Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 12 mins ago
Senior Technical Recruiter, Data
Robinhood
Toronto, ON
This role is based in our Toronto, ON office, with in-person attendance expected at least 3 days per week
Added 12 mins ago
UO
Physiotherapist
University of British Columbia
Vancouver, BC · UBCV | Djavad Mowafaghian Centre for Brain Health (CBH)
- Part-time
Added 12 mins ago
UO
Utilities Electrical Engineer
University of British Columbia
Vancouver, BC · UBCV | Campus Energy Centre (CEC)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
…cyclical and preventative maintenance programs and develops business models. This position is the in-house professional and subject matter expert for all University departments with respect…
Added 12 mins ago
Meat & Seafood - Cutter Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fall River, NS
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 12 mins ago
Meat & Seafood - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fall River, NS
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 12 mins ago
N
Department Manager-Nike Premium Outlet Collection
Nike
AB · NFS CA EDMONTON SOUTH
- Full-time
Behind every great team is a great coach. That’s why when you join us as a Department Manager, we refer to you as a Coach.
Added 12 mins ago
T
Senior Business Intelligence Analyst
TD
Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 12 mins ago
T
Customer Experience Associate
TD
Ottawa, ON · Orleans, ON
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 12 mins ago
T
Customer Experience Associate
TD
Surrey, BC
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 12 mins ago
T
Senior Treasury Analyst
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 12 mins ago
L
Marketing Manager
Lucid
Vancouver, BC
- Full-time
Our ideal Marketing Manager will be an integral contributor to the company. You'll be working on multiple projects to continue making us the #1 HR Software for SMB business. If you get a…
Added 12 mins ago
TG
Planet Fitness - Member Services Representative - Part Time - Malvern
Taymax Group
Toronto, ON
- Part-time
We're committed to bringing passion and customer focus to the business.
Added 12 mins ago
M
Team Lead, Laboratory Services
Medcan
Toronto, ON
- $73,699 to $101,335 CAD / year
- Full-time
Reporting to the Manager, Laboratory Services, the Team Lead is accountable for the day-to-day leadership, coordination and performance of the Medical Laboratory Assistant (MLA) team. The…
Added 12 mins ago
G
Outside Sales Representative
Guillevin
Mississauga, ON · Guillevin Mississauga
- Full-time
Identify business opportunities with existing and potential customers based on criteria established by the Business Centre Manager.
Added 12 mins ago
MH
Pharmacy Manager -Full-Time- Meridian
Mint Health + Drugs
Stony Plain, AB
- Full-time
We are looking for a Pharmacy Manager to lead our Meridian team. This is an opportunity to lead a pharmacy with an established Pharmacist First workflow and a mature, well-developed travel…
Added 12 mins ago
CK
Store Assistant Manager
Circle K
Bridgetown, NS
- Full-time
You will assist the Store Manager with overseeing the store operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, paperwork, making bank…
Added 12 mins ago
C
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.
Added 12 mins ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 12 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 12 mins ago
B
Mortgage Specialist
BMO
Guelph, ON
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 12 mins ago
B
Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
…the client or the relationship management solution. Identify business opportunities and make customer referrals to other operating groups, if…
Added 12 mins ago
B
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
- Full-time
…collaboratively within the assigned team / branch and with business…
Added 12 mins ago
BB
Accounting Manager - Financial Reporting
Best Buy Canada
Newmarket, ON
- Full-time
…enjoy leading and developing people? If so, the accounting manager - financial reporting role could be a great fit for…
Added 12 mins ago
K
Senior Consultant/Manager, Tax Incentives Practice
KPMG
Calgary, AB
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 12 mins ago
Sr. Underwriter Full Case
MCAP
Waterloo, ON · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB

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

Report this job

Work requirements

Jobs in Canada