Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
V
Spec, Proj Technical Integr
Vale
Canada
- Full-time
This is a permanent position reporting to the Sr. Manager, Project Controls - Canada and supporting Vale Base Metals' Canadian studies portfolio. The role is responsible for planning and…
Added 40 mins ago
PC
Senior Cloud Platform Lead, Senior Manager
PwC Canada
Toronto, ON
- Full-time
…implementing robust and scalable technology infrastructure solutions for clients. Your work will involve network architecture, server management, and cloud computing…
Added 40 mins ago
PC
Senior Cloud Platform Lead, Senior Manager
PwC Canada
Toronto, ON
- Full-time
…should also have proficiency with Platform as a Service (PaaS) solutions like Google Cloud Functions and Amazon…
Added 55 mins ago
AS
Business Office Coordinator
Amica Senior Lifestyles
Hamilton, ON · Dundas, ON
- Full-time
Keep the General Manager informed of issues, risks, or unusual matters, recommending solutions when appropriate.
Added 55 mins ago
J
Associate Environmental Engineer/Geologist/Project Manager
Jacobs
Toronto, ON
- $82,000 to $115,000 USD / year
- Full-time
Manager to lead and support infrastructure and brownfield redevelopment projects as a
Added 1 hour ago
WW
Senior Engineering Technologist, Mechanical
WhiteWater West-
Richmond, BC
- Full-time
Reporting to the Manager, Composites Development Engineering, the Senior Engineering Technologist, Mechanical will play a key role in supporting the design, development, testing, and…
Added 1 hour ago
PB
Senior Specialist, Continuous Improvement
Pacific Blue Cross
Burnaby, BC
- Full-time
Under the general supervision of the Manager, Continuous Improvement (People & Operations), the Senior Specialist, Continuous Improvement serves as the enterprise expert for continuous…
Added 1 hour ago
BA
SERVICE CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Fixed Operations Manager.
Added 1 hour ago
EC
Employee Health Services Advisor
Edmonton Catholic Schools
AB · Greater Edmonton Metropolitan Area
- Full-time
Reporting to the Manager of Employee Relations and Health Services, you will actively gather relevant medical information, including prognosis, restrictions and limitations, and work with…
Added 1 hour ago
BA
TECHNICIAN, GENERAL
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Service Manager.
Added 1 hour ago
Project Manager I
City of Vancouver
Vancouver, BC
…(OT), SCADA systems and internet of things (IoT). The Project Manager works collaboratively with primarily the SCADA support team plus, third party utility providers, interdepartmentally…
Added 1 hour ago
Lead Hub Operations Excellence Engineering
Purolator
Toronto, ON · Etobicoke, ON
Reporting to the Operations Excellence Manager and based out of the National Hub Ontario, the Lead Hub Operations Excellence Engineer is resposible for driving network strategy, facility…
Added 1 hour ago
PC
Manager, Threat Hunting & Incident Response
Pwc Canada
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…vulnerabilities, develop secure systems, and provide proactive solutions to safeguard sensitive…
Added 1 hour ago
LT
CMM Technician
LMI Technologies
Surrey, BC
- Full-time
You will report to the Technical Team Lead at the Machining Office located in Surrey, BC
Added 1 hour ago
NV
Delivery Manager IT (ID#5571)
New Value Solutions
Vancouver, BC · Greater Vancouver, BC
- Contract
New Value Solutions, a national IT consulting company, is seeking an experienced Delivery Manager IT to support a major healthcare redevelopment project in Greater Vancouver. This role will…
Added 1 hour ago
WI
Project Manager, Transportation Engineering
WSP in Canada
Vancouver, BC
- Full-time
With an unmatched breadth and depth of engineering, advisory and science-based expertise, our global minds unite to power local solutions. We are pathfinders and impact makers.
Added 2 hours ago
Senior Programmer Analyst
Office of the Chief Information Officer
St. John's, NL
Reporting to the Manager of Enterprise HR Applications and working under the guidance of a Team Lead, the Office of the Chief Information Officer (OCIO) is seeking a Senior Programmer…
Added 2 hours ago
WI
Project Manager, Transportation Engineering
WSP in Canada
Langley (District), BC · City of Langley, BC
- Full-time
With an unmatched breadth and depth of engineering, advisory and science-based expertise, our global minds unite to power local solutions. We are pathfinders and impact makers.
Added 2 hours ago
LV
MANAGER-EN
La Vie En Rose
NL · Creston, NL
- Full-time
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 2 hours ago
B
Wealth Planning Advisor- Quality & Support
BMO
Toronto, ON
- Full-time
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…
Added 2 hours ago
FC
Technologist - School of Arts and Language
Fanshawe College
London, ON
- Full-time
Ability to diagnose complex technical issues, evaluate options, and implement practical solutions
Added 2 hours ago
BC
Program Assurance Technical Coordinator
Bantrel Co.
Toronto, ON
- $113,000 to $163,000 CAD / year
- Full-time
We currently seeking a qualified Program Assurance Technical Coordinator to join our Infrastructure team, based out of Toronto, ON. The Program Assurance Technical Coordinator assist the…
Added 2 hours ago
T
Sr. Business Systems Analyst
TD
Toronto, ON
- Full-time
Collaborate with key stakeholders to determine solutions, assess impact to existing work processes and systems, and how to manage the integration
Added 2 hours ago
Aviation Infrastructure Program Leader / Design Director
Mott MacDonald
Toronto, ON
…contribute your perspective, and help shape better outcomes through technical excellence, innovation, and…
Added 2 hours ago
Financial Systems Analyst Student
PCL Construction
Edmonton, AB
…under the direct supervisor of the Business Systems Support…

