Jobs in Canada

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Added 4 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 4 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 4 mins ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
Tax & regulatory compliance: Oversee federal, state, and local payroll tax filings, year end reporting, and compliance with country specific regulations.
Added 4 mins ago
RG
Corporate Controller
Rohit Group
Edmonton, AB
- Full-time
You will also partner with the Director of Tax Planning, who owns long-term tax strategy; the Transformation Controller, who leads the Accounting Continuous Improvement team and reports to…
Added 5 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 5 mins ago
E
Fin Intelligent Transformation Mgr
eBay
Toronto, ON
- Full-time
The role requires strong finance fundamentals (FP&A, Accounting, Treasury, Tax or other Finance domains), comfort working across finance systems, and the ability to execute effectively in a…
Added 20 mins ago
HR
Accounts Payable Finance Clerk
Halton Regional Police Service
Oakville, ON
- Temporary
…leader in the public safety arena. Through upstream approaches, partner collaboration, training, community engagement and a strong focus on inclusion and diversity, we have been able to…
Added 20 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 35 mins ago
Sr Business Partner, Services Operations
Dayforce
Canada
…collaborate with Services, Customer Success, Managed Services, Tax, Customer Support, and Global Operations leaders to identify opportunities, optimize processes, and ensure GCO operates as…
Added 35 mins ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 49 mins ago
TD
Senior Financial Reporting Analyst
Tetra Digital Group
Toronto, ON
- $100,000 to $125,000 CAD / year
- Full-time
…regulator-facing reporting across Tetra’s entities, including the tax-basis reporting behind our trust company. You’ll be the Head of Finance’s right hand on attestations, controls, and…
Added 1 hour ago
KC
Senior Accountant
Keolis Canada
Calgary, AB
- Full-time
Partner with operational leaders and cross-functional teams across the organization.
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Saint John, NB
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Toronto, ON
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Fredericton, NB
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Regina, SK
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Saskatoon, SK
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Moncton, NB
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
C
Building Solutions Specialist - Canada
CertainTeed
Mississauga, ON
- Full-time
Valid driver’s licence required for rental-car travel
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Vancouver, BC
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Kitchener, ON
- Full-time
Partner with diverse clients to solve their most complex problems
Added 1 hour ago
A
Payroll & HR Operations Specialist
Arlo
Vancouver, BC
- Full-time
Arlo is building Canada's leading partnership-focused group of physiotherapy and musculoskeletal clinics. We partner with exceptional clinic owners to build on what makes their clinics…
Added 1 hour ago
MH
Billing & Client Support Coordinator
McGovern Hurley LLP
Toronto, ON
- Full-time
This role is required to be on-site five (5) days per week at our North York office, with overtime during peak periods (January to June) and month-end
Added 1 hour ago
RH
Senior Accountant
Robert Half
Coquitlam, BC
- $85,000 to $95,000 CAD / year
- Full-time
Partner with cross-functional teams to resolve finance and operational process issues.

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