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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
CZ
Project Manager - CZ
Calgary Zoo
Calgary, AB
- Full-time
Project management certification or commitment to obtaining certification is required
Added 13 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 13 mins ago
RB
Manager, Productivity and Efficiency
Royal Bank of Canada
Toronto, ON
- Full-time
A world-class training program in financial services.
Added 13 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 13 mins ago
GE
Project Manager
GFL Environmental Inc.
Prince George, BC
- Full-time
We are seeking a highly experienced Project Manager to join our team in Prince George, British Columbia. This role is central to our specialized environmental services division, focusing on…
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 14 mins ago
S-
Senior Analyst GWO Business Risk Management, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin America and in select markets in Europe 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.
Added 14 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 14 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Kawartha Lakes, ON
- Full-time
Prepare accurate monthly, quarterly, and annual financial reports. Prepares and delivers monthly financial performance analyses for Autism Services highlighting key trends, risks, and…
Added 14 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Maple, ON
- Full-time
Prepare accurate monthly, quarterly, and annual financial reports. Prepares and delivers monthly financial performance analyses for Autism Services highlighting key trends, risks, and…
Added 14 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Woodstock, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 14 mins ago
B
Market Leader - Financial Planning
BMO
Halifax, NS
- Full-time
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed…
Added 14 mins ago
ES
Manager 2, Finance
Easterseals Southern California
St. Phillips, ON
- Full-time
Prepare accurate monthly, quarterly, and annual financial reports. Prepares and delivers monthly financial performance analyses for Autism Services highlighting key trends, risks, and…
Added 14 mins ago
SD
Patient Care Specialist-1
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Manager/Field Case Manager for a designated territory, dependent on the program. The superior
Added 14 mins ago
PD
Manager, Transitional Housing
Phoenix Drug & Alcohol Recovery and Education Society
Surrey, BC
- Full-time
Job Summary: The Manager, oversees and plans the day-to-day operations of the Phoenix Society's programs housed in Transitional Housing (TH) locations. The position is responsible for:…
Added 14 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Mississippi Mills, ON
- Full-time
Prepare accurate monthly, quarterly, and annual financial reports. Prepares and delivers monthly financial performance analyses for Autism Services highlighting key trends, risks, and…
Added 14 mins ago
CC
Project Delivery Lead
Computershare Canada
Montreal, QC
- Full-time
…operational excellence, and business growth for Canada Issuer Services. You'll collaborate with senior leaders, support relationship management, and champion people-focused projects that…
Added 14 mins ago
V
Financial Services Representative - Blundell Centre
Vancity
Richmond, BC
- Part-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 14 mins ago
OC
Manager of Continuing and Community Education
Ottawa Catholic School Board
Ottawa, ON
- Full-time
The OCSB is currently seeking a Manager of Continuing and Community Education. The possible work addresses for this position can be found in our .
Added 14 mins ago
RA
Manager - Tax - RFA Financial Inc.
RFA Asset Management
Winnipeg, MB
- Full-time
RFA Financial is seeking a highly motivated and detail-oriented Manager, Tax to support our corporate tax compliance, reporting, and planning activities. This is an exciting opportunity for…
Added 14 mins ago
MG
Territory Sales Manager
MISTRAS Group
Calgary, AB
- Full-time
The Territory Sales Manager is responsible for developing and growing an assigned geographic territory and customer base through strategic business development, account management, and…
Added 14 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 14 mins ago
M
Survey Project Manager
McElhanney
Vancouver, BC
- Full-time
…mapping, planning, landscape architecture, and environmental services. As a 100% employee-owned and operated firm, with over 1,500 staff members in 31 locations, we are proud to offer…

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