Posted yesterday
Wealth Planning Advisor, Private Wealth
@ Bank of Montreal
Toronto, Ontario
Responsibilities:
- Deliver financial planning support through a regional dedicated centralized planning and/or dedicated Market platform, including preparation/presentation and…
- Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.
- Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.
- Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
- Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.
- Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.
Requirements summary:
- Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
- Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.
- Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.
- Qualifications & Skills
- At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
- Strong Technical Knowledge of Voyant or equivalent planning software.
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Bank of Montreal
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
- LinkedIn followers
- 529,147
- People associated on LinkedIn
- 59,168
- Reported office locations
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Business categories
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Other recorded names
- Bank of Montreal
- BMO
- Specialties
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 8,114,072,573
Currency and observation date were not supplied; this is not a current valuation or a funding round.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 10,001+ employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Specialties | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Open jobs on Jobsy | 1,090 |
| View page |
Adresse:
100 King Street WestGroupe de famille d'emplois:
Ventes et service, Gestion de patrimoineWealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer and protect their wealth.
As part of the Wealth Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.
Key Accountabilities
Regional Centralized Planning & Advisory Support (70%)
- Deliver financial planning support through a regional dedicated centralized planning and/or dedicated Market platform, including preparation/presentation and updates of financial plans.
- Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.
- Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.
- Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
- Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.
- Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.
- Contribute to regional business growth through planning and participate in regional campaigns and initiatives.
Subject Matter Expertise (20%)
- Provide technical guidance and planning expertise to wealth professionals across the enterprise.
- Support frontline planners through multiple channels, including phone, email, virtual platforms and in branch regional support.
- Contribute to the development of planning tools, reference materials, guides, FAQs, and learning resources to support adoption of financial planning.
Operational Effectiveness (10%)
- Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.
- Contribute to the creation of advisor-facing planning collateral or learning to support.
- Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.
Qualifications & Skills
- At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
- Strong understanding of advanced financial planning concepts and how to model in planning software
- Professional Planning Designation – PFP®, QAFP® or CFP™, IQPF® in Quebec
- Strong Technical Knowledge of Voyant or equivalent planning software.
- Strong customer services skills and focus
- Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365 Etc.)
- 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 critical thinking skills - In-depth.
- Influence skills - In-depth.
- Results oriented and client focused.
Salaire:
$70 000,00 - $150 000,00
Type de rémunération :
Salaire
Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.
Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.
La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site: https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale
À propos de nous
À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.
En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.
Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.
BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.
Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.
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