Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 29 mins ago
W
Senior Advisor - Safety Risk Management
WestJet
Calgary, AB
- Full-time
Reporting within Group Safety, this role provides technical leadership for the Safety Risk Management (SRM) program, ensuring a consistent approach to hazard identification, risk…
Added 2 hours ago
SE
Occupational Health, Safety and Environment (OHSE) Advisor
SMS Equipment Inc.
Fort McMurray, AB
- Full-time
SMS Equipment is seeking field-focused Occupational Health, Safety and Environment (OHSE) Advisor to partner with employees and operational leaders in Fort McMurray. In this role, you’ll…
Added 2 hours ago
W
Director of Finance, Contract
WalterFedy
Kitchener, ON
- Contract
…on Finance for accurate reporting, forecasting, and decision support. The role also maintains day-to-day external relationships (auditors, lenders, insurers), escalating strategic matters…
Added 3 hours ago
W
Senior Buyer
Worley
Calgary, AB
- Full-time
Must have major EPCM project experience
Added 3 hours ago
S
DCN Project Cost and Risk Manager
SLB
Calgary, AB
- Full-time
SLB is seeking an experienced Project Cost and Risk Manager to support the successful delivery of hyperscale data center projects. This role is responsible for leading project cost control…
Added 3 hours ago
DA
EV Product Specialist - Destination Auto Group
Destination Auto Group
Vancouver, BC
- $28 CAD / hour
- Temporary
…potential opportunities to transition into a permanent Guest Advisor role as business needs…
Added 3 hours ago
CL
Solutions Architect - Enterprise Content Management (ECM)
Canada Life
London, ON
- Full-time
The successful candidate will serve as the technical leader responsible for translating business requirements into scalable, secure, resilient, and future-ready solutions while aligning…
Added 3 hours ago
LL
Field Service Technician - Acheson (2x)
Liebherr-Canada Ltd.
Acheson, AB
- Internship
Comfortable working on a 14-days-on / 14-days-off schedule, with 12-hour shifts
Added 4 hours ago
HR
Manager, Surveillance
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- Full-time
He or she is accountable for hiring, motivating and retaining staff and working with direct reports to develop performance objectives, support development opportunities and recognition.
Added 4 hours ago
A
Senior Enterprise Cybersecurity Strategist
Affinity
Prince George, BC
- Contract
Able to work independently as a trusted advisor while collaborating with PMs and technical SMEs.
Added 4 hours ago
DC
Team Manager - Water Wastewater Ontario
Dillon Consulting Limited
London, ON · Hamilton, ON · Guelph, ON · Kingston, ON · Toronto, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Chatham-Kent, ON · Chatham, ON · North York, ON
- Full-time
…provenability to build and maintain strong relationships.• Technical Skills: Excellent technical competency in water and wastewater treatment process design.• Problem-Solving Skills:…
Added 4 hours ago
Senior Advisor - Safety Risk Management
WestJet Group
Calgary, AB
Reporting within Group Safety, this role provides technical leadership for the Safety Risk Management (SRM) program, ensuring a consistent approach to hazard identification, risk…
Added 5 hours ago
IK
Service Advisor (Temporary)
Inland Kenworth
Campbell River, BC
- Full-time
- Temporary
The Service Advisor will be responsible for service check-ins, scheduling, estimating, selling, updating, and following up with customers during the entire service process. Further…
Added 5 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 5 hours ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
Support GWM advisors by conducting client portfolio reviews for existing client accounts and participate in the creation of portfolio proposals incorporating pooled investments to attract…
Added 5 hours ago
Manager Integrated Planning
Evolution Mining Limited
Red Lake, ON
…annual budgeting, and operational execution. The role leads technical planning functions, advances value-enhancing growth opportunities, and provides strategic guidance to support safe,…
Added 5 hours ago
C
K-Advisor Strategic Partnership
CN
Quebec, QC
- Full-time
Support employee participation and engagement in community initiatives
Added 5 hours ago
WI
Lead, Global People Analytics
WSP in Canada
Moncton, NB
- Full-time
…requirements and turning business needs into clear functional and technical specifications. Through stakeholder consulting, data governance, workforce analysis, and technical leadership,…
Added 5 hours ago
WI
Lead, Global People Analytics
WSP in Canada
Halifax, NS
- Full-time
…requirements and turning business needs into clear functional and technical specifications. Through stakeholder consulting, data governance, workforce analysis, and technical leadership,…
Added 5 hours ago
WI
Lead, Global People Analytics
WSP in Canada
Montreal, QC
- Full-time
…requirements and turning business needs into clear functional and technical specifications. Through stakeholder consulting, data governance, workforce analysis, and technical leadership,…
Added 5 hours ago
WI
Lead, Global People Analytics
WSP in Canada
Winnipeg, MB
- Full-time
…requirements and turning business needs into clear functional and technical specifications. Through stakeholder consulting, data governance, workforce analysis, and technical leadership,…
Added 5 hours ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 5 hours ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 5 hours ago
WI
Lead, Global People Analytics
WSP in Canada
Toronto, ON
- Full-time
…requirements and turning business needs into clear functional and technical specifications. Through stakeholder consulting, data governance, workforce analysis, and technical leadership,…
Added 6 hours ago
IC
CRM & Sales Enablement, Lead
Interac Corp.
Toronto, ON · Interac Corp. Head Office
- Full-time
…will provide hands-on Salesforce configuration and development support, directly delivering lower-complexity enhancements and working with technical partners on more complex builds and…

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

Report this job

Work requirements

Jobs in Canada