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Added 26 mins ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and…
Added 41 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Belleville, ON
- $70,000 to $100,000 CAD / year
As a senior member of our Tax department, you will work closely with Partners, Managers, and other members of the Firm to deliver high-quality tax planning, compliance, and advisory…
Added 41 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Trenton, NS
- $70,000 to $100,000 CAD / year
As a senior member of our Tax department, you will work closely with Partners, Managers, and other members of the Firm to deliver high-quality tax planning, compliance, and advisory…
Added 41 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
As a senior member of our Tax department, you will work closely with Partners, Managers, and other members of the Firm to deliver high-quality tax planning, compliance, and advisory…
Added 1 hour ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
As a senior member of our Tax department, you will work closely with Partners, Managers, and other members of the Firm to deliver high-quality tax planning, compliance, and advisory…
Added 1 hour ago
A
Government Relations Manager
ATB
Edmonton, AB · Calgary, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 1 hour ago
NB
Account Manager, Business Flex
National Bank of Canada
AB · Edmonton, AB
- Full-time
Pursuing a career as a Flex Business Account Manager means being part of a dynamic team surrounded by experts. It also involves taking charge of entrepreneurial clients who contact Flex…
Added 2 hours ago
GC
GMS Canada / Home Depot Account Manager
GMS Canada
AB · Corporate ON (CAN)
- Full-time
The GMS Canada / Home Depot Account Manager, reporting directly to the Vice President - Purchasing & Home Depot Integration, will serve as the primary day-to-day point of coordination…
Added 2 hours ago
T
Senior Change Management Analyst
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 2 hours ago
CC
Senior Manager New Business Development, Corporate Partnerships
Canadian Cancer Society
Toronto, ON
- Full-time
Reporting to the Director, Corporate Partnerships, the Senior Manager, New Business Development, Corporate Partnerships is responsible for identifying, prospecting, soliciting and…
Added 2 hours ago
GC
Senior Desktop Engineer
GEI Consultants, Inc.
Vancouver, BC
- Full-time
Device Lifecycle Management: Image, configure, deploy, and maintain end-user devices using Windows Autopilot, Intune, and Endpoint Manager.
Added 2 hours ago
GC
Senior Desktop Engineer
GEI Consultants, Inc.
Abbotsford, BC
- Full-time
Device Lifecycle Management: Image, configure, deploy, and maintain end-user devices using Windows Autopilot, Intune, and Endpoint Manager.
Added 2 hours ago
GC
Senior Desktop Engineer
GEI Consultants, Inc.
Guelph, ON
- Full-time
Device Lifecycle Management: Image, configure, deploy, and maintain end-user devices using Windows Autopilot, Intune, and Endpoint Manager.
Added 3 hours ago
FC
Senior Director
Fedcap Canada
Hamilton, ON
- $160,000 to $185,000 CAD / year
- Full-time
Fedcap Canada plays an integral role in Ontario's Employment Services Transformation as a Service System Manager (SSM). Working in partnership with Service Providers, employers, government…
Added 3 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 3 hours ago
National Account Manager (Ontario)
Kandor
Mississauga, ON
Guardteck is looking for a National Account Manager to own our most significant national retail relationships across Canada. This is a senior, Toronto-based role with a high executive…
Added 3 hours ago
I
Senior Recruiter
IKEA
Coquitlam, BC
- Full-time
Create and deliver an outstanding hiring manager experience, providing timely communication, guidance, and partnership throughout the recruitment lifecycle.
Added 4 hours ago
Manager, Business Enablement
British Columbia Lottery Corporation
BC · Hybrid - Kamloops or Vancouver, BC
…communities. We operate national and provincial lotteries in partnership with 3500 retail partners, provide the games, technology & oversight to 37 brick & mortar casinos, and operate a…
Added 4 hours ago
OP
Senior Financial Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Key contributor to the completion of the budget report, budget book and presentation material for the Board in partnership with other Senior Financial Analysts, the Manager and the CFO, and…
Added 4 hours ago
K
Territory Manager
Kurage
Toronto, ON
- Full-time
1. Context and nature of the roleThis is a unique opportunity to join Kurage at an early and formative stage of its development and help transform how stroke and incomplete spinal cord…
Added 4 hours ago
AW
VP & Head of Environmental, Canada
Allied World Assurance Company
Toronto, ON
- Full-time
…Environmental business throughout Canada. This role serves as the senior Environmental leader for the Canadian platform, overseeing underwriting strategy, portfolio management, broker and…
Added 4 hours ago
C
Senior Manager, Vendor Management
CIBC
Toronto, ON
- Full-time
The Senior Vendor Manager will be part of the Contact Centre Risk and Control Governance team and will be responsible for building and managing relationships with core suppliers who supply…
Added 4 hours ago
A
Senior Engineering Manager
Ausenco
Burnaby, BC
- Full-time
Ausenco is seeking a qualified and highly motivated Senior Engineering Manager experienced in mining projects and/or studies for our Western Canada region.
Added 4 hours ago
CL
Human Resources - HR Business Partner
Cosmetica Laboratories Inc
Toronto, ON · Scarborough, ON
- Full-time
…governance, escalates significant risks and exceptions to the Senior Manager, Human Resources, and remains responsible for coordinating approved actions through…
Added 5 hours ago
F
Business Development Coordinator
Fasken
Toronto, ON · Montreal, QC · Vancouver, BC
- Full-time
Reporting to the Senior Manager, Business Development, this role is responsible for supporting the members and activities of the firm-wide Business Development (BD) Team. The BD Coordinator…

