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CHANEL Counter Manager
CHANEL
Toronto, ON · SDM TORONTO LAKESHORE AVE FB
- Full-time
As a Counter Manager, you will embody the values of the Brand by creating a unique and personal one-to-one client experience in-store.
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Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
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Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
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Mortgage Specialist
BMO
Guelph, ON
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 13 hours ago
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Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
…within the regional team as part of the solution offered to the client or the relationship management solution. Identify business opportunities and make customer referrals to other…
Added 13 hours ago
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R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
- Full-time
Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and…
Added 13 hours ago
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Senior Consultant/Manager, Tax Incentives Practice
KPMG
Calgary, AB
- Full-time
…programs like Canada’s Scientific Research and Experimental Development (SR&ED) program – one of the country’s largest tax incentive programs, Clean Economy ITCs and other government grants…
Added 13 hours ago
Sr. Underwriter Full Case
MCAP
Waterloo, ON · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
a career with continuous learning and development (formal & informal
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Senior Manager, Brands Consulting
Wasserman
Toronto, ON · CAN - Toronto Office (Hanna Avenue)
- Full-time
…skills, you will have the opportunity to deliver best-in-class client service, maintaining THE·TEAM’s standard of excellence across everything we do. If you have a passion for problem…
Added 14 hours ago
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FlexSave Administrator
HUB International
Woodbridge, ON
- Full-time
…support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service,…
Added 14 hours ago
GG
C-Commissioning Operator (Power Block)
Grizzlytrek Group
AB
- Contract
Under the direction of the CSU Manager, the Power Block Commissioning Operator will prepare for and support the safe Commissioning and Startup of the Power Block Unit on the ENZHEC Project.
Added 14 hours ago
GG
C-Commissioning Electrical Lead (Electrical Red Seal)
Grizzlytrek Group
AB
- Contract
GrizzlyTrek is hiring a Commissioning Electrical Lead for our valued client's commissioning and startup (CSU) team in Edmonton, Alberta. You will be the electrical subject matter expert on…
Added 14 hours ago
GG
C-Commissioning Electrical Heat Trace (EHT) Lead
Grizzlytrek Group
AB
- Contract
GrizzlyTrek is hiring a Commissioning Electrical Heat Trace (EHT) Lead for our valued client's commissioning and startup (CSU) team in Edmonton, Alberta. You will be the EHT subject matter…
Added 14 hours ago
GG
C-Commissioning Instrumentation Lead (Instrumentation Red Seal)
Grizzlytrek Group
AB
- Contract
GrizzlyTrek is hiring a Commissioning Instrumentation Lead for our valued client's commissioning and startup (CSU) team in Edmonton, Alberta. You will be the instrumentation subject matter…
Added 14 hours ago
SP
Manager, Project Coordination & Subcontracts
SEYMOUR PACIFIC DEVELOPMENTS LTD.
Winnipeg, MB
- Full-time
The Manager, Project Coordination & Subcontracts is responsible for overseeing the sourcing of construction related trade contractors and ensuring construction projects are completed on…
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Assistant Project Manager
EllisDon
ON · Ontario Projects
- Full-time
Client Relations & Business Development: Help maintain strong client relationships through responsive communication and attention to project needs.
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Project Manager, MEP
Ontario Transit Group
Toronto, ON
- Full-time
The Project Manager, MEP (Mechanical, Electrical, Plumbing) will manage the delivery of Mechanical and Electrical packages across several stations including HVAC (Heating, Ventilation, Air…
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Technology Procurement & Vendor Management Specialist
Hays
Toronto, ON
- Full-time
Reporting to the Senior Manager, Technology Procurement and Vendor Management, the Technology Procurement & Vendor Management Specialist is responsible for supporting sourcing, contracting,…
Added 14 hours ago
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Leasing Operation Manager
RentBolt
Montreal, QC
- Full-time
As our Leasing Operations Manager, you combine great sales, customer service, and operational skills to run the day-to-day operations that make this possible. You’ll work directly with our…
Added 14 hours ago
AC
Bilingual Talent Acquisition Analyst
Aramark Canada
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
They will engage with candidates and internal client groups throughout the recruiting and selection process, acting as a consultative talent advisor to the business and executing…
Added 14 hours ago
GS
National Account Manager
Guardteck Security Corp.
Mississauga, ON
- $120,000 to $140,000 CAD / year
- Full-time
Guardteck is looking for a National Account Manager to own our most significant national retail relationships across Canada. This is a senior, Toronto-based role with a high executive…
Added 14 hours ago
VW
Project Manager – Marketing
Vancouver Whitecaps FC
Vancouver, BC
- $65,000 to $70,000 CAD / year
- Full-time
Vancouver Whitecaps FC is seeking a Project Manager – Marketing to oversee the strategic coordination and execution of marketing projects across the organization.
Added 14 hours ago
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Territory Manager
Sell Me This Pen
Montreal, QC
- $140,000 to $150,000 CAD / year
- Full-time
Our client is looking for a bilingual Territory Manager to drive new business in Quebec and the Ottawa region.
Added 14 hours ago
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Senior Manager
Robert Half
Vancouver, BC · Greater Vancouver Metropolitan Area
- $120,000 to $140,000 CAD / year
- Full-time
…public accounting firm in the Tri-Cities area to hire a Senior Manager, Assurance. The firm has served privately owned businesses for more than 40 years. It acts as a trusted advisor to…
Added 14 hours ago
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Manager, Market Sensing & Intelligence
Deloitte
Toronto, ON
- Full-time
Reporting to the Senior Manager, Market Opportunity, you will own and deliver core elements of the Market Opportunity portfolio, translating external market signals into clear insights and…

