Wealth Planning Advisor, Private Wealth
BMO — MONTREAL, QC, CAN
Posted 2026-10-20
Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service The 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