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Added just now
Highway Field Inspector
Department of Transportation and Infrastructure
Steinbach, MB · Winnipeg, MB · Carman, MB
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 2 mins ago
Highway Field Inspector
Department of Transportation and Infrastructure
Birtle, MB · Boissevain, MB · Portage la Prairie, MB · Brandon, MB
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 4 mins ago
Highway Field Inspector
Department of Transportation and Infrastructure
Arborg, MB · Ashern, MB · Dauphin, MB
Must have a valid Manitoba Class 5F Driver's Licence without restrictions · Must have the ability to travel (day or night conditions) within the province (by air or land)
Added 13 mins ago
CD
Specialist, Intervenor
CNIB Deafblind Community Services
Saskatoon, SK
- $25.97 CAD / hour
- Part-time
Provide one on one service and support to individuals who are Deafblind in the home or the community.
Added 13 mins ago
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Tenant Services Coordinator
Government of Manitoba
Churchill, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
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Senior Project Manager and Project Manager
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
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Family Case Management Coordinator
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Winnipeg, MB
- Full-time
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Logistics Coordinator
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…help solve challenges, strengthen relationships, and improve service…
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Manager, Education Systems & Analytics
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The Manager, Education Systems and Analytics provides strategic and operational leadership for the district's data systems, overseeing governance, security, collection, integration,…
Added 13 mins ago
UO
Assistant Professor of Teaching - Physics and Astronomy
University of British Columbia
Vancouver, BC · UBCV | Hennings Building (HENN)
- Full-time
…classroom.” As an EL faculty member in addition to teaching and service to the Department, there is an expectation that a portion of your role is to focus on the systematic enhancement,…
Added 13 mins ago
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Department Manager (Niagara-on-the-lake Nike Store)
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Niagara-on-the-Lake, ON · NFS CA NIAGARA ON THE LAKE
- $27.47 to $29 CAD / hour
- Full-time
As a Nike Department Manager, you’re the face of NIKE. Enjoy high-volume and a fast pace as your diverse experience and perspective helps guide customers in making the best decisions for…
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Site Auditor (Part-time) - Port Perry
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Port Perry, ON
- Part-time
Reporting to the Regional Audit Manager, the Auditor will be responsible for the daily audit procedures for the various departments throughout the Casino. The Auditor is to provide the…
Added 13 mins ago
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Contact Centre Representative – TD Auto Finance, Customer Service Specialist
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…outbound calls. You’ll consistently deliver legendary customer service by providing each caller with the right advice to meet their unique banking…
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Contact Centre Representative – TD Auto Finance, Customer Service Specialist
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…outbound calls. You’ll consistently deliver legendary customer service by providing each caller with the right advice to meet their unique banking…
Added 13 mins ago
Account Manager 2
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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 13 mins ago
Operational Risk and Insurance Interim Team Lead
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Retail Experience Lead
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…Saskatchewan, Alberta, B.C., and Yukon. At FIKA we provide exceptional service in a variety of welcoming, intuitive, and diversified store environments, this has allowed The FIKA Company…
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Front End - Supervisor Front End II
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The Front-End Supervisor is responsible to ensure a superior customer service experience by coaching, and developing friendly, well-trained staff. The Supervisor will supervise the…
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Apatisiiwin Skills Development - Program Development Officer
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REGISTERED PRACTICAL NURSE
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…enables rapid growth within the team. - Geotechnical Project…
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Intermediate Hydropower Engineer
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- Full-time
…enables rapid growth within the team. - Geotechnical Project…
Added 13 mins ago
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Senior Hydrotechnical Engineer
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- Full-time
…enables rapid growth within the team. - Geotechnical Project…

BMO

Wealth Planning Advisor, Private Wealth

Toronto, ON, Canada
FCP, 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 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