Jobs in Canada

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Added 14 mins ago
TC
Sr Manager Financial Analysis
Travelers Canada
Toronto, ON
- Full-time
What is a Must Have
Added 14 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and decision support to drive profitable growth, improve…
Added 14 mins ago
LN
Corporate Controller
Lambert Nemec Group
Winnipeg, MB
- Full-time
…to the VP of Finanace, the Corporate Controller will oversee financial management, ensure efficient financial processes, strategic planning, and contribute to achieving the company’s growth…
Added 14 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 14 mins ago
LC
Director, Central Assist Operations
Loblaw Companies Limited
Mississauga, ON
- Full-time
…cognitive pharmacy services, ensuring operational excellence, financial performance, regulatory compliance, and a consistent, high-quality experience for pharmacies and patients. The…
Added 14 mins ago
B
Databricks Developer
BeachHead
Toronto, ON
- $75 to $77 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Databricks Developer to design, develop, and optimise enterprise-grade data pipelines using Databricks and Apache Spark.…
Added 14 mins ago
C
K-Advisor Strategic Partnership
CN
Quebec, QC
- Full-time
Support the preparation of financial and activity reports, as needed
Added 14 mins ago
CF
Administrative Assistant
Canadian Forces Morale and Welfare Services
Victoria, BC
- Part-time
…their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness…
Added 14 mins ago
PC
Member Service Specialist (On Site)
Prospera Credit Union
Surrey, BC
- Full-time
…community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with…
Added 14 mins ago
RB
Manager, Productivity and Efficiency
Royal Bank of Canada
Toronto, ON
- Full-time
A world-class training program in financial services.
Added 14 mins ago
RB
Manager, Business Continuity Risk (12-Month Contract)
Royal Bank of Canada
Toronto, ON
- Full-time
5+ years of experience in executing operational risk management practices in the financial services industry, including implementing appropriate strategies to mitigate risk
Added 14 mins ago
EG
Senior Finance Analyst, Cruise
Expedia Group
Vancouver, BC · Canada - British Columbia - Vancouver
- Full-time
Work onsite in our Vancouver office 3 days per week, in alignment with Expedia Group’s hybrid office model
Added 14 mins ago
VG
Intermediate Accountant - Hybrid
Veralto Global
London, ON
- $65,000 to $75,000 CAD / year
- Full-time
Reporting to the Global Controller, Finance, the Intermediate Accountant Associate supports month-end close, financial reporting, project accounting, intercompany activities, and general…
Added 14 mins ago
RR
Senior Accountant
Regal Rexnord
Langley (District), BC · Langley, British Columbia, Canada
- Full-time
At Thomson Power Systems, strong financial governance is essential to supporting our operations and growth. We are seeking an experienced Senior Accountant to join our Finance team on a…
Added 14 mins ago
PC
Financial Reporting & Tax Compliance, Senior Associate
Pwc Canada
Calgary, AB · Winnipeg, MB
- Full-time
Our group at PwC’s provides assurance (reviews and compilations), financial reporting, tax compliance, planning, and strategy services. We help businesses address financial reporting,…
Added 14 mins ago
S-
Senior Analyst GWO Business Risk Management, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
Added 14 mins ago
K
Principal Database Engineer
Kraken
Canada
- Full-time
…years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial…
Added 14 mins ago
D
spécialiste principal ou spécialiste principale du carbone
Deloitte
Toronto, ON
- Full-time
Added 14 mins ago
AI
Pega Technical Lead
Apptoza Inc.
Toronto, ON
- Full-time
8+ years of Banking and Financial Services experience, including at least 3 years in AML/KYC.
Added 14 mins ago
NB
Supervisor {NU C-26-062}
North Bay Regional Health Centre (NBRHC)
North Bay, ON
- $48.49 to $60.62 CAD / hour
- Full-time
…leadership to a team of seven Accounting Clerks, ensuring effective financial operations, strong internal controls, audit readiness, and continuous process improvement in a high-volume…
Added 14 mins ago
K
Software Engineer - DevOps - Bitnomial
Kraken
Canada
- Full-time
…years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial…
Added 14 mins ago
K
Software Engineer - Database - Bitnomial
Kraken
Canada
- Full-time
…years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial…
Added 14 mins ago
MU
Accounting Tech ll - Charitable Accounting, Financial Services
MacEwan University
AB · Edmonton, AB
- Full-time
MacEwan University is seeking an Accounting Tech ll for a full-time 12-month replacement term opportunity with the Financial Services department.
Added 14 mins ago
S
Interim Manager Front End -FreshCo Coliseum
Sobeys
AB · Edmonton, AB
- Temporary
Manage the department budget and ensure the department achieves all financial targets and maximizes sales and margins, including appropriate sales forecasting, variance analysis and…
Added 14 mins ago
T&
Finance Manager, Financial Accounting & Reporting
Turner & Townsend
Toronto, ON
- Full-time
We are seeking a highly skilled & experienced Finance Manager - Financial Accounting & Reporting to join our team in Toronto, Canada office.

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