Jobs in Canada

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Added 13 mins ago
TC
Sr Manager Financial Analysis
Travelers Canada
Toronto, ON
- Full-time
What is a Must Have
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Toronto, ON · Etobicoke, ON
- Full-time
…available. Reporting to the Construction Audit and Inspection Manager, you will help ensure civil utility infrastructure is constructed safely, accurately, and in accordance with design,…
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Vaughan, ON
- Full-time
…available. Reporting to the Construction Audit and Inspection Manager, you will help ensure civil utility infrastructure is constructed safely, accurately, and in accordance with design,…
Added 13 mins ago
IP
Branch Manager (Montreal, QC)
Insight Pest Canada
Montreal, QC
- $60,000 CAD / year
- Full-time
Ensure necessary maintenance of facilities is performed in a timely and cost-effective manager
Added 13 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…
Added 13 mins ago
B
Executive Assistant, Team Lead
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
Responsible for providing strategic executive support to the Vice President & General Manager and selected Canadian Leadership Team members while serving as the Team Lead for the Executive…
Added 13 mins ago
A
Warehouse Workforce Manager
Aerotek
Calgary, AB
- Other
…qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related…
Added 13 mins ago
MM
IT Support Engineer
Monarch Money
Remote, Canada
- Full-time
- Remote
…during a period of rapid growth. Reporting directly to the IT Manager, you’ll be a primary point of contact for employee IT support and help keep our fully remote, Mac-based environment…
Added 13 mins ago
MC
Leave & Accommodation Business Partner
Molson Coors
Toronto, ON
- Other
This position reports to the Manager, Leave, Accommodation & Occupational Health Management and works closely with HR Business Partners, managers, Legal, Benefits, Safety, Environmental…
Added 13 mins ago
Pre-Construction Manager, GES NA, Design and Construction
Amazon
Toronto, ON
As a Preconstruction Manager within Global Engineering Services (GES) North America (NA) Design & Construction (D&C), you are Amazon's owner's representative during the preconstruction…
Added 13 mins ago
Character Artist - EA Sports FC
Electronic Arts
Vancouver, BC
…hair and headgear. You will report to the project Development Manager or Development…
Added 13 mins ago
S-
Senior Analyst GWO Business Risk Management, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…and operating effectiveness with minimal guidance from line…
Added 13 mins ago
S
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
- Full-time
An understanding of Investment Funds/Alternative Assets/ETFs with five years of fund research/manager research experience
Added 13 mins ago
E
Customer Success Manager
ecobee
Toronto, ON
- Full-time
We are looking for a Customer Success Manager to join our energy team who believes in a cleaner energy future and wants to play a role in advancing that vision. You will work with a…
Added 13 mins ago
B
Port & Logistics Superintendent
Baffinland
Clyde River, NU
- Full-time
Reporting to the Manager of Site Coordination, Supply and Logistics, the Logistics & Supply Superintendent is responsible for leading, coaching and mentoring warehouse supervisors and…
Added 13 mins ago
LC
Talent Acquisition Specialist
Loblaw Companies Limited
Brampton, ON
- Full-time
Added 13 mins ago
ML
Refrigeration A Certificate - Senior Refrigeration Technician
Maple Lodge Farms
Brampton, ON
- $39.47 to $46.5 CAD / hour
- Full-time
Reporting to the Cogeneration Manager, the Senior Refrigeration Technician will be responsible for the maintenance and repair of ammonia compressors, ammonia pumps, water chillers, air…
Added 13 mins ago
CF
Front Desk Gym Supervisor
Canadian Forces Morale and Welfare Services
Oromocto, NB
- Part-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 13 mins ago
DG
Quality Control Inspector
Dawson Group
Kamloops, BC
- Full-time
…Quality Control Inspector, reporting to the Quality Control Manager. The Quality Control Inspector carries out field quality control on Dawson Civil’s aggregate, asphalt and road…
Added 13 mins ago
C
Part-Time Manager
Claire's
Kitchener, ON
- $18 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 13 mins ago
A
Lot attendant - Dodge City
AutoCanada
Saskatoon, SK
- $18 to $22 CAD / hour
- Other
Identify any lot merchandising needs or issues to the appropriate manager
Added 13 mins ago
S
Front End - Supervisor Front End II
Sobeys
Saskatoon, SK
- Full-time
Please note that this career opportunity is for a role at an independently owned and operated franchised/affiliate store location.
Added 13 mins ago
DG
Civil Project Coordinator
Dawson Group
Kamloops, BC
- Full-time
…full-time position, where you will report directly to the Project Manager and collaborate with project teams to help deliver high-quality deep and shallow utility projects. Your base…
Added 13 mins ago
WI
Civil Engineering Inspector
WSP in Canada
Markham, ON
- Full-time
…available. Reporting to the Construction Audit and Inspection Manager, you will help ensure civil utility infrastructure is constructed safely, accurately, and in accordance with design,…
Added 13 mins ago
J
Risk Manager
Jacobs
Toronto, ON
- $130,000 to $160,000 CAD / year
- Full-time
We're seeking a talented Risk Manager to join our growing, dynamic team in Toronto. We'll lean on you for demonstrated strong teamwork skills, communication skills, quality discipline,…

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