BMO

Wealth & Tax Planning Consultant, Private Wealth

Montreal, QC, Canada
IBMM, Canada

$85,000.00 - $175,000.00 · Full-time

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Job details

Pay: $85,000.00 - $175,000.00
Job type: Full-time
Apply by: Dec 5, 2026
Experience: Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
Posting language: English
Posted: Nov 5, 2026

Original job description

Application Deadline:

12/04/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

The successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of high-net-worth and ultra-high-net-worth clients.

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.

Provides customized advice and specialized planning services to HNW/UHNW client segments.
Facilitates/participates in 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.
Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions.
Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.
Leverages financial analysis in the development of detailed and complex financial plans.
Consults with clients and their external advisors on complex issues, as required.
Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.
May network with industry contacts to gain competitive insights and best practices.
Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
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:

Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
Post-graduate degree is desirable.
Relevant professional designation is considered such as Fin. Pl., CPA, CA, CMA, CGA, LL.B, LL.L, LL.M or other professional wealth designations is an important asset.
Experience dealing with HNW/UHNW clients.
Proven track record in developing and growing a profitable financial or related client services business.
Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.
Broad knowledge of financial institutions, services and products.
Broad knowledge of investment management principles, economics and financial markets.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$85,000.00 - $175,000.00

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 consultant will partner with investment professionals to develop tailored financial, tax, and estate planning solutions for high-net-worth clients. They are responsible for driving asset growth and retention by providing specialized advice and facilitating goals-based discovery processes.

Requirements

Candidates typically require 5-9 years of relevant experience and a university degree, with a postgraduate degree considered an asset. Professional designations such as Fin. Pl., CPA, CA, CMA, CGA, LL.B, LL.L, or LL.M are highly preferred.

Skills

Wealth planning
Tax planning
Estate planning
Financial analysis
Consultative sales
Relationship management
High-net-worth client management
Succession planning
Trust planning
Philanthropic planning
Regulatory compliance
Risk management
Strategic planning
Communication skills
Problem solving
Collaboration

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
Tax Planning
Estate Planning
High-Net-Worth
Ultra-High-Net-Worth
Financial Planning
Investment Management
Private Banking
Succession Planning
Philanthropic Planning
Trust Planning
Risk Management
Regulatory Compliance
Financial Analysis
Consultative Sales
BMO Private Investment Counsel
Fin. Pl.
CPA
CA
CMA
CGA
LL.B
LL.L
LL.M
Wealth Sales
Client Strategy
Asset Retention
Portfolio Management
Relationship Management
Financial Markets

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