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Added 18 hours ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
Experience in Private Client, High-Net-Worth, or Personal Lines insurance
Added 18 hours ago
J
Private Client Account Manager – Personal Lines Insurance
JobsMedia.io
Toronto, ON
- Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private…
Added 18 hours ago
J
Private Client Services (PCS) Account Manager | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
Added 1 day ago
C
Fashion Advisor
CHANEL
Toronto, ON · HOLT RENF. TORONTO YORKD FA
- Full-time
Health & Wellness – Private medical and dental insurance, long-term disability coverage, life insurance, and accidental death and dismemberment insurance. Plus, the option to add family…
Added 1 day ago
DC
Senior Environmental Manager
Det'on Cho Group of Companies
Yellowknife, NT
- Full-time
…organizations and with non-Indigenous organizations in the private, public, and not-for-profit…
Added 2 days ago
DC
Senior Environmental Manager
Det'on Cho Group of Companies
Yellowknife, NT
- Full-time
…organizations and with non-Indigenous organizations in the private, public, and not-for-profit…
Added 3 days ago
PFT - Peer Support Worker
Canadian Mental Health Association - Windsor Essex County
Windsor, ON
…recovery process from a peer perspective. The intent is to ensure client safety and to assist individuals to become self-sufficient in the community in keeping with the principles of…
Added 3 days ago
T
Manager Internal Sales - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 3 days ago
W
Senior Client Manager
WTW
Toronto, ON
- Full-time
7+ years’ experience in the Personal Insurance/Private Client industry, preferred
Added 3 days ago
R
Manager, Client Operations
RPIA
Toronto, ON
- Full-time
We are currently seeking a full-time permanent Manager, Client Operations, to join our Client Experience team.
Added 3 days ago
BC
Client Service Manager - Private Client Services
BFL CANADA
Langley (District), BC · Langley, BC
- Full-time
Well-established expertise in Personal Lines insurance, with specialized knowledge of Private Client insurance solutions considered an asset.
Added 3 days ago
NB
Branch Administrative Assistant
National Bank of Canada
Toronto, ON
- Full-time
Within Client Services, you’ll support a shared workplace environment that may accommodate approximately 165 colleagues from several business groups. You’ll report to the Manager, Client…
Added 3 days ago
Senior Regional Insurance Manager Contact Centre
Scotiabank
Toronto, ON
The Senior Regional Insurance Manager contributes to the overall success of Creditor Insurance distribution across the Contact Centre, Virtual Advice Team, Retention teams and BNSIA,…
Added 3 days ago
Access Support Worker (Counsellor 2(A))
The Government of Nova Scotia
Truro, NS
Seek direction or escalate concerns to the social worker, supervisor, or Manager.
Added 4 days ago
CW
Associate Portfolio Manager
Chronicle Wealth
Toronto, ON
- Full-time
Chronicle Wealth is searching for a research, operational, and client focused Associate Portfolio Manager to join our growing Investment team. As part of the Portfolio Management team you…
Added 4 days ago
Vice-President, Middle Market Mergers & Acquisitions (M&A)
BMO
Toronto, ON · FCP
…will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range…
Added 4 days ago
B
Vice-President, Middle Market Mergers & Acquisitions (M&A)
BMO
Toronto, ON
- Part-time
…will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range…
Added 4 days ago
S
Project Manager- Water
Stantec
Red Deer, AB
- Full-time
An opportunity currently exists for a Project Manager within our Water Group's Civil/Conveyance Team in our Red Deer, Medicine Hat, Fort McMurray or Lethbridge office. The successful…
Added 4 days ago
B
Private Banking Officer, Private Wealth
BMO
Laval, QC · Montreal, QC · IBMM
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 4 days ago
Coordinator, Québec Team
Health Standards Organization
Pointe-Claire, QC
Accreditation Canada and Health Standards Organization (HSO) will not ask for personal information such as Social Insurance Numbers (SIN) or bank account information during the recruitment…
Added 4 days ago
R
Store Manager, Full-Time: Alberta–Calgary Metro Region
Reformation
Calgary, AB
- Full-time
…customers, employees, and the Reformation brand. The Store Manager will lead and execute all efforts required to achieve individual store…
Added 4 days ago
B
Investment Associate, Supporting Lead Portfolio Manager
BMO
Montreal, QC · MCGC
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 4 days ago
S
Intermediate Civil Engineer- Water
Stantec
Red Deer, AB
- Full-time
…wastewater conveyance infrastructure for municipal, industrial, and private-sector…
Added 5 days ago
B
Wealth Planning Advisor, Private Wealth
BMO
Montreal, QC · MCGC
- Full-time
The Wealth Planning Advisor (WPA) is responsible for providing financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking. Providing subject matter…
Added 5 days ago
RC
Client Portfolio Manager
RPIA Capital Management
Toronto, ON
- Full-time
As a Client Portfolio Manager (CPM), you will serve as a key investment liaison across RPIA’s client base, supporting engagement across institutional, retail, and private wealth channels.…

