Wealth Planning Advisor - Quality & Support, Private Wealth

MONTREAL, QC, CAN, CAFull-time$70k–$150k2026-10-20 → 2026-11-10

Hybrid

Core

Review financial plans for quality and accuracy, coach front-line Wealth Professionals, and advise on investment, retirement, estate, tax, insurance, and corporate planning strategies.

Role type

Senior IC wealth planning advisor (quality & support)

Builds

High-quality financial plans and coaching for BMO Wealth Professionals

Domain

Wealth management / Financial planning

Required skills

Financial planning concepts, WealthPath proficiency, Investment industry knowledge, Quality review, Coaching, Tax/legal/insurance strategy, Process improvement

Preferred skills

AI tool usage, System upgrade support, User acceptance testing

Technologies

WealthPath, Microsoft Teams, Microsoft 365, Excel, PowerPoint, Word

Responsibilities

Review financial plans for accuracy and quality; Provide coaching and feedback to Wealth Professionals; Advise on complex planning strategies; Develop support materials and reference guides; Monitor legislative developments; Support system upgrades and UAT.

Seniority

Mid-Senior, hands-on IC

About bmo

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.