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Added 7 mins ago
EL
Key Holder - 12 hours - The Cosmetics Company Store - Toronto Premium Outlets - Halton Hills, ON
Estée Lauder Companies
ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 37 mins ago
WS
Team Lead - Fixed Term
WCG Services
Kelowna, BC
- Full-time
Supervise and support Centre staff with the day-to-day service delivery in the WorkBC Centre. Act as backup for Centre Manager as needed
Added 51 mins ago
UO
Social Media and News Coordinator
University of Victoria
Victoria, BC
- Full-time
Reporting to the Manager, Marketing and Communications, the Social Media and News Coordinator plays an integral role in UCAM’s mandate to communicate UVic’s vision and achieve its strategic…
Added 1 hour ago
R
Licensed property manager
Remax
Burnaby, BC
- Full-time
Licensed Property Manager / Licensed Assistant
Added 2 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 hours ago
A
Cost Controller
AtkinsRéalis
Mississauga, ON
- Full-time
Control project cost accounts, coordinate their opening and closing according to the schedule and project status Inform Manager whether proper progress measurement is in place for all…
Added 2 hours ago
C
Associate Producer, Radio Scheduling (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON
- Full-time
…Scheduling & Content Planning team. Under the supervision of the Manager of Radio Scheduling and Marketing Communications, the Radio Scheduling Producer will ensure continuous content in…
Added 4 hours ago
Key Holder - 12 hours - The Cosmetics Company Store - Toronto Premium Outlets - Halton Hills, ON
ELC Beauty LLC
ON · Ontario, ON
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 4 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
Every new team member will initially go through a one-week in-depth training over the internal software and processes. In addition to this, we’ll put you on engagements where continuing…
Added 4 hours ago
W
Groom Supervisor, CG (Feature)
WildBrain
Vancouver, BC
- Full-time
…enjoy collaborating and actively participating in pipeline development, training and building out this function with the ultimate goal of producing best in class…
Added 4 hours ago
LI
Sr. Manager, Commercial HVAC District Sales
Lennox International
Montreal, QC · St Laurent, QC
- Full-time
…contributions and offers a supportive environment for career development. Come, stay, and grow with us. **hybrid role with both home, field, and office locations** **requires bilingual…
Added 4 hours ago
W
Senior Manager, Software Development - Clients & Accounts
Wealthsimple
Canada
- Full-time
4+ years managing high-performance software development teams through multiple successful product launches, including coaching and growing senior and staff ICs
Added 4 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Proficient working knowledge in software delivery/change practices: requirements clarification, testing/UAT support, release/change coordination, application lifecycle management,…
Added 4 hours ago
Chief Estimator
State Window Corporation
Vaughan, ON
Performance Evaluation: We prioritize ongoing feedback and development through structured bi-annual performance reviews and ongoing check ins with your direct supervisor/manager.
Added 5 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Venture Media
Calgary, AB
- From $60,000 CAD / year
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 5 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Venture Media
Toronto, ON
- From $60,000 CAD / year
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 5 hours ago
RS
Computer Systems Technologist - Level 2
Richmond School District No. 38
Richmond, BC
- Internship
…networking services of the district. The work involves the development of standards, procedures, the analysis and resolution of problems, planning and directing assigned projects and…
Added 6 hours ago
EI
Software Development Manager
EBlock Inc.
Canada
- $160,000 to $180,000 CAD / year
- Full-time
We are looking for a hands-on Software Development Manager to lead one of our engineering teams within EDealer, reporting to the Sr. Director of Product and Engineering. This is a role for…
Added 6 hours ago
TL
HACCP & CTPAT/PIP Specialist
Transx Ltd
Calgary, AB · Rosser, MB
- Full-time
Work with the Health and Safety Manager, the Health and Safety Specialist, and the Health and Safety Committees on maintaining and improving an effective OHSMS.
Added 6 hours ago
HC
Human Resources Coordinator
Hartmann Canada Inc
Brantford, ON
- $60,000 to $62,000 CAD / year
- Full-time
Reporting to the Human Resources Manager, the HR Coordinator provides administrative and operational support across the Human Resources function and Head Office. The role is responsible for…
Added 6 hours ago
XI
Senior Engineering Manager - ERP
Xplore Inc
Markham, ON
- Full-time
…scalability, data integrity, and compliance while adopting modern software development principles, frameworks and…
Added 6 hours ago
XI
Agency Coordinator
Xplore Inc
Markham, ON
- Full-time
Xplore is seeking a highly motivated and detail-oriented Agency Coordinator at the Sr. Analyst or Manager level to join our Collections Team. This role is critical in managing relationships…
Added 6 hours ago
OG
Account Executive, ONE
Operto Guest Technologies
Vancouver, BC
- Up to $75,000 CAD / year
Convert qualified opportunities into customers: Partner with SDRs and the Sales Manager to rapidly engage Sales Qualified Leads (SQLs), conduct discovery, deliver compelling demonstrations,…

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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