Jobs in Canada

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Added 4 mins ago
OA
Part-Time Reception Associate- OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Part-time
Direct customers to the correct department or personnel, notify the appropriate Product/Service Advisor that a customer is waiting, or introduce the customers to advisor.
Added 4 mins ago
C
Financial Advisor- CIRO-ID (secondment)
CIBC
Airdrie, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 4 mins ago
MK
MK Niagara On the Lake - Seasonal Sales Assistant
Michael Kors
Niagara-on-the-Lake, ON
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 4 mins ago
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Expert Legal Consultant
Beneva
Toronto, ON · Mississauga, ON
- Full-time
Under the authority of the Director of Legal Affairs you will perform the functions of legal advisor to the entities of Beneva, primarily in disability, life and health insurance files…
Added 4 mins ago
HG
H&M Sales Advisor
H&M Group
Richmond, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 4 mins ago
M
Summer Intern 2027 - Digital Marketing
Manulife
Toronto, ON
- Full-time
…while supporting high-profile initiatives that enhance the advisor and client…
Added 18 mins ago
CP
Senior Private Wealth Manager/Tax Director
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 18 mins ago
IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
…member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of…
Added 18 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 19 mins ago
I
Directeur adjoint, Solutions et pres associée, Stratégie des solutions et prestation (SDL) / Associate Director, Solution and Delivery Lead (SDL)
IQVIA
Toronto, ON
- Full-time
…The associate SDL acts as a subject-matter expert and trusted advisor to clients, partnering closely with internal teams to design and deliver impactful, tailored evidence…
Added 19 mins ago
Indigenous Business Liaison
City of Edmonton
AB
Reporting to the Manager of Business Support Programs, the Indigenous Business Liaison connects Indigenous entrepreneurs and business owners directly with municipal resources, programs, and…
Added 19 mins ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
…portfolio proposals incorporating pooled investments to attract new business. Respond to ad hoc advisor requests with qualified and value-added ideas and opinions to educate advisors about…
Added 19 mins ago
FF
Senior Private Wealth Manager/Tax Director
Focus Financial Partners
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 19 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 34 mins ago
S
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
- Full-time
…portfolio proposals incorporating pooled investments to attract new business. Respond to ad hoc advisor requests with qualified and value-added ideas and opinions to educate advisors about…
Added 34 mins ago
WI
Lead, Global People Analytics
WSP in Canada
Moncton, NB
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 35 mins ago
WI
Lead, Global People Analytics
WSP in Canada
Halifax, NS
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 35 mins ago
WI
Lead, Global People Analytics
WSP in Canada
Montreal, QC
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 35 mins ago
WI
Lead, Global People Analytics
WSP in Canada
Winnipeg, MB
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 35 mins ago
UO
Corporate Training Program Delivery Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Act as a business and operations advisor to Program Managers, Directors, and corporate clients.
Added 35 mins ago
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Advisor, Internal Communications (Corporate Communications) (Hybrid/Telework)
Radio-Canada
Ottawa, ON
- Full-time
Creating agile, customizable programs that focus on the needs of the business.
Added 35 mins ago
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Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 49 mins ago
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Financial Advisor- CIRO- ID
CIBC
Edmonton, AB · St. Albert, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 49 mins ago
C
Financial Advisor-CIRO-ID
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 49 mins ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

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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Work requirements

Jobs in Canada