Jobs in Canada

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Added 12 mins ago
UO
Utilities Electrical Engineer
University of British Columbia
Vancouver, BC · UBCV | Campus Energy Centre (CEC)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
Works closely with the Manager, Electrical Utilities to provide short- and long-range utility system planning to accommodate campus electrical load growth and increase network resiliency to…
Added 12 mins ago
Meat & Seafood - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fall River, NS
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 12 mins ago
N
Department Manager-Nike Premium Outlet Collection
Nike
AB · NFS CA EDMONTON SOUTH
- Full-time
Behind every great team is a great coach. That’s why when you join us as a Department Manager, we refer to you as a Coach.
Added 12 mins ago
T
Senior Business Intelligence Analyst
TD
Montreal, QC
- Full-time
Oversee journey planning and execution including technical reviews and quality control.
Added 12 mins ago
T
Customer Experience Associate
TD
Ottawa, ON · Orleans, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 12 mins ago
T
Customer Experience Associate
TD
Surrey, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 12 mins ago
ACTIVATION AIDE
Southbridge Healthcare LP
Newmarket, ON
Knowledge and demonstrated experience in one-one/group program planning, implementation and evaluation for both well and the cognitively impaired.
Added 12 mins ago
REGISTERED NURSE
Southbridge Healthcare LP
Port Hope, ON
Schedule: (day shifts-7:00am-3:00pm) +Rotational Weekends
Added 12 mins ago
REGISTERED NURSE
Southbridge Healthcare LP
Clarington, ON
Organizational, planning, time management and multi-tasking skills.
Added 12 mins ago
Licensed Practical Nurse
Covenant Care + Covenant Living
Edmonton, AB
Reporting to the Resident Care Manager (RCM), the Licensed Practical Nurse (LPN) is responsible for managing the day-to-day delivery of care to residents by motivating and empowering the…
Added 12 mins ago
M
Team Lead, Laboratory Services
Medcan
Toronto, ON
- $73,699 to $101,335 CAD / year
- Full-time
Reporting to the Manager, Laboratory Services, the Team Lead is accountable for the day-to-day leadership, coordination and performance of the Medical Laboratory Assistant (MLA) team. The…
Added 12 mins ago
KG
Environmental Specialist
K+S Group
Bethune, SK · Saskatoon, SK
- Full-time
Reporting to the Manager Environment, the Environmental Specialist provides environmental expertise and support to operations and projects at the Bethune mine. The Specialist identifies…
Added 12 mins ago
MH
Pharmacy Manager -Full-Time- Meridian
Mint Health + Drugs
Stony Plain, AB
- Full-time
We are looking for a Pharmacy Manager to lead our Meridian team. This is an opportunity to lead a pharmacy with an established Pharmacist First workflow and a mature, well-developed travel…
Added 12 mins ago
CK
Store Assistant Manager
Circle K
Bridgetown, NS
- Full-time
You will assist the Store Manager with overseeing the store operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, paperwork, making bank…
Added 12 mins ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Provides input into the planning and implementation of operational programs.
Added 12 mins ago
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Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 12 mins ago
B
Mortgage Specialist
BMO
Guelph, ON
- Full-time
Provides input into the planning and implementation of operational programs.
Added 12 mins ago
B
Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Act as relationship manager for their clients assigned and interact effectively with other stakeholders in the file.
Added 12 mins ago
B
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
- Full-time
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within…
Added 12 mins ago
FH
Registered Nurse, Medicine
Fraser Health
BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
- Part-time
…Registered Nurse provides direct patient care by assessing, planning, providing and evaluating nursing care to patients in (an) acute inpatient…
Added 12 mins ago
TI
Co-op Content Coordinator
Techtronic Industries Canada Inc. - TTI Canada
Toronto, ON
- Full-time
Reporting to the Senior Manager, Communications, and working closely with stakeholders across the organization, the Content Coordinator creates and publishes content, supports day-to-day…
Added 12 mins ago
AC
Service Technician
AERZEN Canada Inc.
Ancaster, ON
- Full-time
Communicate with service coordinator, manager, and customer to assess job requirements, provide recommendations, and explain service options.
Added 26 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 26 mins ago
FO
Senior Finance Manager, Programs
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…Director of Corporate Services and Finance, the Senior Finance Manager will play a key role in all financial aspects for the Green Municipal Fund (GMF), Growing Canada’s Community Canopies…
Added 26 mins ago
CD
Commis d'entrepôt | Warehouse Associate
Cirque du Soleil Entertainment Group
Montreal, QC
- Full-time

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