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Added 1 day ago
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Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…identify opportunities, and provide advice across a broad range of complex planning needs, including retirement, tax, estate, succession, and philanthropic…
Added 2 days ago
WO
Senior Financial Analyst
WP Osborne Executive Search Inc.
Toronto, ON
- Full-time
…various real estate strategies, we are a developer and asset manager of over 77,000 multi-residential suites and over 9 million square feet of commercial property space. Holding Canada’s…
Added 2 days ago
V
US Tax Manager
Vencora
Toronto, ON · Canada - Toronto, ON
- $120,000 to $130,000 CAD / year
- Full-time
We’re seeking a U.S. Tax Manager to join our growing tax team, responsible for overseeing the U.S. tax compliance and reporting process, as well as assisting with strategic tax planning for…
Added 2 days ago
VG
US Tax Manager
Volaris Group
Toronto, ON · Canada - Toronto, ON
- $120,000 to $130,000 CAD / year
- Full-time
We’re seeking a U.S. Tax Manager to join our growing tax team, responsible for overseeing the U.S. tax compliance and reporting process, as well as assisting with strategic tax planning for…
Added 2 days ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
Combining decades of industry knowledge with our proprietary RegDB technology, we simplify complex tax registration and tax sale processes, helping municipalities stay compliant, reduce…
Added 2 days ago
Z
Senior Tax Specialist
Zeifmans
Toronto, ON
- $85,000 to $110,000 CAD / year
- Full-time
…provide candid counsel on a wide range of issues, including tax, complex accounting, restructuring, acquisitions, IPOs and more. You will benefit equally from the experience and judgment of…
Added 3 days ago
T
Growth Marketing Manager
TalentMinded
Newmarket, ON
- $80,000 to $120,000 CAD / year
- Full-time
Combining decades of industry knowledge with their proprietary RegDB technology, Realtax simplify complex tax registration and tax sale processes, helping municipalities stay compliant,…
Added 3 days ago
Manager Unclaimed Property
Government of Alberta
AB
The Unclaimed Property Manager leads the administration, development and ongoing delivery of Alberta’s unclaimed and vested property program under the Unclaimed Personal Property and Vested…
Added 3 days ago
TM
Manager, Real Estate Accounting
The Mason Group - Strategic Search Partners
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
Liaising with internal groups including tax, legal, treasury, corporate accounting, and leasing on property specific and structural issues as required.
Added 3 days ago
CI
Accounting Manager
Colliers International
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
Colliers International is seeking an Accounting Manager to join its dynamic team. Reporting to the Senior Accounting Manager, you will ensure monthly deadlines are met and special projects…
Added 4 days ago
S
Senior Civil Technologist
Stantec
Thunder Bay, ON
- Full-time
…complete routine assignments and contribute to larger, more complex projects under the limited supervision of a senior engineer or project manager. The position combines senior-level design…
Added 4 days ago
I
Senior Manager – Tax Compliance
Innergex
Longueuil, QC
- Full-time
Reporting to the Director, Taxation, the Senior Manager, Tax Compliance is responsible for leading and coordinating Innergex’s tax compliance activities in a high-volume, fast-growing…
Added 4 days ago
IR
Senior Manager – Tax Compliance
Innergex Renewable Energy Inc
Longueuil, QC
- Full-time
Reporting to the Director, Taxation, the Senior Manager, Tax Compliance is responsible for leading and coordinating Innergex’s tax compliance activities in a high-volume, fast-growing…
Added 5 days ago
V
Controller
Vaco
Hamilton, ON
- $120,000 to $140,000 CAD / year
- Full-time
Oversee the Accounting Manager, Senior Property Accountant, Staff Accountant(s), and AP Supervisor.
Added 5 days ago
RC
Corporate Tax Manager
RecruitPod Canada Inc.
Calgary, AB
- Full-time
We are seeking an experienced, technically strong and highly independent Tax Manager to join our growing Canadian CPA firm.
Added 5 days ago
QP
Senior Property Accountant
QuadReal Property Group
Vancouver, BC · Toronto, ON
- Full-time
Reporting directly to the Accounting Manager, the Senior Property Accountant is responsible for adding value to QuadReal by providing meaningful financial information that is professional,…
Added 6 days ago
B
Director, Business Advisory & Succession Planning
BMO
Vancouver, BC · FBT
- Full-time
…Financial Planning Specialists, Will & Estate Consultants, Tax Specialists, Trust and Insurance Specialists, Mid-Market Mergers & Acquisitions,…
Added 6 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth
CIBC
Toronto, ON
- Full-time
CIBC Trust - Provides professional estate administration, power-of-attorney, and trustee services with expertise in tax reporting, property management, and investment management.
Added 6 days ago
VB
Senior Accounting Manager
Vaco by Highspring
Toronto, ON
- $130,000 to $140,000 CAD / year
- Full-time
The Senior Manager, Property Accounting will utilize leadership and decision-making qualities in the continuous improvement of processes, proper training, development, and mentoring of…
Added 8 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 8 days ago
B
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
- Full-time
Collaborates with clients' external tax advisors, accountants and legal professionals on complex planning matters.
Added 8 days ago
B
Corporate Development Senior Associate
BMO
Toronto, ON · FCP
- Full-time
Build effective relationships with internal and external stakeholders, including LOB, Finance, Risk, Legal, Tax, HR, Operations, and Technology partners, and external advisors.
Added 8 days ago
TU
Senior Finance Manager
The University of British Columbia
Vancouver, BC
- $9,599.75 to $14,385.5 CAD / month
- Full-time
The Senior Manager provides strategic financial advice to the Managing Directors and senior management of Innovation UBC and RSS. The position leads annual and multiyear budgeting,…
Added 8 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth - Bilingual
CIBC
Toronto, ON · Montreal, QC
- Full-time
CIBC Trust - Provides professional estate administration, power-of-attorney, and trustee services with expertise in tax reporting, property management, and investment management.
Added 8 days ago
UO
Senior Finance Manager
University of British Columbia
Vancouver, BC · UBCV | CIRS (Centre for Interactive Research on Sustainability) (CIRS)
- $9,599.75 to $14,385.5 CAD / month
- Full-time
The Senior Manager provides strategic financial advice to the Managing Directors and senior management of Innovation UBC and RSS. The position leads annual and multiyear budgeting,…

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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