Jobs in Canada

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Added 6 mins ago
SB
Manager, Channel Operations & Planning
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Manager, Channel Operations & Planning, you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Director, Channel Marketing. The Manager, Channel…
Added 6 mins ago
RS
Logistics Manager
Ryder Supply Chain Solutions
St. Catharines, ON · CAN - St Catharines ON Glendale Ave
- Full-time
As part of our commitment to compliance with employment and immigration laws, all applicants must have valid legal authorization to work in Canada
Added 6 mins ago
Senior Manager Operations
Leonardo DRS, Inc.
NS · Bedford, Nova
Reporting to the Director of Operations, the Senior Manager, Operations is responsible for the performance and development of the manufacturing and production planning functions. As a…
Added 6 mins ago
YO
Case Manager - Supportive Housing Program
YMCA of the National Capital Region
Ottawa, ON
- Full-time
Applicants must have a current Standard First Aid and CPR “C” certification
Added 6 mins ago
YO
Full-Time Bilingual Housing Case Manager
YMCA of the National Capital Region
Ottawa, ON
- Full-time
…1,700 locations across Canada and help more than 2.25 million people annually become healthier in spirit, mind, and body. The YMCA of the National Capital Region proudly serves people of…
Added 6 mins ago
YO
Part-Time Bilingual Housing Case Manager
YMCA of the National Capital Region
Ottawa, ON
- Part-time
…1,700 locations across Canada and help more than 2.25 million people annually become healthier in spirit, mind, and body. The YMCA of the National Capital Region proudly serves people of…
Added 6 mins ago
M
Program manager - Data management (Space)
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
…achievable mission – bringing to bear a one-of-a-kind mix of experience, engineering excellence and wide-eyed wonder that’s been in our DNA since day one. For those who dream big and push…
Added 6 mins ago
H
Test Laboratory Engineer
Héroux-Devtek
QC · Saint-Hubert, QC
- Full-time
A motivating work environment and a people-focused management style.
Added 6 mins ago
HR
Manager, Human Resources Operations
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Humber River Health is a financially strong and growing organization that continues to invest in its people, programs, and services. We are seeking a Manager, Human Resources Operations to…
Added 6 mins ago
XC
Gestionnaire de l'approvisionnement et de la planification des matériaux // Procurement & Materials Planning Manager
XNRGY Climate Systems
Remote, Canada
- Full-time
- Remote
Expérience : Minimum de 10 ans d'expérience en approvisionnement, en planification des matériaux ou en gestion de la chaîne d'approvisionnement dans un environnement manufacturier, dont au…
Added 6 mins ago
AR
Sales Coordinator
Algonquin Resort
Toronto, ON
- Full-time
Nestled within the vibrant Bloor – Yorkville neighborhood of Toronto, Kimpton Saint George invites you to experience the epitome of boutique luxury on Bloor Street. Immersed in the…
Added 6 mins ago
VC
icebreaker: Supervisor - Park Royal
VF Corporation
Vancouver, BC
- $22.75 to $26.46 CAD / hour
- Part-time
As a Supervisor, you play a key role in supporting the store’s leadership team and driving abets-in-class customer experience. You will lead by example, coach and develop associates, and…
Added 6 mins ago
S
store manager, North York, ON
Starbucks
Toronto, ON
- $62,500 to $82,600 CAD / year
Our Store Managers bring the Starbucks experience to life by managing store operations, driving financial success, building great teams, and building a meeting place in their communities.…
Added 6 mins ago
I
icebreaker: Supervisor - Park Royal
icebreaker
Vancouver, BC
- $22.75 to $26.46 CAD / hour
- Part-time
As a Supervisor, you play a key role in supporting the store’s leadership team and driving abets-in-class customer experience. You will lead by example, coach and develop associates, and…
Added 6 mins ago
ML
Planning & Dispatch Coordinator
Maple Leaf Foods Inc.
Mississauga, ON
- $47,000 to $69,000 CAD / year
- Full-time
…building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to including every voice in our…
Added 6 mins ago
Construction Engineering & Methods Coordinator
Pomerleau
Montreal, QC
Under the supervision of the Project Manager, the position holder plans and designs temporary structures, oversees the production of models and drawings required for fabrication, and…
Added 6 mins ago
KG
Senior Flavorist (Sr. Manager Taste Creation)
Kerry Group
Granby, QC
- Full-time
…more sustainable products that are consumed by billions of people across the world. Our vision is to be our customers' most valued partner, creating a world of sustainable nutrition. A…
Added 6 mins ago
U
Tools Programmer Python - TGQF
Ubisoft
Montreal, QC
- Full-time
5+ years of experience developing tools, data pipelines, or internal platforms in production.
Added 6 mins ago
UH
Physiotherapist
University Health Network
Toronto, ON
- Contract
UHN’s vision is to build A Healthier World and it’s only because of the talented and dedicated people who work here that we are continually bringing that vision closer to reality.
Added 6 mins ago
S
Software Asset Manager(SAM) & Licensing Analyst
Scalian
Montreal, QC
- Full-time
We are looking for a Software Asset Manager(SAM) & Licensing analyst to collaborate on one of our projects in the Aerospace sector.
Added 6 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 6 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 6 mins ago
IB
Lease Auditor Specialist
Indigo Books & Music
Brampton, ON
- $60,000 to $80,000 CAD / year
- Full-time
…ideas, beautifully designed lifestyle products, and the creative people who help make it all happen. We believe in real books, living life fully and generously, being kind to each other and…
Added 6 mins ago
IB
Analyst, Supply Chain (12-month contract)
Indigo Books & Music
Brampton, ON
- $55,000 to $70,000 CAD / year
- Contract
…ideas, beautifully designed lifestyle products, and the creative people who help make it all happen. We believe in real books, living life fully and generously, being kind to each other and…
Added 6 mins ago
Associate Manager, Merchant Strategy & Operations
DoorDash Canada
Toronto, ON
…last-mile delivery technology for local cities, DoorDash connects people with the local businesses they care about – helping grow business and the communities that support those…

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

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