Publié il y a 18 jours
Wealth Planning Advisor, Private Wealth
@ Bank of Montreal
Montréal, Québec
En bref
Bank of Montreal is hiring a Wealth Planning Advisor for its Private Wealth team to provide financial planning support and subject matter expertise to BMO wealth professionals. The work covers centralized financial plan creation, client discovery, and technical support on WealthPath planning software. The role is hybrid, requires French and English fluency, and lists a salary range of $70,000 to $150,000 per year plus incentives.
Responsabilités :
- Prepare and update financial plans for clients and wealth professionals
- Participate in client discovery and plan presentations
- Provide wealth planning subject matter expertise across the enterprise
- Respond to escalated planning, tax and estate inquiries
- Support WealthPath users and contribute to upgrade testing
Résumé des exigences :
- At least 4 years of financial planning experience
- Quebec financial planning designation (IQPF)
- Strong WealthPath or equivalent planning software skills
- Fluency in French and English
- Strong Microsoft Office and Teams skills
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · phenom
- Date publiée par l’employeur
- 2026-10-23
- Première détection par notre source
- 2026-10-24
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Opérations |
| Expérience | 4 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, French |
| Permis et certifications | IQPF, IPF |
| Avantages mentionnés | Régime de retraite, Aide aux études, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bank of Montreal
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
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.
- Abonnés LinkedIn
- 529 147
- Personnes associées sur LinkedIn
- 59 168
- Bureaux déclarés
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Catégories d’activité
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Autres noms enregistrés
- Bank of Montreal
- BMO
- Spécialités
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 8 114 072 573
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
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…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 10,001+ employees |
| Siège social | Toronto, ON |
| Type d’organisation | Public Company |
| Spécialités | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Offres sur Jobsy | 1 067 |
| Voir la 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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