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Added 13 mins ago
T
PLM Project Manager – 3DEXPERIENCE
Techso
Montreal, QC
- Full-time
…environment and play a central role between business needs, technical teams, and key…
Added 13 mins ago
T
DELMIA Solution Architect – 3DEXPERIENCE
Techso
Montreal, QC
- Full-time
Techso is looking for a DELMIA Solutions Architect – 3DEXPERIENCE to support clients in the design, integration, and deployment of digital solutions across Canada, France, and…
Added 13 mins ago
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Seasonal Guest Experience Lead | Spring Garden Road
lululemon
Halifax, NS
- Full-time
Must have the ability to travel to assigned store with reliable transportation methods
Added 13 mins ago
LV
SEASONAL SALES ASSOCIATE-EN
La Vie En Rose
Montreal, QC
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
CF
Administrative Assistant
Canadian Forces Morale and Welfare Services
Victoria, BC
- Part-time
…services, access to retail savings and discounts and offers family support and organizes charity…
Added 13 mins ago
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Inside Technical Sales - Measurement & Analytical
Wajax
Calgary, AB
- Full-time
Tundra has an opening for an Inside Technical Sales, Measurement & Analytical role, based in Calgary, AB. The successful candidate will be a technical applications professional who reflects…
Added 13 mins ago
EG
Senior Finance Analyst, Cruise
Expedia Group
Vancouver, BC · Canada - British Columbia - Vancouver
- Full-time
Work onsite in our Vancouver office 3 days per week, in alignment with Expedia Group’s hybrid office model
Added 13 mins ago
RR
Senior Accountant
Regal Rexnord
Langley (District), BC · Langley, British Columbia, Canada
- Full-time
…contract, with the potential for extension to permanent, to support business continuity. This role will provide hands‑on accounting leadership and ensure the accuracy and integrity of our…
Added 13 mins ago
CF
Bartender (2)
Canadian Forces Morale and Welfare Services
Gander, NL
- Part-time
Must possess a Provincial Responsible Service of Alcohol certification · The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 13 mins ago
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Senior Analyst GWO Business Risk Management, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…mergers & acquisitions); fixed income and equity underwriting, sales, trading and research; prime services (prime brokerage and stock lending); foreign exchange sales and trading; commodity…
Added 13 mins ago
CF
Home and Electronics Sales Associate
Canadian Forces Morale and Welfare Services
Saint-Gabriel-de-Valcartier, QC
- Part-time
As a Home and Electronics Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your…
Added 13 mins ago
LV
KEY HOLDER-EN
La Vie En Rose
Montreal, QC
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
SALES ASSCOAITE-EN
La Vie En Rose
Saint-Jérôme, QC · St-Jérôme, QC
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
SALES ASSOCIATE-EN
La Vie En Rose
Edmonton, AB
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
KEY HOLDER-EN
La Vie En Rose
Edmonton, AB
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
KEY HOLDER-EN
La Vie En Rose
Montreal, QC
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
KEY HOLDER-EN
La Vie En Rose
Nanaimo, BC
- Part-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Mississauga, ON
- Full-time
Train your team members to provide strong customer support - teach them the best sales techniques and make sure they’re familiar with all product features;
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Seasonal Part Time Educator | Halifax Shopping Centre
lululemon
Halifax, NS
- Part-time
Must have proof of the Right to Work and evidence relating to associated local legislative requirements (EMEA only) · Must have the ability to travel to assigned store with own transportation methods
Added 13 mins ago
LV
GÉRANT.E-EN
La Vie En Rose
Brossard, QC
- Full-time
Performance bonuses (in-store sales or management position)
Added 13 mins ago
LV
GÉRANT.E-EN
La Vie En Rose
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
Performance bonuses (in-store sales or management position)
Added 13 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 13 mins ago
KM
Investor Relations & Business Development Analyst
K92 Mining Inc.
Vancouver, BC
- Full-time
Support the planning and execution of conferences, roadshows, investor meetings and site visits, including logistics, materials, coordination and follow-up
Added 28 mins ago
SL
Director, Canadian Tax
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 28 mins ago
TS
Thrift Store Clerk
The Salvation Army Canada and Bermuda Territory
St. Thomas, ON
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…

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