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Added 4 mins ago
M
Program manager - Data management (Space)
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
Promote the adoption of enterprise platforms and standardized solutions to maximize scalability and business value.
Added 4 mins ago
FB
EDI Specialist
fgf brands
Toronto, ON · Greater Toronto Area, ON
- Other
Reporting to the IT Enterprise Application Manager, you will be responsible for the analysis, configuration, implementation, documentation, and maintenance of various EDI Trade Partners…
Added 4 mins ago
KG
Senior Flavorist (Sr. Manager Taste Creation)
Kerry Group
Granby, QC
- Full-time
Use Kerry technologies to deliver unique solutions to project briefs
Added 4 mins ago
M
Production Supervisor – Fermentation / Superviseur(e) de production – Fermentation
Merck
Charlottetown, PE
- Full-time
Must be available on-call up to 12 hours per day, 7 days per week for emergency situations
Added 4 mins ago
M
Production Supervisor, Blend and Fill / Superviseur(e) de production, Formulation et Remplissage
Merck
Charlottetown, PE
- Full-time
Must be available on-call up to 12 hours per day, 7 days per week for emergency situations
Added 4 mins ago
IB
Lease Auditor Specialist
Indigo Books & Music
Brampton, ON
- $60,000 to $80,000 CAD / year
- Full-time
Embrace and seek out technology that creates high tech and high touch solutions for Indigo’s customers
Added 4 mins ago
IB
Analyst, Supply Chain (12-month contract)
Indigo Books & Music
Brampton, ON
- $55,000 to $70,000 CAD / year
- Contract
Collaborate with team to drive flexible and iterative solutions, quickly and easily
Added 19 mins ago
S
Change Management Lead
Systematix
ON · Ontario, Canada
- $95 to $105 CAD / hour
- Contract
…a PeopleTools and PUM upgrade across HCM, FSCM, and Campus Solutions. You will prepare impacted staff, faculty, and administrators for changes to user interfaces, workflows, and system…
Added 19 mins ago
CW
Manager, Examination Delivery Technology
CPA Western School of Business
AB · Edmonton, AB
- Full-time
We are seeking a highly organized and technically capable Manager, Examinations Delivery Technology to lead the operational delivery, quality assurance, readiness, and continuous…
Added 19 mins ago
BS
Manager, Education Systems & Analytics
Burnaby School District - SD41
Burnaby, BC
- Full-time
The Manager, Education Systems and Analytics provides strategic and operational leadership for the district's data systems, overseeing governance, security, collection, integration,…
Added 19 mins ago
Account Manager 2
Convergence Networks
Ottawa, ON
We are seeking a passionate, technical and experienced Account Manager to join our team and play a crucial role in ensuring the success and satisfaction of our clients. By providing…
Added 19 mins ago
C
Sr. Project Manager, IT
CIBC
Toronto, ON
- 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 19 mins 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 19 mins ago
EC
Intermediate Hydropower Engineer
EnGlobe Corp.
Saint John, NB · Fredericton, NB · Edmundston, NB · Moncton, NB · Mount Pearl, NL · Dartmouth, NS
- Full-time
Prepare engineering calculations, technical memoranda, design reports, drawings, specifications, equipment data sheets, quantity estimates and construction cost estimates;
Added 19 mins ago
B
Wealth Planning Advisor, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 19 mins ago
FH
Senior Business Analyst
Fraser Health
Surrey, BC
- Full-time
In this dynamic and influential role, you will partner with clinical, operational, and technical stakeholders to lead strategic business initiatives that enhance digital experiences,…
Added 19 mins ago
S
Program Controls Manager
Stantec
Edmonton, AB
- Full-time
…program management team and bring transformational project solutions to…
Added 19 mins ago
R&
Project Manager
Robertson & Company Ltd.
Toronto, ON
- Contract
Act as the primary project lead and strategic liaison bridging technical data operations, testing teams, and client-facing relationship managers.
Added 19 mins ago
C
Aerospace Senior Manager Key Accounts
Cyient
Montreal, QC
- Full-time
The Senior Manager Key Accounts will assume responsibility for the sales of services and system solutions in the Aerospace industry, with a primary focus on a major aircraft engine OEM…
Added 19 mins ago
D
Project Manager
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $70 to $80 CAD / hour
- Contract
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest…
Added 19 mins ago
D
Communications Manager
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $30 to $42 CAD / hour
- Contract
Must Have Skills:
Added 19 mins ago
I
Analyst, Supply Chain (12-month contract)
Indigo
Brampton, ON
- $55,000 to $70,000 CAD / year
- Contract
Collaborate with team to drive flexible and iterative solutions, quickly and easily
Added 19 mins ago
R
Supervisor Production - Weekend - Friday to Sunday
Refresco
Calgary, AB
- Full-time
Our ambition is to continually improve and it’s what keeps us at the top of our game. We are solutions-based. We are innovative. We seek out new challenges and conquer them. This is our…
Added 34 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 34 mins ago
W
Senior Mechanical Engineer
Worley
Vancouver, BC
- Full-time
…critical role in project execution, vendor coordination, and technical decision-making. In Worley Canada East, you will report to the Manager of the Mechanical and Piping Engineering…

BMO

Wealth Planning Advisor, Private Wealth

Toronto, ON, Canada
FCP, Canada

$70,000.00 - $150,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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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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Jobs in Canada