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Added 40 mins ago
J
Senior Talent Acquisition Advisor
Jobgether
Canada
- Full-time
Hiring Manager Partnership: Build strong relationships with hiring managers to understand role requirements, establish sourcing plans, define candidate profiles, and provide guidance on…
Added 55 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
In partnership with the City Market Manager, solicit local vendors that are interested in setting up space in the City Market, Open Streets, Market Slip or on other City property, and…
Added 56 mins ago
KM
Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions Canada
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 1 hour ago
A
Sr Channel Sales Manager- Broker, Consultant and VAR
ADP
Mississauga, ON
- $156,310 to $206,310 CAD / year
- Other
Title: Sr Channel Sales Manager- Broker, Consultant and VAR
Added 1 hour ago
Manager Accounting
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to, and under the general direction of the Director of Financial Reporting, the Manager of Accounting is responsible for:
Added 1 hour ago
C
Account Manager
Clipboard
Remote, Canada
- $45,000 to $55,000 USD / year
- Full-time
- Remote
An indispensable component of Clipboard's marketplace is its workplace customers. The Account Manager ensures the continued success of the partnership between Clipboard and its workplace…
Added 2 hours ago
NC
Manager, Talent Acquisition Programs & Insights
NAV CANADA
Ottawa, ON
- Full-time
NAV CANADA is seeking a Manager, Talent Acquisition Programs & Insights to lead a team responsible for the Talent Acquisition programs, partnerships, analytics, and initiatives that help us…
Added 2 hours ago
NP
Sr. Manager of Workforce Development
NExT Philadelphia - Urban League of Philadelphia Young Professionals
NB · Chiasson Office, NB
- Full-time
The Senior Manager of Workforce Development is responsible for the coordination, implementation, and operational oversight of workforce development, training and adult programming. This…
Added 3 hours ago
WS
Proj Financial Controller EPMO
Workplace Safety and Insurance Board (WSIB)
Mississauga, ON
- Full-time
If you're energized by combining financial expertise, strategic thinking, and business partnership, this role offers an opportunity to make a meaningful impact.
Added 3 hours ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 3 hours ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
With over 130 years of service, BCHS is evolving with a renewed focus on excellence, collaboration, and innovation. Our strategic priorities center on Quality Care, Connected Teams, and a…
Added 3 hours ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
With over 130 years of service, BCHS is evolving with a renewed focus on excellence, collaboration, and innovation. Our strategic priorities center on Quality Care, Connected Teams, and a…
Added 3 hours ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 3 hours ago
BC
Registered Nurse - Complex Care (C4)
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 4 hours ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 4 hours ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 4 hours ago
VC
Manager, AI Research
Vanguard Canada
Toronto, ON
- Full-time
Builds strategic research partnerships. Works closely with the Head of AI R&D to support and advance Vanguard’s strategic research partnership with the University of Toronto, collaborating…
Added 4 hours ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 4 hours ago
DG
Regional Marketing Manager
Dilawri Group of Companies
Mississauga, ON
- Full-time
The Regional Marketing Manager oversees annual marketing plans, integrated campaigns, social media, private sales events, experiential marketing and sponsorship initiatives. The role…
Added 5 hours ago
A
Manager, Client Care Learning & Development (Call Center)
ATB
Calgary, AB
- Full-time
At ATB Financial, we empower our team to succeed from day one. As Manager, Client Care Learning & Development, you will be the chief architect of the onboarding journey for our Everyday…
Added 5 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 5 hours ago
TU
Senior Manager, Innovation Partnerships - Defense, Cybersecurity and Dual Use Technologies
The University of British Columbia
Vancouver, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
This position is focused on complex and multi-faceted public-private partnership opportunities, including multi-party research consortia, anchor partner relationships, challenge-based…
Added 5 hours ago
TU
Senior Manager, Innovation Partnerships - Clean Energy, Critical Minerals and Mining
The University of British Columbia
Vancouver, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
This position is focused on complex and multi-faceted public-private partnership opportunities, including multi-party research consortia, anchor partner relationships, challenge-based…
Added 5 hours ago
Senior Manager, Business Solutions & Initiatives - Finance
Scotiabank
Toronto, ON
…management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate…
Added 6 hours ago
AH
Manager - Operating Room & Surgical Booking Services
Alberta Health Services
Grande Prairie, AB
- Full-time
The Manager, Operating Room (OR) & Surgical Booking Services is responsible for the operational leadership, performance, and continuous improvement of perioperative services at Grande…

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 23, 2026
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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