Posted 18 days ago
Wealth Planning Advisor, Private Wealth
@ Bank of Montreal
Montréal, Quebec
Overview
Bank of Montreal is hiring a Wealth Planning Advisor in its Wealth Planning Support Team to give financial planning support to private wealth professionals, BMO Nesbitt Burns and BMO Private Banking. The role centres on building financial plans, providing subject matter expertise and supporting WealthPath planning software. It is a full-time, hybrid role, requires fluent French and English, and pays a salary range of $70,000 to $150,000.
Responsibilities:
- Préparer et créer des plans financiers pour les clients
- Participer à la découverte client et à la présentation des plans
- Offrir une expertise sur la planification financière aux professionnels
- Soutenir l'équipe de planification centralisée et les outils WealthPath
- Assurer une veille sur les changements législatifs en planification
Requirements summary:
- Au moins 4 ans d'expérience en planification financière
- Désignation IQPF ou IPF au Québec
- Maîtrise de WealthPath ou d'un logiciel de planification équivalent
- Excellentes compétences en informatique (Microsoft 365, Excel, Teams)
- Maîtrise du français et de l'anglais
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-19
- First seen by our source
- 2026-10-20
- Source record updated
- 2026-11-03
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | IQPF, IPF |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
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 | 941 |
| View page |
Application Deadline:
11/20/2026Address:
1501 McGill College AvenueJob Family Group:
Wealth Sales & ServiceThe Wealth 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.
The Wealth Planning Advisor (WPA) is responsible for providing financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking. Providing subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance and wealth planning strategies for corporations.
Centralized Planning & Support (70%)
- Support BMO Wealth Planning and Advisory Team’s Centralized planning platform. Prepare & create financial plans and update financial planning requests sent by frontline planners. Work with Investment Advisors, Investment Counsellors and Private Bankers to create financial plans for clients.
- Participate in the client discovery process and presentation of plans to clients.
- Provide Subject matter expertise to all wealth planning professionals through the enterprise. Provide technical expertise around BMO WealthPath and positive coaching around wealth planning.
- Respond/Refer escalated inquiries from WPST team and cases that require more complex product, technical and taxation and estate planning knowledge.
- Work in partnership with the HNW Wealth Planning Consultants, providing technical software support where required.
- Provide Financial Planning expertise where required on enterprise-wide working teams and programs.
- Maintain awareness of latest legislative changes around wealth planning and other financial industry changes that may affect team processes and/or impact financial planning delivery in LOBs.
- Continually evolve wealth planning skills to include complex planning techniques, for example Executive compensation, Trusts, complex corporate structures, and insurance.
Provide Subject matter expertise (30%)
- Provide Wealth Planning subject matter expertise to Wealth Professionals and enterprise initiatives.
- Provide technical support and subject matter expertise to front line planners through multiple channels: phone, email, MS teams.
- Maintain awareness of latest legislative and other financial industry changes that may affect Financial Planning.
- Assist/contribute to development of tools that encourage adoption of Financial Planning
- Assist in developing support materials related to financial planning, such as reference guides, FAQ’s, Quick Tips, webinars, and other relevant documentation.
- Assist in the maintenance of the quality review front line handbook for errors, improvements, or additions.
- Assist in identifying business requirements for WealthPath and participate in user-acceptance testing of upgrades to WealthPath.
Knowledge & Skills:
- At least 4+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
- Financial Planning designation in Quebec (IPF).
- Strong understanding of advanced financial planning concepts and how to model in planning software
- Demonstrates a consultive and collaborative approach with partners and clients
- Professional Planning Designation – IQPF required in Quebec.
- Strong Technical Knowledge of WealthPath 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.
- Hybrid role, combination of in office and work from home.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$70,000.00 - $150,000.00Pay Type:
SalariedThe 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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