Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 6 mins ago
MN
Case Manager
Mi'kmaw Native Friendship Centre
Halifax, NS
- Full-time
Reports To: Front House Manager and Direction 180 Program Manager
Added 6 mins ago
VS
Life Enrichment Supervisor (2026-11071)
Verve Senior Living
Mississauga, ON
- Part-time
Smart Serve certification is required
Added 6 mins ago
VS
Life Enrichment Supervisor (2026-11073)
Verve Senior Living
Mississauga, ON
- Full-time
Smart Serve certification is required
Added 6 mins ago
T
PLM Technical/Functional Architect – Teamcenter
Techso
Montreal, QC
- Full-time
Strong knowledge of one or more key Teamcenter modules, including Structure Manager, Workflow Designer, BMIDE, Change Management, and Active Workspace;
Added 6 mins ago
GO
Highway Field Inspector
Government of Manitoba
The Pas, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 6 mins ago
GO
Highway Field Inspector
Government of Manitoba
Portage la Prairie, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 6 mins ago
CP
Senior Private Wealth Manager/Tax Director
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 6 mins ago
GO
Highway Field Inspector
Government of Manitoba
Arborg, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
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
N
Regional Sales Manager - Utilities-EN
Noramco
Mississauga, ON
- Full-time
(20%) Aggressively and consistently research new business opportunities and market Noramco products and services to new potential clients;
Added 6 mins ago
VS
Administrative Office Assistant (2026-10267)
Verve Senior Living
Mississauga, ON
- Full-time
…value of our residences. Under the direction of the Office Manager, provides administrative support including clerical and reception duties for the efficient operation of the…
Added 6 mins ago
GA
Payroll Specialist
GDI Ainsworth
Mississauga, ON
- $55,000 to $75,000 CAD / year
- Full-time
Reporting to the Payroll Manager - the Payroll Specialist works in partnership with the Human Resources team and all department Managers and provides administrative support for Payroll…
Added 6 mins ago
VS
Registered Practical Nurse (RPN) (2026-11065)
Verve Senior Living
Mississauga, ON
- Part-time
Must have proficient computer skills (i.e
Added 6 mins ago
FR
Area Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 6 mins ago
FH
Registered Nurse, Emergency - Specialty Qualified - Ridge Meadows Hospital
Fraser Health Authority
Pitt Meadows, BC
- $41.42 to $59.52 CAD / hour
- Full-time
…truly live where you work, achieving a healthy balance between professional purpose and personal…
Added 6 mins ago
T
Senior Manager, Brands Consulting
THE·TEAM
Toronto, ON
- Full-time
THE·TEAM is proud to provide representation and marketing services to talent, brands and properties across 28 countries and more than 70 cities worldwide.
Added 6 mins ago
FR
Condominium Manager
FirstService Residential Canada
Vaughan, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 6 mins ago
IS
Maintenance Supervisor
Irving Shipbuilding
Halifax, NS
- Full-time
Must have the ability to work effectively with Computerized Maintenance Management System
Added 6 mins ago
CO
Legislative Clerk (Legislative Services)
City of Kitchener
Kitchener, ON
- Full-time
Provide high-level, professional legislative and administrative support to the Director of Legislated Services / City Clerk and Manager, Emergency Management and Business Continuity…
Added 6 mins ago
UM
Tools Programmer Python - TGQF
Ubisoft Montréal
Montreal, QC
- Full-time
Strong proficiency with AWS services (EKS, S3, Lambda, IAM/IRSA, Secrets Manager), Databricks, and containerized environments (Docker, Kubernetes, Helm).
Added 6 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 6 mins ago
SH
Patient Transport Assistant (Designated Indigenous) - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Must have good interpersonal and English communication skills, both oral and written · Must have good organizational skills and be able to communicate in an effective manner with all levels of staff
Added 6 mins ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…restricted periods. Work directly with Sales Operations, People Data Services, PBPs, and the business leaders who will feel the impact, so Day-1 fiscal-year changes such as territory,…
Added 6 mins ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Compliance or regulatory experience within a banking or financial services environment
Added 6 mins ago
MC
Marketing Coordinator
MaKami College
Calgary, AB
- Full-time
…MaKami team members are provided with many opportunities for professional career growth in a fulfilling and dynamic work…

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

Report this job

Work requirements

Jobs in Canada