Jobs in Canada

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Added 4 mins ago
CF
Quality Auditor
Commission for Complaints for Telecom-television Services (CCTS-CPRST)
Ottawa, ON
- $55,000 to $60,000 CAD / year
- Full-time
Be sure to polish your résumé and write a compelling cover letter to take advantage of this opportunity! Only candidates selected for an interview will be contacted. Your path to making a…
Added 4 mins ago
N
Instrumentation Technologist
Nutrien
Rocanville, SK
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 4 mins ago
CZ
Project Manager - CZ
Calgary Zoo
Calgary, AB
- Full-time
Project management certification or commitment to obtaining certification is required
Added 4 mins ago
SF
Medical Office Assistant - ON CALL
Snuneymuxw First Nation
Nanaimo, BC
- $27.2 to $31.45 CAD / hour
- Full-time
Please submit your application through ADP by December 4, 2026.
Added 4 mins ago
BP
Part-Time / Full-Time Afternoon Cleaning Technician (1:00pm to 5:00pm ONLY 3 Days per Week to Start)
Binx Professional Cleaning
North Bay, ON
- $20 CAD / hour
- Full-time
- Part-time
TO START - 3 HALF DAYS PER WEEK · STARTING JANUARY - 5 FULL DAYS PER WEEK
Added 4 mins ago
RD
Manager, Network Infrastructure and Cybersecurity
Regional District of North Okanagan
Coldstream, BC
- Full-time
…this position, please visit our website at rdno.ca/careers and submit your resume, cover letter and any corresponding information in PDF format quoting Competition No.…
Added 4 mins ago
KS
Overnight Mobile Security Guard - Full Time
K9ine Security
Cobourg, ON
- Full-time
Apply Today! Interested candidates are encouraged to submit a current résumé detailing their relevant experience, qualifications, certifications, and availability.
Added 5 mins ago
MG
Account Associate
MSL Group Canada
Toronto, ON
- Full-time
To apply, click “I’m Interested” and submit your resume. We thank all applicants for their interest - only those selected for an interview will be contacted.
Added 5 mins ago
B
Market Leader - Financial Planning
BMO
Halifax, NS
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 5 mins ago
DC
LINC Instructor (Maternity coverage)
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
To apply, please upload your resume and cover letter as separate attachments. Please note that only Word or PDF formats can be accepted. As part of the application process, you will be…
Added 5 mins ago
OC
Manager of Continuing and Community Education
Ottawa Catholic School Board
Ottawa, ON
- Full-time
If you are a current OCSB employee, you must use your OCSB ATE account to apply to this vacancy.*
Added 5 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 20 mins ago
New Accounts Administrator
Odlum Brown
Vancouver, BC
Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and…
Added 20 mins ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a…
Added 20 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 20 mins ago
B
Mortgage Specialist
BMO
Guelph, ON
- Full-time
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a…
Added 20 mins ago
B
Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Added 20 mins ago
B
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 20 mins ago
M
Winter Co-op 2027 – Accounting Analyst
Manulife
Toronto, ON
- Full-time
Submit your resume, cover letter, academic transcript and work term evaluation (if any) in one single PDF file.
Added 34 mins ago
Housekeeper
Inuvialuit Regional Corporation
NT · ISR, Northwest Territories
Please submit your resume and cover letter by pressing the Apply for This Job button at the top right of this web page and follow the application steps.
Added 34 mins ago
General Helper
Inuvialuit Regional Corporation
NT · ISR, Northwest Territories
Food Safety and Handling certification is required
Added 34 mins ago
T
Agricultural and Off the Road Tire Technician
Tirecraft
Courtice, ON
- $22 to $28 CAD / hour
- Full-time
Interested applicants should submit their resume via this ad. We appreciate all interested applicants, however, only those selected for an interview will be contacted. This position is for…
Added 34 mins ago
TD
Senior Financial Reporting Analyst
Tetra Digital Group
Toronto, ON
- $100,000 to $125,000 CAD / year
- Full-time
Strong IFRS. The judgment to apply it to new transactions, and the writing to document your conclusion so an auditor agrees with it.
Added 49 mins ago
C
Office Clerks (Sales Audit, Temporary) - Red Deer - Central Alberta Co-op
Co-op
Red Deer, AB
- Full-time
If you're ready to join our team and deliver exceptional service to our customers, please submit your resume online, along with three references and a cover letter highlighting your…
Added 49 mins ago
CS
Building Manager
Cleantech Service Group
Vancouver, BC
- $24 to $25 CAD / hour
- Full-time
Please apply with your resume - we’d love to hear from you!

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