Jobs in Canada

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Added 12 mins ago
M
Team Lead, Laboratory Services
Medcan
Toronto, ON
- $73,699 to $101,335 CAD / year
- Full-time
Support change management initiatives and reinforce organizational priorities within the team.
Added 12 mins ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
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,…
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
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,…
Added 12 mins ago
B
Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Participate in various change management activities, including readiness assessment, planning, stakeholder management, delivery, evaluation and maintenance of initiatives.
Added 12 mins ago
B
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
- Full-time
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,…
Added 26 mins ago
SD
Talent Acquisition Specialist
Shoppers Drug Mart
Brampton, ON
- Full-time
Portfolio Management- Ability to optimally manage a corporate portfolio consisting of 30+ vacancies/requisitions at one time
Added 26 mins ago
BN
Assistant Store Manager - Greater Toronto Area
Bailey Nelson
ON
- Full-time
Bailey Nelson is currently in search of an incredible Assistant Store Manager to join our fast-growing Australian brand with big expansion across Canada and unlimited growth potential for…
Added 26 mins ago
SP
Manager, Project Coordination & Subcontracts
SEYMOUR PACIFIC DEVELOPMENTS LTD.
Winnipeg, MB
- Full-time
Implement and train contract management process with Sub Trade Coordinators- change orders, back charges, RFI’s, scope development, risk analysis, onboarding, payment schedules, contract…
Added 26 mins ago
E
Assistant Project Manager
EllisDon
ON · Ontario Projects
- Full-time
Procurement & Subcontractor Management: Assist with subcontractor buyout, material procurement, submittals, approvals, and tracking of deliveries and fabrication.
Added 26 mins ago
Field Area Manager - Eastern Canada Service Operations
ENERCON
Moncton, NB · Montreal, QC · New Richmond, QC · Saint-Ferdinand, QC · Sainte-Marguerite-Marie, QC · Saint-Rémi, QC · Eastern Kings, PE · Point Tupper, NS · Halifax, NS · Stellarton, NS · Truro, NS · Bible Hill, NS · Sydney, NS · Windsor, ON · Saint John, NB · Saint-Patrice-de-Sherrington, QC · QC · Québec, QC · St-Rémi, Queb
ENERCON is seeking a Field Area Manager to provide strong, people-focused leadership across our Eastern Canada Service operations, including Québec, Nova Scotia, New Brunswick, and Prince…
Added 26 mins ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Works collaboratively with Program Management, other Patient Care Specialists, and Field Case Manager/Case Manager (program dependent) to address patients concerns or needs and escalations…
Added 26 mins ago
AI
Department Manager Contract Sales
Allmar Inc.
Ottawa, ON · Kanata, ON
- $90,000 to $120,000 CAD / year
- Contract
The Department Manager oversees the execution of commercial projects from project award through closeout. This includes ensuring the timely completion of submittals, shop drawings,…
Added 26 mins ago
MC
Production Supervisor – Fermentation / Superviseur(e) de production – Fermentation
Merck Canada
Charlottetown, PE
- Internship
Must be available on-call up to 12 hours per day, 7 days per week for emergency situations
Added 41 mins ago
OT
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…
Added 41 mins ago
AC
Bilingual Talent Acquisition Analyst
Aramark Canada
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
Partner on projects related to community partnerships, developing talent pools as well as other diverse sources, to support hiring manager’s local recruitment efforts.
Added 41 mins ago
TU
Assistant Chief Engineer
The University of British Columbia
Kelowna, BC
- $5,909 to $6,771 CAD / month
- Full-time
Valid Class 5 Drivers License required
Added 41 mins ago
K
Digital UAT, Menu and Pricing Coordinator
KFC
Vaughan, ON
- Full-time
This role must have…
Added 41 mins ago
HS
Senior Product Manager
Henry Schein One Canada
Surrey, BC
- $115,000 to $131,000 CAD / year
- Full-time
Where you’ll work: This is a hybrid role, with two days in office per week to facilitate brainstorming and team building
Added 41 mins ago
D
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…
Added 42 mins ago
X
Territory Manager
XRSounder
Calgary, AB
- Full-time
Xradar Alberta is hiring for the position of Territory Manager to join our Calgary team! The Territory Manager will support the growth of our service operations in Alberta, with operations…
Added 42 mins ago
IP
Field Service Technician
Integrated Power Services
AB · Edmonton, AB
- Full-time
Must have a valid Driver’s License and acceptable driving record
Added 42 mins ago
C
Specialist Cloud Security
CPKC
Calgary, AB
- Full-time
Proven experience implementing secure cloud networking, encryption, secrets management, and Infrastructure as Code (IaC) solutions using Amazon VPC, Security Groups, Route 53, Transit…
Added 42 mins ago
IP
Field Service Technician
Integrated Power Services
Winnipeg, MB
- Full-time
Must have a valid Driver’s License and acceptable driving record
Added 42 mins ago
IP
Field Service Technician
Integrated Power Services
Calgary, AB
- Full-time
Must have a valid Driver’s License and acceptable driving record

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