BMO

Wealth Planning Advisor

Burnaby, BC, Canada
STSQ, Canada

$70,000.00 - $150,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 21, 2026
Work location: Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Experience: At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Posting language: English
Posted: Nov 10, 2026

Original job description

Application Deadline:

11/20/2026

Address:

6023 Silver Drive

Job Family Group:

Wealth Sales & Service

Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer and protect their wealth.

As part of the Wealth Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.

Key Accountabilities

Regional Centralized Planning & Advisory Support (70%)

Deliver financial planning support through a regional dedicated centralized planning platform, including preparation/presentation and updates of financial plans.

Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.

Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.

Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.

Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.

Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.

Contribute to regional business growth through planning and participate in regional campaigns and initiatives.

Subject Matter Expertise (20%)

Provide technical guidance and planning expertise to wealth professionals across the enterprise.

Support frontline planners through multiple channels, including phone, email, virtual platforms and in branch regional support.

Contribute to the development of planning tools, reference materials, guides, FAQs, and learning resources to support adoption of financial planning.

Operational Effectiveness (10%)

Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.

Contribute to the creation of advisor-facing planning collateral or learning to support.

Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.

Qualifications & Skills

At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.

Strong understanding of advanced financial planning concepts and how to model in planning software

Professional Planning Designation – PFP®, QAFP® or CFP™, IQPF® in Quebec

Strong Technical Knowledge of WealthPath or equivalent planning software.

Strong customer services skills and focus

Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365.

Etc.)

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 critical thinking skills - In-depth.

Influence skills - In-depth.

Results oriented and client focused.

Work Arrangement: Hybrid role (4 days in office, 1 day remote).

Salary:

$70,000.00 - $150,000.00

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provide centralized financial planning support, prepare and present client plans, and advise wealth professionals on investment, retirement, estate, tax, insurance, and corporate planning strategies. Offer technical guidance and coaching, contribute to planning tools and learning resources, support software enhancements, and ensure compliance with regulatory and risk requirements.

Requirements

Requires at least five years of financial planning experience in a client-facing or technical advisory support role, investment industry knowledge, and strong expertise in advanced planning concepts and planning software such as WealthPath. A professional planning designation such as PFP, QAFP, CFP, or IQPF is required, along with strong customer service, communication, collaboration, analytical, and influencing skills.

Skills

Financial Planning
Wealth Planning
Investment Industry Knowledge
Advanced Financial Planning Concepts
WealthPath
Tax Planning
Estate Planning
Retirement Planning
Insurance Planning
Corporate Planning
Customer Service
Communication
Collaboration
Analytical Thinking
Influencing
Risk Management

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
Wealth Planning Support Team
WealthPath
Financial Plans
Investment Advisors
Investment Counsellors
Private Banking
Private Wealth
BMO Nesbitt Burns
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Corporate Planning
High-Net-Worth Planning
PFP
QAFP
CFP
IQPF
Microsoft Word
PowerPoint
Excel
Microsoft Teams
Microsoft 365
Regulatory Compliance
Risk Management
Financial Planning Software
Client-Focused Service

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Work requirements

Jobs in Canada