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Added 6 mins ago
R
Banking Advisor
RBC
Quebec, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 20 mins ago
NG
Account Manager-Canada
Normet Group
Sudbury, ON · Lively, ON
- Full-time
Support to warranty investigations from a technical advisor position
Added 20 mins ago
P
Customer Support Co-ordinator
PheedLoop
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.
Added 21 mins ago
SL
Sales Specialist
Sun Life
Calgary, AB · AB · Vancouver, BC · Winnipeg, MB · Saskatoon, SK
- Full-time
…documentations required by Account Executives, help with key client processes such as renewal, employee training, client installations for new contracts, etc... The incumbent will also…
Added 21 mins ago
C
Client Associate, Wood Gundy
CIBC
Halifax, NS
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 37 mins ago
GT
Conseiller(ère), ressources humaines
Groupe Touchette
QC · Ville Saint-Laurent, QC
- Full-time
The Human Resources Advisor supports Human Resources Business Partners (HRBPs) working across several Canadian provinces. The incumbent contributes to employee relations matters,…
Added 1 hour ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Saint-Georges, QC · St-Georges, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Advisor in Due Diligence
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Capital Markets Client Due Diligence team at National Bank means acting as a specialist in due diligence and risk alert management. In this role, you will help…
Added 2 hours ago
NB
Broker Channel Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Broker Channel Advisor in the National Bank call centre is an opportunity to achieve your ambitions while helping improve the lives of our clients, your colleagues, and…
Added 2 hours ago
NB
Senior Account Manager, Corporate Financing Structuring
National Bank of Canada
Montreal, QC
- Full-time
Act as a trusted advisor aligned with client needs by leveraging advanced expertise in corporate credit and extensive professional experience (primarily Type 1 Credit; solid experience in…
Added 6 hours ago
W
Organizational Effectiveness Consultant
WCB-Alberta
AB · Edmonton - Jarvis
- Full-time
…and enhance organizational performance. Working with assigned client groups, the Consultant provides guidance and practical support in areas such as organizational development, change…
Added 6 hours ago
C
Mobile Mortgage Advisor (Commission only), Edmonton, AB
CIBC
Edmonton, AB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor - (Commission Only) - Calgary, Alberta
CIBC
Calgary, AB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor (Commission Only) - Moose Jaw
CIBC
Regina, SK
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor (Commission only), Edmonton, AB
CIBC
Edmonton, AB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor (Commission Only) - Saskatoon and Rural Saskatchewan
CIBC
Regina, SK
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor - (Commission Only) - Red Deer, Alberta
CIBC
Red Deer, AB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor - (Commission Only) - Morinville, Alberta
CIBC
AB · Alberta VIRTUAL
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor - (Commission Only) - Lethbridge, Alberta
CIBC
Lethbridge, AB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 hours ago
C
Mobile Mortgage Advisor (Commission only), Thompson, Flin Flon, MB
CIBC
Flin Flon, MB · The Pas, MB · Thompson, MB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 hours ago
C
Mobile Mortgage Advisor (Commission only), Selkirk, MB
CIBC
Selkirk, MB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 hours ago
C
Mobile Mortgage Advisor (Commission only), Winkler, MB
CIBC
Altona, MB · Morden, MB · Winkler, MB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 hours ago
C
Mobile Mortgage Advisor (Commission only), Fort Richmond - Winnipeg, MB
CIBC
Winnipeg, MB
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…

BMO

Wealth Planning Advisor- Quality & Support

Toronto, ON, Canada
FCP, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 2026
Posting language: English
Posted: Oct 19, 2026

Original job description

Application Deadline:

11/01/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

Wealth Planning Advisor- Quality

The Wealth Planning Support Team, part of BMO Wealth Planning & Advisory Services, provides planning guidance, solutions and subject matter expertise to BMO Wealth Professionals throughout the wealth planning process.

The Wealth Planning Advisor (WPA) reviews financial plans for quality, accuracy and consistency; provides coaching to front-line Wealth Professionals and internal planning partners; and advises on investment, retirement, transition, estate, tax, insurance and corporate planning strategies. The role promotes sound financial planning practices, effective use of WealthPath, risk mitigation and a consistent client experience while identifying development needs through quality review findings.

Quality Review Oversight and Coaching (50%)

Review financial plans prepared by Wealth Professionals and internal planning specialists for accuracy, effectiveness and quality in a high-volume environment, including:

o Confirming client objectives and analyzing current circumstances.

o Assessing advice, strategies, recommendations and alternative scenarios.

o Identifying coaching and development opportunities.

o Consulting tax, legal and insurance specialists as needed.

Provide clear, tailored feedback against standardized quality benchmarks, including verbal debriefs and coaching.

Maintain oversight reporting and communicate timely updates.

Analyze review results to identify trends, common errors, risks and targeted training needs.

Guide users on financial planning principles, concepts and WealthPath inputs.

Stay current on wealth planning developments, share knowledge and recommend process improvements.

Subject Matter Expertise (40%)

Provide financial planning expertise to Wealth Professionals and enterprise initiatives.

Deliver technical support to front-line planners through phone, email and Microsoft Teams.

Monitor legislative and industry developments affecting financial planning.

Develop tools and support materials that promote financial planning adoption, including reference guides, FAQs and quick tips.

Perform quality review and audit activities in accordance with established standards to mitigate organizational risk.

Business Processes and Operational Effectiveness (10%)

Maintain and improve the Quality Review Front-Line Handbook.

Identify WealthPath business requirements and support user acceptance testing for system upgrades.

Identify software limitations, assumption issues and calculation errors, and submit formal change requests.

Support the central planning team as required.

Knowledge & Skills:

Three or more years of financial planning experience in a client-facing or advisor-support role, with strong investment industry knowledge.

Strong knowledge of financial planning concepts and proficiency with WealthPath or comparable planning software.

PFP®, CFP™ or QAFP™ designation; IQPF designation required in Quebec.

Consultative, collaborative and client-focused approach.

Strong written and verbal communication, analytical thinking, influencing and teamwork skills.

Proficiency with Word, PowerPoint, Excel, Microsoft Teams and Microsoft 365; comfortable using AI to enhance work.

Results-oriented, with strong service skills and attention to quality.

Hybrid role combining in-office and remote work.

Salary:

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 About employer

More about this job

Responsibilities

The Wealth Planning Advisor reviews financial plans for quality, accuracy, and consistency while providing coaching to front-line professionals. They also serve as a subject matter expert, offering technical support and guidance on complex planning strategies.

Requirements

Candidates must have three or more years of financial planning experience and strong knowledge of investment industry concepts. A PFP, CFP, or QAFP designation is required, along with proficiency in financial planning software and Microsoft Office tools.

Skills

Financial planning
Wealth management
Investment knowledge
Retirement planning
Estate planning
Tax planning
Insurance planning
Corporate planning
WealthPath
Quality assurance
Coaching
Analytical thinking
Communication
Microsoft 365
Risk mitigation

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
Financial Planning
WealthPath
Investment Industry
Retirement
Estate Planning
Tax Planning
Insurance
Corporate Planning
Quality Review
Coaching
Risk Mitigation
PFP
CFP
QAFP
IQPF
Microsoft Teams
Microsoft 365
Word
PowerPoint
Excel
Financial Advice
Client Experience
Audit
User Acceptance Testing

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