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Added 3 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
Serve as a trusted advisor and primary point of contact for assigned clients, ensuring they feel heard, supported and valued.
Added 6 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
Added 6 hours ago
AI
HVAC/R Business Development Manager
Ainsworth Inc
Sudbury, ON · Greater Sudbury, ON
- Full-time
Building Trust & Credibility: Become a trusted advisor by fostering strong relationships with key decision-makers. Actively listen to their needs, understand their unique challenges, and…
Added 7 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 9 hours ago
AI Learning Associate Director - Learning and Development (18-month contract)
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
As the AI Learning Associate Director, you will serve as a strategic advisor and learning capability leader responsible for shaping, scaling and activating EY Canada's AI learning strategy,…
Added 10 hours ago
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 11 hours ago
C
Advisor, Business and Strategic Planning (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON
- Full-time
Please note this is a 12-month contract position, renewable annually. This regular position is not a consulting assignment and has attractive CBC/Radio-Canada employee benefits.
Added 14 hours ago
PE
Account Coordinator
PheedLoop Events
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.
Added 15 hours ago
YR
Secondary Long Term Occasional (LTO) 66.67% Family Studies (2 sections of HFN2O1)
York Region District School Board
Maple, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 18 hours ago
SC
Funeral Director/Embalmer
Service Corporation International
MB
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 18 hours ago
SC
Funeral Director/Embalmer
Service Corporation International
Wolseley, SK
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 19 hours ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
Negotiate, award, and administer consultant agreements, subcontracts, purchase orders, change orders, and contract amendments.
Added 20 hours ago
W
Technical Sales Representative - Power Generation
Wajax
Moncton, NB
- Full-time
…partnering relationships, and establishing Wajax as a trusted…
Added 20 hours ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
…and automation. Your main objective is to be a trusted tax advisor to clients, including helping them to reduce tax-related risks while ensuring that both the organization and its employees…
Added 20 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 20 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 1 day ago
B
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 day ago
R
Advisor, Business and Strategic Planning (Telework/Hybrid)
Radio-Canada
Toronto, ON
- Full-time
Please note this is a 12-month contract position, renewable annually. This regular position is not a consulting assignment and has attractive CBC/Radio-Canada employee benefits.
Added 1 day ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 1 day ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
…projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing…
Added 1 day ago
M
Managing Director, Assistant Chief Counsel
Manulife
Toronto, ON
- Full-time
…candidacy. Above all, we seek a colleague who act as a trusted advisor and broad problem solver to partner with business clients to develop prudent, creative solutions that advance and…
Added 1 day ago
A
Human Resources Business Partner (4-Month Contract)
Acosta
Mississauga, ON
- Full-time
Must be regarded by business leaders/managers as a qualified consultant/advisor in Human Resource practices. Provide thought leadership related to assigned client team and regularly update…

BMO

Wealth Planning Consultant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$80,000.00 - $130,000.00 · Full-time

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Job details

Pay: $80,000.00 - $130,000.00
Job type: Full-time
Apply by: Oct 13, 2026
Experience: WPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
Posting language: English
Posted: Sep 25, 2026

Original job description

Application Deadline:

10/12/2026

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.

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More about this job

Responsibilities

The Wealth Planning Consultant provides advanced financial planning and wealth strategies for High Net Worth and Ultra High Net Worth clients. They work collaboratively with Investment Advisors to deliver client-focused solutions, facilitate discovery processes, and drive business growth through expert advice.

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, and Life Insurance designation are considered assets.

Skills

Wealth planning
Financial planning
High Net Worth client management
Investment advisory
Strategic planning
Data analysis
Tax planning
Estate planning
Succession planning
Philanthropy
Consultative selling
Risk management
Coaching
Financial analysis

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
LL.L
LL.M
Life Insurance
Wealth Path
Conquest
Trust & Estate Practitioner
Risk Management Framework
Asset Management
Client Discovery
Strategic Planning
Tax Planning
Estate Planning
Succession Planning
Philanthropy
Consultative Selling
Data Analysis
Financial Analysis
Relationship Management
Business Growth
Portfolio Management

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