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Added 2 mins ago
DH
Continuous Improvement Manager
Dessert Holdings
London, ON
- Full-time
Connect improvement initiatives to financial performance by validating savings, productivity gains, and operational benefits.
Added 2 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 2 mins ago
C
Controller / Contrôleur(e)
Corbec
Kirkland, QC
- Full-time
In-office position with the option of one day per week working from home
Added 2 mins 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 2 mins ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 mins ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
…executed/delivered in support of the team’s and broader GIS business strategies and objectives. Ensures all activities conducted in adherence with governing regulations for offshore and…
Added 2 mins ago
G
Regional Property Manager
Greystar
Toronto, ON
- Full-time
This Regional Property Manager is responsible for overseeing and managing the overall performance and profitability of a portfolio of properties within a designated region. This role…
Added 3 mins ago
V
Senior Privacy Manager
Vancity
Vancouver, BC
- Full-time
…we’re actively pursuing strategies in Indigenous banking and financial resilience for our…
Added 3 mins ago
Manager Integrated Planning
Evolution Mining Limited
Red Lake, ON
Ensure strategic mine plans align with corporate objectives, reserve and resource strategies, and business performance targets.
Added 17 mins ago
TC
Sr Manager Financial Analysis
Travelers Canada
Toronto, ON
- Full-time
What is a Must Have
Added 17 mins ago
CZ
Project Manager - CZ
Calgary Zoo
Calgary, AB
- Full-time
Project management certification or commitment to obtaining certification is required
Added 17 mins ago
DH
Operations Manager
Dessert Holdings
London, ON
- Full-time
…delivering results against headcount, volume throughput, efficiency, financial variances, and other KPIs. The Operations Manager builds organizational capability through servant leadership,…
Added 17 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 17 mins ago
RB
Manager, Productivity and Efficiency
Royal Bank of Canada
Toronto, ON
- Full-time
Demonstrated experience with performance measurement, KPI development, or business metrics reporting
Added 17 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
Own annual financial budgets and quarterly projections for platform revenue performance and profitability supported by market trends·
Added 18 mins ago
B
Port & Logistics Superintendent
Baffinland
Clyde River, NU
- Full-time
Provide leadership to a team of direct reports by hiring, establishing objectives, providing performance feedback, and delivering disciplinary actions. Instil a team culture of…
Added 18 mins ago
S
Interim Manager Front End -FreshCo Coliseum
Sobeys
AB · Edmonton, AB
- Temporary
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 18 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Kawartha Lakes, ON
- Full-time
Monitor budget performance and identify areas of financial improvement.
Added 18 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Maple, ON
- Full-time
Monitor budget performance and identify areas of financial improvement.
Added 18 mins ago
B
Market Leader - Financial Planning
BMO
Halifax, NS
- Full-time
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed…
Added 18 mins ago
ES
Manager 2, Finance
Easterseals Southern California
St. Phillips, ON
- Full-time
Monitor budget performance and identify areas of financial improvement.
Added 18 mins ago
PD
Manager, Transitional Housing
Phoenix Drug & Alcohol Recovery and Education Society
Surrey, BC
- Full-time
Job Summary: The Manager, oversees and plans the day-to-day operations of the Phoenix Society's programs housed in Transitional Housing (TH) locations. The position is responsible for:…
Added 18 mins ago
ES
Manager 2, Finance
Easterseals Southern California
Mississippi Mills, ON
- Full-time
Monitor budget performance and identify areas of financial improvement.
Added 18 mins ago
CC
Project Delivery Lead
Computershare Canada
Montreal, QC
- Full-time
In addition, you will work collaboratively with the Senior Manager and/or Head of Strategic Delivery to create project and implementation plans to successfully execute strategic initiatives…
Added 18 mins ago
OC
Manager of Continuing and Community Education
Ottawa Catholic School Board
Ottawa, ON
- Full-time
The OCSB is currently seeking a Manager of Continuing and Community Education. The possible work addresses for this position can be found in our .

BMO

Wealth Planning Advisor

Burnaby, BC, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Dec 10, 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

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.

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More about this job

Responsibilities

Provide financial planning expertise, prepare and present client plans, and advise BMO wealth professionals on investment, retirement, estate, tax, insurance, and corporate planning strategies. Support planning tools and resources, respond to complex inquiries, contribute to regional growth initiatives, and help ensure operational and regulatory effectiveness.

Requirements

Requires at least five years of financial planning experience in a client-facing or technical advisory support role, investment industry knowledge, and strong understanding of advanced planning concepts and planning software such as WealthPath. Requires a professional planning designation such as PFP, QAFP, CFP, or IQPF, along with strong customer service, communication, collaboration, analytical, and computer skills.

Skills

Financial Planning
Wealth Planning
Investment Industry Knowledge
Advanced Financial Planning Concepts
WealthPath
Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Corporate Planning
Customer Service
Communication
Collaboration
Analytical Thinking
Critical Thinking
Microsoft 365

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
BMO Wealth Planning
Private Wealth
BMO Nesbitt Burns
BMO Private Banking
WealthPath
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Corporate Planning
High-Net-Worth Planning
Financial Plans
Planning Software
PFP
QAFP
CFP
IQPF
Regulatory Compliance
Risk Management
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Microsoft Teams
Microsoft 365

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Jobs in Canada