Wealth Planning Advisor- Quality & Support
BMO — Toronto, ON, CAN
Posted 2026-10-19
Application Deadline: 11/01/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service Wealth Planning Advisor- Quality The Wealth Planning Support Team, part of BMO Wealth Planning & Advisory Services, provides planning guidance, solutions and subject matter expertise to BMO Wealth Professionals throughout the wealth planning process. The Wealth Planning Advisor (WPA) reviews financial plans for quality, accuracy and consistency; provides coaching to front-line Wealth Professionals and internal planning partners; and advises on investment, retirement, transition, estate, tax, insurance and corporate planning strategies. The role promotes sound financial planning practices, effective use of WealthPath, risk mitigation and a consistent client experience while identifying development needs through quality review findings. Quality Review Oversight and Coaching (50%) • Review financial plans prepared by Wealth Professionals and internal planning specialists for accuracy, effectiveness and quality in a high-volume environment, including: o Confirming client objectives and analyzing current circumstances. o Assessing advice, strategies, recommendations and alternative sc