Jobs in Canada

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Added 6 mins ago
WC
(CAN) Associé à la protection des biens
Walmart Canada
Montreal, QC
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 6 mins ago
B
Human Resources Assistant
Baycrest
Toronto, ON
- Full-time
The individual in this role is required to be on-site 5 days per week
Added 6 mins ago
NP
Utility Solar Technician II - Sarnia, ON Canada
NovaSource Power Services
Sarnia, ON
- $48 to $55 CAD / hour
- Full-time
Must have a strong safety background with experience in Lockout Tag Out and Job Hazard Analysis
Added 6 mins ago
A
Superintendent / Concierge - resident or non-resident
Armco
Mascouche, QC
- Full-time
Report property damage, hazards, and incidents to the Property Manager and follow up on corrective work.
Added 6 mins ago
FR
Area Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 7 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 7 mins ago
FR
Condominium Manager
FirstService Residential Canada
Vaughan, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 7 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 7 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 7 mins ago
MP
HR Generalist
Mauser Packaging Solutions
Brampton, ON
- Full-time
Support Regional HR Manager in the diagnosis of organizational problems and develop and implement solutions Administration and implementation of communications programs to increase employee…
Added 7 mins ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 7 mins ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 7 mins ago
Indigenous Business Liaison
City of Edmonton
AB
Reporting to the Manager of Business Support Programs, the Indigenous Business Liaison connects Indigenous entrepreneurs and business owners directly with municipal resources, programs, and…
Added 7 mins ago
Acting Store Manager Mayfair Shopping Centre
EssilorLuxottica Group
Victoria, BC
…We are a culture that wants to see you succeed, develop your customer expertise and care, and feel supported by people who embrace you. With us, you’ll bring warmth into the hearts and…
Added 7 mins ago
TA
QC - SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Laval, QC
- Part-time
…ourselves on seeing our people reach their full potential through growth, confidence, passion, and innovation.…
Added 7 mins ago
TA
QC - STOCK COORDINATOR - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Laval, QC
- Part-time
…ourselves on seeing our people reach their full potential through growth, confidence, passion, and innovation.…
Added 7 mins ago
TA
Sales Associate - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Pickering, ON
- Part-time
…ourselves on seeing our people reach their full potential through growth, confidence, passion, and innovation.…
Added 7 mins ago
TA
SALES LEAD - FULL TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Winnipeg, MB
- Full-time
Reporting to the Store Manager, the Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates, and making…
Added 7 mins ago
AP
Account Manager
ALTA Performance Materials
CA-VIRTUAL LOCATION
- Full-time
The Account Manager is responsible for driving profitable sales growth, managing existing customer relationships, and identifying new business opportunities within an assigned territory.…
Added 22 mins ago
FP
Bartender
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
Count and take inventory of all beverages and supplies and assistant manager with inventory ordering
Added 22 mins ago
DH
Operations Manager
Dessert Holdings
London, ON
- Full-time
We are seeking an Operations Manager to lead Plant production operations in London, Ontario. This role is accountable for safely and consistently delivering the production plan while…
Added 22 mins ago
RM
Onboard Host - Vancouver (Seasonal Full Time, March to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
…support one another, embrace new possibilities, and celebrate growth, all in a respectful and inclusive environment where integrity, collaboration, and passion for the guest experience lead…
Added 22 mins 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 22 mins ago
RB
Manager, Productivity and Efficiency
Royal Bank of Canada
Toronto, ON
- Full-time
The Manager, Productivity and Efficiency supports the COO group within Technology and Operations, with a primary focus on transformation and operations of productivity and efficiency…
Added 22 mins ago
B
Product Manager MDS, Hypodermics and Anesthesia
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $85,000 to $135,000 CAD / year
- Full-time
The Product Manager MDS, Hypodermics and Anesthesia will lead the national marketing plan for the assigned MDS portfolio. The role will report to the Marketing Director for MDS, and, in…

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