As of November 7, 2026, Jobsy lists 6 wealth planning consultant jobs in Canada. The most active employers are BMO Nesbitt Burns Inc. and Bank of Montreal. Skills often requested: decision making, financial planning, problem solving and collaboration.
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3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Selling to HNW clients or Investment Advisors, strong analytical and communication skills, and a CFP designation are expected, with financial planning software and a Trust & Estate Practitioner designation as assets.
1+ YOECandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.
7+ YOECandidates need 7+ years of relevant experience, a post-secondary degree, and a CFP designation (IQPF in Quebec). Experience with HNW clients and financial planning software is needed, and CPA, TEP or CLU designations are assets.
3+ YOECandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.
3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Experience selling to Investment Advisors or High Net Worth clients is required, and the CFP designation (IQPF in Quebec) and financial planning software skills such as NaviPlan are assets.
Candidates need experience selling to Investment Advisors or high net worth clients, plus financial planning experience. A CFP designation (IQPF in Quebec) is required, and strong communication, analytical and influence skills are expected.
BMO Nesbitt Burns Inc. (4) and Bank of Montreal (2).
What skills do wealth planning consultant jobs ask for?
Postings most often mention decision making, financial planning, problem solving, collaboration, communication skills, strategic planning, presentation skills and sales department processes.