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Added 4 mins ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Added 35 mins ago
B
Office Manager
Binners
Toronto, ON · Etobicoke, ON
- $70,000 to $90,000 CAD / year
- Full-time
As we enter our next stage of growth, we are looking for an experienced Office Manager to take ownership of the day-to-day management of our office and administrative functions.
Added 1 hour ago
C
Senior Systems Analyst, Production Support
CBC/Radio-Canada
Vancouver, BC
- Full-time
Analyze requirements, evaluate hardware and software, and make recommendations for upgrades and acquisitions. Liaise with the vendors to ensure successful acquisition of required components…
Added 1 hour ago
FA
Operations Coordinator
Flair Airlines Ltd.
Toronto, ON
- Full-time
…execution of day-to-day airline operations. Reporting to the Manager, SOCC, this role is responsible for coordinating with internal departments, external partners, and regulatory bodies to…
Added 1 hour ago
FA
Duty Officer
Flair Airlines Ltd.
Toronto, ON
- Full-time
…efficient delivery of our flight schedule. Reporting to the Manager, OCC, you will work closely with CSC, Crew Scheduling, Dispatch, MCC, and other operational teams to coordinate daily…
Added 1 hour ago
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Part-time Guest Experience Associate
Groupe Nordik
Whitby, ON
- Part-time
Basic knowledge of Windows based software, an asset;
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CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
- $60,000 to $65,000 CAD / year
- Full-time
…countries. Our diverse and multicultural team is our greatest asset, helping clients across industries such as Agriculture, Food Safety, Trade Solutions, Minerals & Metals, and Consumer…
Added 2 hours ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
Octacom, a division of DCM, is an enterprise software and services company focused on document and data management solutions. Octacom specializes in document management and workflow…
Added 2 hours ago
MC
Assistant Project Manager - Heavy Civil
Morgan Construction & Environmental Ltd.
AB
- Other
At Morgan, we don’t just build projects, we build careers and futures! Join us as a ASSISTANT PROJECT MANAGER - HEAVY CIVIL and play a pivotal role in our dynamic world of heavy civil…
Added 2 hours ago
FH
Senior Project Manager - Redevelopment & Major Projects
Fraser Health
Surrey, BC
- Full-time
The Senior Project Manager is responsible for overseeing and supporting the planning, design and/or implementation of assigned large facilities projects with a high degree of complexity,…
Added 3 hours ago
AW
Senior Project Manager
Agilus Work Solutions
Toronto, ON
- $100 to $105 CAD / hour
- Contract
We are looking for an experienced Senior Project Manager to lead large, complex, and high-impact initiatives across digital transformation, software implementation, integration, and data…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
General Duty Nurse (N2) - Emergency
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 5 hours ago
SP
General Manager – Print & Sign Shop
Sage Print & Sign Ltd.
Edmonton, AB
- Full-time
The General Manager will be responsible for the day-to-day performance of the business, including staff leadership, production scheduling, customer service, quoting, quality control, sales…
Added 5 hours ago
Shift Manager
Cooke Aquaculture Inc.
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Reporting to the Operations Manager, the Shift Manager is responsible for leading and supervising production teams to meet safety, quality, and efficiency targets during their assigned…
Added 5 hours ago
AI
Project Manager Estimator - Low Voltage
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Edmonton, AB · Calgary, AB
- Full-time
As the Project Manager Estimator - Low Voltage, you drive project success through technical expertise, strong leadership, and a customer‑focused approach. You support both sales and…
Added 5 hours ago
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Nurse Call & RTLS Technician
Ainsworth Inc
Mississauga, ON
- Full-time
Reporting to the Project Manager, the Nurse Call & RTLS Technician is responsible for installing, commissioning, and servicing multiple healthcare technologies including but not limited to…
Added 5 hours ago
AI
Senior BAS System Designer
Ainsworth Inc
Mississauga, ON
- Full-time
Involved with project turnover meetings with the Project Manager and sales, to gather all information needed to conduct Engineering.
Added 5 hours ago
AI
BAS Specialist
Ainsworth Inc
Mississauga, ON
- Full-time
Regular supervision provided by Regional BAS Coordinator and dotted line to the Project Manager while providing mentoring of BAS Tech 2.
Added 5 hours ago
AI
Security Systems Application Specialist
Ainsworth Inc
Mississauga, ON
- Full-time
Reporting to the Project Manager, you will have the opportunity to execute and lead various security system projects. Your role will encompass estimation, engineering design, programming,…
Added 5 hours ago
AI
BAS System Designer
Ainsworth Inc
Mississauga, ON
- Full-time
Involved with project turnover meetings with the Project Manager and sales, to gather all information needed to conduct Engineering.

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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