Jobs in Canada

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Added 7 mins ago
GO
Highway Field Inspector
Government of Manitoba
The Pas, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 7 mins ago
Adjoint administratif / Adjointe administrative à temps partiel
Répit Emergo & Fondation Emergo
Montréal-Ouest, QC
Please submit your résumé and a short message explaining your interest in the position by December 8, 2026.
Added 7 mins ago
GO
Highway Field Inspector
Government of Manitoba
Portage la Prairie, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 7 mins ago
GO
Highway Field Inspector
Government of Manitoba
Arborg, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 7 mins ago
N
Mine Engineer-in-Training
Nutrien
Rocanville, SK
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 7 mins ago
A
Superintendent / Concierge - resident or non-resident
Armco
Mascouche, QC
- Full-time
…excellent tenant service, we would love to hear from you. Please submit your resume for…
Added 7 mins ago
A
Tax Manager
Armco
Halifax, NS
- Full-time
Cross border tax experience considered an asset
Added 7 mins ago
A
Senior Accountant
Armco
Halifax, NS
- Full-time
…collaborative environment, we would love to hear from you. Please submit your resume for…
Added 7 mins ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 7 mins ago
N
Sales Agronomist II
Nutrien
Westlock, AB
- Full-time
Must possess a valid Canadian driver’s license
Added 7 mins ago
GO
Highway Field Inspector
Government of Manitoba
Steinbach, MB
- Full-time
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 7 mins ago
GO
Access Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
To be considered for this competition you must submit an application form, your cover letter and resume. Complete the application form at the link below or contact Human Resource Services…
Added 7 mins ago
GO
Payment and Control Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Must have the ability to work Monday to Friday 7:30 a.m
Added 8 mins ago
M
Summer Intern 2027 - Strategy Analyst
Manulife
Toronto, ON
- Full-time
Submit your resume, cover letter, academic transcript, and work term evaluation (if any) in one PDF file.
Added 8 mins ago
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SAP Functional Analyst
LCBO
Toronto, ON
- Full-time
Please submit your resume via Workday by 11:59pm on the deadline date. We appreciate your interest and advise that only those selected for an interview will be contacted.
Added 23 mins ago
CF
Quality Auditor
Commission for Complaints for Telecom-television Services (CCTS-CPRST)
Ottawa, ON
- $55,000 to $60,000 CAD / year
- Full-time
Be sure to polish your résumé and write a compelling cover letter to take advantage of this opportunity! Only candidates selected for an interview will be contacted. Your path to making a…
Added 23 mins ago
N
Instrumentation Technologist
Nutrien
Rocanville, SK
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 23 mins ago
CZ
Project Manager - CZ
Calgary Zoo
Calgary, AB
- Full-time
Project management certification or commitment to obtaining certification is required
Added 23 mins ago
SF
Medical Office Assistant - ON CALL
Snuneymuxw First Nation
Nanaimo, BC
- $27.2 to $31.45 CAD / hour
- Full-time
Please submit your application through ADP by December 4, 2026.
Added 23 mins ago
BP
Part-Time / Full-Time Afternoon Cleaning Technician (1:00pm to 5:00pm ONLY 3 Days per Week to Start)
Binx Professional Cleaning
North Bay, ON
- $20 CAD / hour
- Full-time
- Part-time
TO START - 3 HALF DAYS PER WEEK · STARTING JANUARY - 5 FULL DAYS PER WEEK
Added 23 mins ago
RD
Manager, Network Infrastructure and Cybersecurity
Regional District of North Okanagan
Coldstream, BC
- Full-time
…this position, please visit our website at rdno.ca/careers and submit your resume, cover letter and any corresponding information in PDF format quoting Competition No.…
Added 23 mins ago
KS
Overnight Mobile Security Guard - Full Time
K9ine Security
Cobourg, ON
- Full-time
Apply Today! Interested candidates are encouraged to submit a current résumé detailing their relevant experience, qualifications, certifications, and availability.
Added 23 mins ago
MG
Account Associate
MSL Group Canada
Toronto, ON
- Full-time
To apply, click “I’m Interested” and submit your resume. We thank all applicants for their interest - only those selected for an interview will be contacted.
Added 23 mins ago
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Market Leader - Financial Planning
BMO
Halifax, NS
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 23 mins ago
DC
LINC Instructor (Maternity coverage)
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
To apply, please upload your resume and cover letter as separate attachments. Please note that only Word or PDF formats can be accepted. As part of the application process, you will be…

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