BMO

Wealth Planning Advisor, Private Wealth

Montreal, QC, Canada
MCGC, 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: Nov 21, 2026
Experience: At least 4+ 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: Oct 20, 2026

Original job description

Application Deadline:

11/20/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

The 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.

The Wealth Planning Advisor (WPA) is responsible for providing financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking. Providing subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance and wealth planning strategies for corporations.

Centralized Planning & Support (70%)

Support BMO Wealth Planning and Advisory Team’s Centralized planning platform. Prepare & create financial plans and update financial planning requests sent by frontline planners. Work with Investment Advisors, Investment Counsellors and Private Bankers to create financial plans for clients.
Participate in the client discovery process and presentation of plans to clients.
Provide Subject matter expertise to all wealth planning professionals through the enterprise. Provide technical expertise around BMO WealthPath and positive coaching around wealth planning.
Respond/Refer escalated inquiries from WPST team and cases that require more complex product, technical and taxation and estate planning knowledge.
Work in partnership with the HNW Wealth Planning Consultants, providing technical software support where required.
Provide Financial Planning expertise where required on enterprise-wide working teams and programs.
Maintain awareness of latest legislative changes around wealth planning and other financial industry changes that may affect team processes and/or impact financial planning delivery in LOBs.
Continually evolve wealth planning skills to include complex planning techniques, for example Executive compensation, Trusts, complex corporate structures, and insurance.

Provide Subject matter expertise (30%)

Provide Wealth Planning subject matter expertise to Wealth Professionals and enterprise initiatives.
Provide technical support and subject matter expertise to front line planners through multiple channels: phone, email, MS teams.
Maintain awareness of latest legislative and other financial industry changes that may affect Financial Planning.
Assist/contribute to development of tools that encourage adoption of Financial Planning
Assist in developing support materials related to financial planning, such as reference guides, FAQ’s, Quick Tips, webinars, and other relevant documentation.
Assist in the maintenance of the quality review front line handbook for errors, improvements, or additions.
Assist in identifying business requirements for WealthPath and participate in user-acceptance testing of upgrades to WealthPath.

Knowledge & Skills:

At least 4+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Financial Planning designation in Quebec (IPF).
Strong understanding of advanced financial planning concepts and how to model in planning software
Demonstrates a consultive and collaborative approach with partners and clients
Professional Planning Designation – IQPF required 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.
Hybrid role, combination of in office and work from home.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

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

The Wealth Planning Advisor provides financial planning support and subject matter expertise to Private Wealth Professionals, including investment, retirement, estate, and tax planning. They are responsible for creating financial plans, participating in client discovery, and providing technical support for the centralized planning platform.

Requirements

Candidates must have at least 4+ years of financial planning experience and hold the IQPF professional planning designation in Quebec. Strong technical proficiency in financial planning software and excellent communication and analytical skills are required.

Skills

Financial planning
Investment knowledge
Retirement planning
Estate planning
Personal taxation
Corporate wealth planning
WealthPath software
Client discovery
Technical advisory
Consultative approach
Analytical thinking
Critical thinking
Communication skills
Collaboration
Influence skills
Customer service

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
Private Wealth
Financial Planning
Investment Planning
Retirement Planning
Estate Planning
Personal Taxation
Corporate Structures
WealthPath
IQPF
IPF
Executive Compensation
Trusts
Insurance
Financial Industry
Legislative Changes
Client Discovery
Technical Advisory
Wealth Management
BMO Nesbitt Burns
BMO Private Banking
Microsoft 365
MS Teams
Word
PowerPoint
Excel
User-acceptance testing
Subject Matter Expertise
Financial Advisory
Wealth Professionals

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