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Added 4 hours ago
SQ
Director of Mental Health
Sunlife Québec
Montreal, QC
- Full-time
helping plan sponsors to develop/educate and implement business cases for better mental health care investment, positively impacting our plan sponsor clients’ organizational health;
Added 6 hours 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 6 hours ago
FA
Director of Repair Operation
FTAI Aviation
Montreal, QC
- Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 6 hours 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 6 hours ago
FA
Supervisor, Vendor & Repair Services
FTAI Aviation
Montreal, QC
- Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 6 hours ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 6 hours ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 6 hours ago
M
Plan Right Support Agent
Manulife
Toronto, ON
- Full-time
…their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00…
Added 7 hours ago
FA
Technical Documentation Records Associate
FTAI Aviation
Montreal, QC
- Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 7 hours ago
SL
Director of Mental Health
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
helping plan sponsors to develop/educate and implement business cases for better mental health care investment, positively impacting our plan sponsor clients’ organizational health;
Added 7 hours ago
D
Analyst, Infrastructure and Energy Transition, Corporate Banking, Desjardins Capital Markets
Desjardins
Toronto, ON
- Full-time
…stakeholders (e.g., independent engineers, legal counsel, and insurance…
Added 8 hours ago
Controller
CAA Niagara Talent Management Team
Thorold, ON
…services as emergency roadside assistance, travel services, insurance coverage, membership and rewards savings; continually growing our suite of relevant services and…
Added 9 hours ago
RJ
Tax Consulting AVP
Raymond James Ltd.
Toronto, ON
- Full-time
Deliver comprehensive financial, retirement, tax, estate and succession planning services to high-net-worth and ultra-high-net-worth clients of Raymond James Financial Advisors.
Added 9 hours ago
CF
Manager, AML Compliance
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 9 hours ago
B
Wealth Planning Advisor, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning…
Added 10 hours ago
FA
Warehouse Associate
FTAI Aviation
Montreal, QC
- Full-time
Day Shift - Monday to Friday 05h30 - 14h00 · Must have good interpersonal skills and be able to work as a team member to achieve the company’s quality and production standards
Added 10 hours ago
Bilingual (Fr/En) Associate Manager, Advisor Partnerships
The Canada Life Assurance Company
Winnipeg, MB · Toronto, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
This role follows a hybrid work model, with an in-office presence required three days per week
Added 10 hours ago
AW
Vice President, Sales, NEI Investments
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 10 hours ago
RB
Financial Planning Specialist
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
Investment and insurance industry knowledge are also strong assets
Added 10 hours ago
NB
Senior Analyst – Wealth Portrait
National Bank of Canada
Montreal, QC
- Full-time
· Prepare retirement projections and life insurance needs analyses and produce reports for Wealth Advisors’ clients.
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 11 hours ago
FA
Engine Maintenance Instructor
FTAI Aviation
Montreal, QC
- Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 11 hours ago
IW
Area Vice President, Business Development
IG Wealth Management
Quebec, QC
- Full-time
…approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…

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