 allocation between client-facing assurance engagements and national quality and…

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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