Jobs in Canada

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Added 12 mins ago
TC
Sr Manager Financial Analysis
Travelers Canada
Toronto, ON
- Full-time
What is a Must Have
Added 12 mins ago
GN
Rituals Artisan - Full Time
Groupe Nordik
Chelsea, QC
- Full-time
Reporting to the Rituals Manager, the Rituals Artisan will participate in bringing the Ritual Experiences to a higher level en ensure our guests have an unforgettable quality time in our…
Added 12 mins ago
T
PLM Project Manager – 3DEXPERIENCE
Techso
Montreal, QC
- Full-time
Techso is looking for a PLM Project Manager – 3DEXPERIENCE to lead a large-scale project based in America.
Added 12 mins ago
FP
Bartender
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
Answer questions about food, beverages, wine and other restaurant functions and services
Added 12 mins ago
CZ
Project Manager - CZ
Calgary Zoo
Calgary, AB
- Full-time
Project management certification or commitment to obtaining certification is required
Added 12 mins ago
RM
Onboard Host - Vancouver (Seasonal Full Time, March to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
Reporting to the Guest Services Manager, the Onboard Host delivers exceptional onboard hospitality that creates memorable guest experiences. Through outstanding service, engaging…
Added 12 mins ago
LH
Chiropractor
Lifemark Health Group
Trenton, ON
- $38.84 to $56.96 CAD / hour
- Full-time
Support for specialized services including pelvic health and vestibular rehabilitation – areas known for high career satisfaction due to their profound patient impact.
Added 12 mins ago
SF
Medical Office Assistant - ON CALL
Snuneymuxw First Nation
Nanaimo, BC
- $27.2 to $31.45 CAD / hour
- Full-time
…support to the Snuneymuxw Health Team and helps coordinate services for clients, families and community members. Reporting to the Primary Care Manager, the MOA works closely with clinic…
Added 12 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 12 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 12 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 12 mins ago
NB
*NEW* Clinical Nurse Educator / Registered Nurse {ONA CS-26-298}
North Bay Regional Health Centre (NBRHC)
North Bay, ON
- $43.25 to $61.94 CAD / hour
- Contract
…personal support workers, and staff from dietary, environmental services, and Infection Prevention and Control - provides comprehensive care. Fully equipped for acute medicine patients, the…
Added 12 mins ago
NB
ACPAC Educational Internship {OPSEU CS-26-107}
North Bay Regional Health Centre (NBRHC)
North Bay, ON
- $40.36 to $56.3 CAD / hour
- Contract
Maintain regular communication with the Rheumatologist mentor, ACPAC clinical facilitators, and Manager of Allied Rehab Services regarding progress.
Added 12 mins ago
SH
Patient Transport Assistant (Designated Indegenous) - 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 12 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 12 mins ago
RB
Manager, Business Continuity Risk (12-Month Contract)
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, Business Continuity Risk, you are responsible for the execution of the Business Continuity Risk Management (BCRM) Program within Personal Banking and Commercial Banking Canada.…
Added 12 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 12 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 12 mins ago
A
Warehouse Workforce Manager
Aerotek
Calgary, AB
- Other
…95% of Fortune 500 companies and specialize in staffing and services solutions in manufacturing, logistics, construction, aviation, facilities and…
Added 12 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
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 13 mins ago
E
Customer Success Manager
ecobee
Toronto, ON
- Full-time
…while making a positive impact on the planet. Our products and services work in harmony to provide comfort, efficiency, and peace of mind for millions of homes and businesses. While we’re…
Added 13 mins ago
T
Sr. Angular Engineer
Telna
ON · Ontario, Canada
- Full-time
Design and maintain API integration layers for pricing, catalog, checkout, order and eSIM lifecycle services, with typed clients, interceptors, error handling, retries, caching and clear…
Added 13 mins ago
NB
Nurse Practitioner {ONA MH-26-150}
North Bay Regional Health Centre (NBRHC)
North Bay, ON
- $65.09 to $76.14 CAD / hour
- Full-time
Reporting to the Manager of Mental Health and Addictions at the King Street campus, the Nurse Practitioner will work in collaboration with the interdisciplinary team to provide support to…
Added 13 mins ago
NB
Nurse Practitioner {ONA CS-26-056}
North Bay Regional Health Centre (NBRHC)
North Bay, ON
- $63.66 to $74.46 CAD / hour
- Full-time
Reporting to the North Bay Regional Health Centre (NBRHC) Manager of Emergency Services, the Nurse Practitioner (NP) will support and enhance an inter-professional team within the Emergency…

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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Jobs in Canada

Sr Manager Financial Analysis

Rituals Artisan - Full Time

PLM Project Manager – 3DEXPERIENCE

Bartender

Project Manager - CZ

Onboard Host - Vancouver (Seasonal Full Time, March to October)

Chiropractor

Medical Office Assistant - ON CALL

Civil Engineering Inspector

Civil Engineering Inspector

Branch Manager

NEW Clinical Nurse Educator / Registered Nurse {ONA CS-26-298}

ACPAC Educational Internship {OPSEU CS-26-107}

Patient Transport Assistant (Designated Indegenous) - Repost

Manager, Productivity and Efficiency

Manager, Business Continuity Risk (12-Month Contract)

Project Manager

Product Manager MDS, Hypodermics and Anesthesia

Warehouse Workforce Manager

Pre-Construction Manager, GES NA, Design and Construction

Senior Analyst GWO Business Risk Management, Toronto

Customer Success Manager

Sr. Angular Engineer

Nurse Practitioner {ONA MH-26-150}

Nurse Practitioner {ONA CS-26-056}

Contact us

Work requirements

Jobs in Canada