Jobs in Canada

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Added 11 mins ago
AH
Manager
Alberta Health Services
Medicine Hat, AB
- Temporary
…about improving health care and want to make a difference, this Manager position might be right for you. As The Manager is accountable for the overall operational leadership for the…
Added 11 mins ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Valid Alberta ProServe certification required · Food Safety and WHMIS certification required or must be obtained within established organizational timelines
Added 1 hour ago
CG
Clinical Scholar - Permanent Full-Time (2026-240)
Collingwood General and Marine Hospital
Collingwood, ON
- Full-time
Strong understanding of adult learning and change management techniques in clinical settings;
Added 1 hour ago
TC
Brand Manager
The Clorox Company
Brampton, ON · The Clorox Company of Canada-Head Office
- Full-time
The role will oversee an Assistant Marketing Manager, who will support execution of brand initiatives, reporting, and project management.
Added 2 hours ago
Peer Support Worker
Lookout Housing and Health Society
Surrey, BC
The Peer Support Worker – Intensive Case Management Team, reports to the Health Programs Manager, or designate. The position works in accordance with the mission and philosophy of Lookout…
Added 2 hours ago
Program Resource Worker
Lookout Housing and Health Society
Vancouver, BC
Must have current Occupational First Aid Level 1 Certificate
Added 2 hours ago
W
(CAN) Customer Service Manager
Walmart
Slave Lake, AB
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Fernie, BC
- Internship
…alongside a seasoned clinic owner and a skillful, supportive office manager and staff that will lend their expertise in billing and panel management - creating the perfect environment for…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Fernie, BC
- Internship
…alongside a seasoned clinic owner and a skillful, supportive office manager and staff that will lend their expertise in billing and panel management - creating the perfect environment for…
Added 2 hours ago
Operations Administrative Support Officer
City of Vancouver
Vancouver, BC
…include processing documentation related to tenant and property management administrative supports that contribute to the success of the NMHO department’s mandate and goals. The OAS…
Added 2 hours ago
PC
External Audit Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
In addition, the Manager will be expected to develop industry and technical expertise in audit and assurance through written reports, management presentations and the production of…
Added 2 hours ago
BC
Manager of Subcontracts
Bechtel Corporation
Calgary, AB
- Other
Change management system ownership: Leads a disciplined end-to-end change process (early identification, notice compliance, pricing strategy, entitlement evaluation and positions,…
Added 3 hours ago
W
(CAN) Customer Service Manager
Walmart
Trenton, ON
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 3 hours ago
W
(CAN) Gérant du service à la clientèle
Walmart
Rouyn-Noranda, QC
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 3 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Slave Lake, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 3 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Cobourg, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 3 hours ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Vancouver, BC
- Part-time
Days of rest shall be consecutive. Schedule may change with two weeks’ notice
Added 3 hours ago
FR
Project Manager
Foresight Recruitment Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strong knowledge of construction contracts, including relevant CCDC forms, subcontract administration and change management.
Added 3 hours ago
LH
Job Title Janitor/Maintenance
Lookout Housing + Health Society
Vancouver, BC
- Full-time
Must have current Occupational First Aid Level 1 Certificate
Added 3 hours ago
B
Mortgage Specialist
BMO
Vaughan, ON
- Full-time
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,…
Added 4 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 4 hours ago
WC
Customer Service Manager
Walmart Canada
Grand Falls-Windsor, NL
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 4 hours ago
DD
The Shoe Co. - Store Manager
DSW Designer Shoe Warehouse
Windsor, ON
- Full-time
As a Store Manager at The Shoe Co., you will report to the District Manager and lead the store environment, which fosters inclusivity and diverse customer connections. In this role, you…
Added 4 hours ago
FR
Assistant Project Manager
Foresight Recruitment Group
Toronto, ON
- $70,000 to $110,000 CAD / year
- Full-time
Working alongside a Project Manager and Site Superintendent, you will help deliver projects from planning through to handover. You will take ownership of defined scopes while developing…
Added 4 hours ago
K
Manager, Government Solutions
KPMG
Edmonton, AB
- Full-time
Experience supporting transformation initiatives, including requirements gathering, testing, training, change management, communications or deployment activities.

BMO

Wealth Planning Consultant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$80,000.00 - $130,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $80,000.00 - $130,000.00
Job type: Full-time
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:

10/22/2026

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 on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Wealth Planning Consultant provides advanced financial planning and wealth strategies for high-net-worth clients while collaborating with Investment Advisors to drive business growth. They lead discovery processes, develop complex financial plans, and facilitate client presentations to ensure effective wealth management and asset retention.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree, with a preference for CFP, MBA, or legal designations. Proficiency in financial planning software and strong analytical, communication, and influence skills are essential for this role.

Skills

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

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Private Wealth
High Net Worth
Ultra High Net Worth
Financial Planning
Investment Advisors
Wealth Strategy
Asset Management
Tax Planning
Estate Planning
Succession Planning
Philanthropy
Wealth Path
Conquest
CFP
IQPF
MBA
LL.B
LL.L
LL.M
Trust & Estate Practitioner
Risk Management
Sales Campaigns
Client Experience
Strategic Planning
Business Growth
Consultative Selling
Financial Analysis
Relationship Management
Portfolio Management

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Jobs in Canada