BMO

Wealth Planning Consultant

Toronto, ON, Canada
FCP, Canada

$80,000.00 - $130,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $80,000.00 - $130,000.00
Job type: Full-time
Apply by: Oct 20, 2026
Experience: WPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
Posting language: English
Posted: Oct 16, 2026

Original job description

Application Deadline:

10/19/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.

Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
Develops internal/external networks and referral sources to grow business within the assigned region.
Ensures that the region's client experience standards for financial planning and client relationship development are met.
Acts as a trusted advisor to assigned business/group.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Works closely with Investment Advisors in the development and delivery of HNW management solutions.
Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.
Builds effective relationships with internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

WPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
Experience in selling to Investment Advisors or HNW clients.
Experience in financial planning is an asset.
CFP designation (IQPF in Quebec).
MBA considered an asset.
LL.B/LL.L/LL.M is considered an asset.
Life Insurance designation is considered an asset.
Working knowledge of financial planning software (Wealth Path currently & for future, Conquest is an asset).
Trust & Estate Practitioner.
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 problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

This job posting is for a current vacancy.

Salary:

$80,000.00 - $130,000.00

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 About employer

More about this job

Responsibilities

The Wealth Planning Consultant provides advanced financial planning and wealth strategy guidance to High Net Worth and Ultra High Net Worth clients. They collaborate with Investment Advisors to deliver customized wealth solutions and facilitate business growth through a disciplined sales approach.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A CFP designation is required, while an MBA, LL.B/LL.L/LL.M, or Life Insurance designation are considered assets.

Skills

Wealth planning
Financial planning
Investment advisory
Estate planning
Tax planning
Succession planning
Philanthropy
Sales strategy
Data analysis
Coaching
Presentation skills
Strategic planning
Risk management
Consultative selling

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
HNW
UHNW
Investment Advisors
Wealth Management
CFP
IQPF
MBA
LL.B
Life Insurance
Wealth Path
Conquest
Trust & Estate Practitioner
Risk Management Framework
Sales Campaigns
Client Discovery
Asset Retention
Strategic Planning
Financial Analysis
Tax Planning
Estate Planning
Succession Planning
Philanthropy
Consultative Selling
Business Growth
Stakeholder Management
Data Driven Decision Making
Portfolio Management
Wealth Strategy

Report this job