Jobs in Canada

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Added 13 mins ago
GO
Crown Counsel
Government of Manitoba
Winnipeg, MB
- Full-time
…constitutional and statutory responsibility of Chief Legal Advisor to Government, and as the guardian of the public interest with respect to matters of civil law. This results in a varied…
Added 13 mins ago
Operational Risk and Insurance Interim Team Lead
March of Dimes Canada
Toronto, ON
Supports managers on critical incidents, including safety and security issues and escalated client matters, working closely with People & Culture, facilities and program leaders.
Added 13 mins ago
D
Senior Data Engineering Advisor
Desjardins
Montreal, QC · Levis, QC
- Full-time
…them meet their analytics needs. As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and seamlessly using data.…
Added 13 mins ago
D
Advisor, Business development and sales support
Desjardins
Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 13 mins ago
D
Senior Data Engineering Advisor
Desjardins
Montreal, QC · Levis, QC
- Full-time
…them meet their analytics needs. As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and seamlessly using data.…
Added 13 mins ago
D
Personal Finance Advisor
Desjardins
St-Jean, QC · Saguenay, QC · Caisse d'économie Desjardins de la Métallurgie et des Produits forestiers (Saguenay-Lac-Saint-Jean)
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 13 mins ago
D
Data Engineering Advisor
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
…help them meet their analytics needs. As a data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, storing and seamlessly using data. You…
Added 13 mins ago
D
Large Group Account Executive, Group Benefits
Desjardins
Toronto, ON
- Full-time
Must have a valid driver’s license and access to a vehicle
Added 13 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, 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 13 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, 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 13 mins ago
C
Financial Advisor-CIRO-MFD/AMF (Urban)
CIBC
Victoria, 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 13 mins ago
B
Wealth Planning Advisor, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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…
Added 13 mins ago
QT
Account Executive
Quest Talent Search Solutions Ltd.
Vancouver, BC · Greater Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
Our client is a fast-growing, customer-focused logistics and supply chain solutions provider helping companies move products more efficiently across North America. From transportation and…
Added 13 mins ago
QT
Account Executive
Quest Talent Search Solutions Ltd.
Toronto, ON · Greater Toronto Area, Canada
- $60,000 to $90,000 CAD / year
- Full-time
Our client is a rapidly growing, full-service logistics and supply chain solutions provider serving businesses across North America. With a strong reputation for customer service,…
Added 13 mins ago
S
Business Strategy Senior Principal
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Candidates must be based in Toronto, Canada
Added 28 mins ago
FS
Business Developer
Fresh Start Foods Canada Ltd.
Milton, ON · Fresh Start East Milton Administration-Ontario-FSE
- Full-time
Mobility: Must hold a valid Class G Driver’s License and have a reliable vehicle for travel within the territory
Added 28 mins ago
VS
Inbound Sales Executive
VentureTech Solutions
Pickering, ON
- Full-time
The Financial Advisor determines financial position, goals, and debt obligations by interviewing clients, examining bills and payment schedules.
Added 43 mins ago
M
Senior Manager, Private Enterprise
MNP
AB · Calgary, AB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 43 mins ago
Industrial Technology Advisor - Various domains
National Research Council Canada
Montreal, QC
We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Research Assistance Program (NRC IRAP). The ITA would be someone who shares our core…
Added 43 mins ago
AI Safety Lab Lead
National Research Council Canada
Ottawa, ON
Under the guidance of the Principal Advisor for AI Safety, and as part of the Chief Digital Research Officer’s team, you will play a central role in building and operating a scalable AI…
Added 43 mins 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 43 mins ago
Wealth Advisor
The Canada Life Assurance Company
Regina, SK · Edmonton, AB · Calgary, AB
…helping our advisors build a better business through a remarkable client…
Added 43 mins ago
AW
Vice President, Sales, NEI Investments
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
Added 43 mins ago
Canada Tax Technology Group (CTTG) - Manager, AI Adoption & Enablement
EY
Halifax, NS · Edmonton, AB · Ottawa, ON · AB · Calgary, AB
To Qualify for the Role, You Must Have
Added 58 mins ago
RB
Financial Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

BMO

Wealth Planning Advisor, Private Wealth

Toronto, ON, Canada
FCP, Canada

$70,000.00 - $150,000.00 · Full-time

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Applications open in a new tab.

Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 25, 2026
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

Application Deadline:

11/24/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

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 and/or dedicated Market 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 Voyant 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.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals to deliver comprehensive wealth solutions. This role involves preparing financial plans, offering technical guidance, and collaborating with internal teams to support regional business growth.

Requirements

Candidates must have at least 5 years of financial planning experience and a professional designation such as PFP, QAFP, or CFP. Proficiency in financial planning software like Voyant and strong technical knowledge of tax and estate planning are required.

Skills

Financial planning
Wealth management
Estate planning
Tax planning
Insurance planning
Corporate planning
WealthPath
Voyant
Technical advisory
Analytical skills
Critical thinking
Communication skills
Coaching
Risk management
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
Private Wealth
Investment
Retirement
Estate Planning
Tax Planning
Insurance
Corporate Planning
WealthPath
Voyant
PFP
QAFP
CFP
IQPF
Regulatory Compliance
Risk Management
Advisory
Client Service
Financial Services
BMO Wealth Management
Wealth Professionals
Technical Expertise
Business Growth
Microsoft 365

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Work requirements

Jobs in Canada