Jobs in Canada

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Added 3 hours ago
B
Mortgage Specialist
BMO
Vaughan, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 3 hours ago
SC
Project Manager – Restoration Services
Stoakley-Stewart Consultants Ltd.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting to senior operational leadership, the Project Manager is a key member of the restoration team and takes ownership of assigned property-loss projects from initial response through…
Added 3 hours ago
B
Director, Asset & Wealth Management, Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
The Director is a senior member of the Corporate Banking team, accountable for leading credit structuring, underwriting, execution, and portfolio management across the Asset & Wealth…
Added 4 hours ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Mississauga, ON
- Full-time
Develops and directs Field Sales and Solutions team within assigned areas to maximize utilization of market potential and ensure the achievement of corporate goals.
Added 4 hours ago
Area Manager
Rogers Communications
Toronto, ON · North York, ON
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 7 hours ago
Sales Specialist (Multi Dwelling Unit)
Rogers Communications
London, ON
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 8 hours ago
C
Temporary Sales Associate
Coach
Vaughan, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 8 hours ago
WC
Outside Sales Representative (Metal) - Brampton, ON
Wurth Canada
Brampton, ON
- Full-time
Contribute to a high-performance team environment through personal actions, exceeding monthly targets, and a strong commitment to corporate values.
Added 8 hours ago
Sales Specialist (Multi-Dwelling)Unit (Victoria)
Rogers Communications
Victoria, BC
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 8 hours ago
MI
Dual Senior Manager-Revenue Management
Marriott International
Calgary, AB
- Full-time
…profits. Responsible for building all rates, packages and hotel sales strategy information in the hotel(s)’ inventory systems. The position recommends pricing and positioning of cluster…
Added 10 hours ago
IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member…
Added 10 hours ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Acts as a key member of a collaborative and versatile branch and market team.
Added 10 hours ago
G
Regional Property Manager
Greystar
Toronto, ON
- Full-time
Provides leadership to the team of community managers by interviewing, hiring, and training team members, and by managing their performance in accordance with Company policies, values, and…
Added 10 hours ago
VF
Branch Manager
Valley First
Kamloops, BC
- $100,800 to $129,200 CAD / year
- Full-time
Mutual fund license required depending on region
Added 10 hours ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 10 hours ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 10 hours ago
B
Mortgage Specialist
BMO
Guelph, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 11 hours ago
SC
Field Supervisor
Saskatchewan Crop Insurance Corporation (SCIC)
Turtleford, SK
- Full-time
Must possess a valid driver's license and a suitable vehicle to carry out responsibilities
Added 11 hours ago
BC
Principal Engineer – Underground Mining
BBA Consultants
Toronto, ON
- Full-time
…mining engineer to join our outstanding Mining and Geology team. You’ll have the opportunity to work on a wide range of challenging projects with our mining…
Added 11 hours ago
SJ
Senior Development Officer, Foundation
St. Joseph's Health Care London
London, ON
- Full-time
…implementing the Foundation’s Leadership Giving Strategy. As a member of the Development Team, you’ll focus on building meaningful relationships with donors who wish to make…
Added 11 hours ago
L
Financial Service Representative - LendDirect Office 1501
LendDirect
Toronto, ON
- Full-time
…their next position within the company. In 2021, I moved into corporate as part of the Attain Finance Talent Acquisition…
Added 11 hours ago
MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
The role: The Sales & Advice Effectiveness Specialist, Retail supports the delivery and ongoing improvement of sales, advice and frontline effectiveness programs across Meridian Retail…
Added 11 hours ago
MO
Business Development Intern
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
- Full-time
Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer…
Added 11 hours ago
AF
Financial Service Representative - LendDirect Office 1501
Attain Finance
Toronto, ON
- Full-time
…their next position within the company. In 2021, I moved into corporate as part of the Attain Finance Talent Acquisition…
Added 11 hours ago
KS
Temporary Associate
kate spade new york
Rocky View No 44, AB · Ksny Crossiron Mills
- Part-time
A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive. Visit Our People page to…

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