Wealth Planning Advisor, Private Wealth
Application Deadline:
11/24/2026
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
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.
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...
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