Jobs in Canada

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Added 13 mins ago
FA
Supervisor, Vendor & Repair Services
FTAI Aviation
Montreal, QC
- Full-time
…on-time delivery performance, revised delivery date management, contract compliance, and purchase order discrepancy…
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Toronto, ON · Etobicoke, ON
- Full-time
Experience in construction inspection, contract administration, civil infrastructure, municipal construction, utilities, or electrical distribution construction is preferred.
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Vaughan, ON
- Full-time
Experience in construction inspection, contract administration, civil infrastructure, municipal construction, utilities, or electrical distribution construction is preferred.
Added 13 mins ago
LC
Director, Central Assist Operations
Loblaw Companies Limited
Mississauga, ON
- Full-time
We are hiring a Director, Central Assist - Central Pharmacy Services (CPS) 18 Month Contract to support the enterprise-wide retail pharmacy network in transforming pharmacy workflow through…
Added 13 mins ago
VA
Retail Sales Associate [S]
Vancouver Aquarium
Vancouver, BC
- Part-time
…service. The Sales Associates will also maintain cleanliness and professional presentation of the gift shop sales floor and at the photo…
Added 13 mins ago
A
Warehouse Workforce Manager
Aerotek
Calgary, AB
- Other
…environment that empowers our employees to achieve both personal and professional aspirations. By putting the people first, our corporate culture encourages employee engagement and enhances…
Added 13 mins ago
Pre-Construction Manager, GES NA, Design and Construction
Amazon
Toronto, ON
…documentation; managing project teams (developers, design engineers, professional consultants); influencing internal teams (Design Engineering, Amazon Robotics); contract management…
Added 13 mins ago
RR
Senior Accountant
Regal Rexnord
Langley (District), BC · Langley, British Columbia, Canada
- Full-time
…Senior Accountant to join our Finance team on a three‑month contract, with the potential for extension to permanent, to support business continuity. This role will provide hands‑on…
Added 13 mins ago
TC
Learning and Development Content Specialist
The Canadian Real Estate Association | L'Association canadienne de l'immobilier
Canada
- Contract
We champion REALTORS® on behalf of Canadians, promoting awareness, education, and professional excellence in the profession.
Added 13 mins ago
D
spécialiste principal ou spécialiste principale du carbone
Deloitte
Toronto, ON
- Full-time
…future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 13 mins ago
T
Sr. Backend Engineer - Node.JS
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ON · Ontario, Canada
- Full-time
Set the standard for testing: unit, integration and contract tests, and automated checks in CI/CD.
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Markham, ON
- Full-time
Experience in construction inspection, contract administration, civil infrastructure, municipal construction, utilities, or electrical distribution construction is preferred.
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B
Market Leader - Financial Planning
BMO
Halifax, NS
- Full-time
Seasoned professional with a combination of education, experience and industry knowledge.
Added 13 mins ago
PD
Manager, Transitional Housing
Phoenix Drug & Alcohol Recovery and Education Society
Surrey, BC
- Full-time
Participate in contract development and fund-raising activities
Added 13 mins ago
R
iOS Senior Developer - OTT Team (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Opportunities for continued learning and professional development.
Added 13 mins ago
R
Android Senior Developer - OTT Team (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Opportunities for continued learning and professional development.
Added 13 mins ago
UO
Corporate Training Program Delivery Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
…Workforce Development, Continuing Education, and will perform professional-level analytical, advisory, and consultative work supporting the design, delivery, optimization, and continuous…
Added 13 mins ago
OC
Manager of Continuing and Community Education
Ottawa Catholic School Board
Ottawa, ON
- Full-time
…effort to remain informed and current on all aspects of their professional discipline and industry best practices, the Board, other departments, and to be knowledgeable and sensitive to…
Added 13 mins ago
R-
Data Cloud Engineer
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
- Full-time
Referral Rewards*: Refer your professional network and earn a bonus for helping us grow our talented team
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Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 28 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
…and develops business models. This position is the in-house professional and subject matter expert for all University departments with respect to high-voltage electrical infrastructure…
Added 28 mins ago
KG
Environmental Specialist
K+S Group
Bethune, SK · Saskatoon, SK
- Full-time
Prepare scopes of work and provide technical reviews of proposal as well as recommendations for contract award
Added 28 mins ago
Roads Operations Coordinator
The City of Red Deer
Red Deer, AB
The Roads Section is seeking an innovative, collaborative, and results-oriented professional to join our team as our inaugural Roads Operations Coordinator. This newly created role offers a…
Added 28 mins ago
B
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…
Added 28 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)

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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Jobs in Canada