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Added 6 mins ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
…innovative solutions and treasury advisory services on large and complex liquidity, payment, and trade…
Added 6 mins ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
…innovative solutions and treasury advisory services on large and complex liquidity, payment, and trade…
Added 1 hour ago
SA
Restaurant Operations Manager
SSP America
Mississauga, ON
- Internship
Operations Manager - Multi-Unit Restaurant Leadership
Added 1 hour ago
AC
Senior Manager, Supply Chain
Aston Carter
Markham, ON
- $170,000 to $225,000 CAD / year
- Full-time
Lead end-to-end supply chain execution from FEL3/FID through construction, commissioning, and project closeout for a large, complex capital project.
Added 2 hours ago
H
Assistant Marketing Manager
Hytera
Toronto, ON
- Full-time
Hytera is hiring an Assistant Marketing Manager to be the main point of contact for marketing support to our Canadian dealer network, and the day-to-day owner of Hytera's digital presence…
Added 3 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 3 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
…on-site position. You will report to the Shared Services AP Manager and will work as part of a team in a fully automated, full-cycle accounts payable role. If you are a people-person who…
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 4 hours ago
PROGRAM MANAGER SERVICE OPERATNL SUPPORT
City of Toronto
ON · Toronto, ON
Program Manager, Service Operational Support (Finance & Business Services)
Added 7 hours ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 7 hours ago
AC
Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 7 hours ago
AC
Senior Tax Manager
Accountor CPA
Calgary, AB
- Full-time
We are seeking an experienced Tax Manager to join our growing accounting and tax practice.
Added 7 hours ago
BV
Prospect Analyst
Bow Valley College
Calgary, AB
- Full-time
…fundraising and revenue generation goals. Reporting to the Manager, Advancement, you will collect, analyze and translate research into actionable insights that help identify new prospects,…
Added 7 hours ago
BV
Facilities Manager
Bow Valley College
Calgary, AB
- Full-time
Reporting to the Director, Campus Services, the Facilities Manager oversees building operations, repairs, and maintenance across college-owned facilities. This includes mechanical,…
Added 7 hours ago
TE
Commercial Finance Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $100,000 to $110,000 CAD / year
We are seeking a Commercial Finance Manager with strong financial expertise, analytical capabilities, strategic business acumen, and a solution-oriented mindset. This role will drive…
Added 7 hours ago
FO
Senior Manager, Client and Funding Services - Net Zero Acceleration
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Director, Client and Funding Services (CFS), the Senior Manager, CFS is responsible for functional and strategic leadership, planning activities and management of all…
Added 9 hours ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
We are seeking a Manager – Banking Cloud & Platform Engineering to help lead complex technology transformation programs within the banking sector.
Added 10 hours ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 11 hours ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
…Architects. On client teams, you may partner closely with a product manager and lead developer to align member needs with business priorities and technical…
Added 12 hours ago
L
Murex Environment and Configuration Manager
Luxoft
Canada
- Full-time
Mentorship & Peer Review: Lead and mentor junior/senior team members, providing guidance on complex troubleshooting and ensuring best practices in scripting and CICD pipelines.
Added 13 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
Listen to clients’ needs and resolve situations that may be complex.
Added 14 hours ago
AE
Finance Manager
AppleOne Employment Services
Toronto, ON
- $130,000 to $140,000 CAD / year
- Full-time
Seeking an experienced and commercially minded Finance Manager to join a growing Consumer Packaged Goods (CPG) organization in Toronto.
Added 15 hours ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Director, Procurement, the Strategic Sourcing Manager is responsible for leading the organization’s strategic sourcing function and developing sourcing strategies aimed at…
Added 16 hours ago
SA
Senior Multi-unit Restaurant Operations Leader
SSP America
Richmond, BC
- Full-time
Join Our Team as a Senior Operations Manager – Food & Beverage!
Added 17 hours ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
Our growing diversified investment banking team is seeking an Associate Vice President (Manager) to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of…

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
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.

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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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