Wealth Planning Advisor- Quality & Support
Toronto, Ontario, C6A, Canada
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Final date to receive applications: 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 Wealth Path, risk mitigation and a consistent client experience while identifying development needs through quality review findings.
- Review financial plans prepared by Wealth Professionals and internal planning specialists for accuracy, effectiveness and quality in a high-volume environment, including:
- Confirming client objectives and analyzing current circumstances.
- Assessing advice, strategies, recommendations and alternative scenarios.
- Identifying coaching and development opportunities.
- Consulting tax, legal and insurance specialists as needed.
- Provide clear, tailored feedback against standardized quality benchmarks, including verbal debriefs and coaching.
- Maintain oversight reporting and communicate timely updates.
- Analyze review results to identify trends, common errors, risks and targeted training needs.
- Guide users on financial planning principles, concepts and Wealth Path inputs.
- Stay current on wealth planning developments, share knowledge and recommend process improvements.
- Provide financial planning expertise to Wealth Professionals and enterprise initiatives.
- Deliver technical support to front-line planners through phone, email and Microsoft Teams.
- Monitor legislative and industry developments affecting financial planning.
- Develop tools and support materials that promote financial planning adoption, including reference guides, FAQs and quick tips.
- Perform quality review and audit activities in accordance with established standards to mitigate organizational risk.
- Maintain and improve the Quality Review Front-Line Handbook.
- Identify Wealth Path business requirements and support user acceptance testing for system upgrades.
- Identify software limitations, assumption issues and calculation errors, and submit formal change requests.
- Support the central planning team as required.
Skills:
- Three or more years of financial planning experience in a client-facing or advisor-support role, with strong investment industry knowledge.
- Strong knowledge of financial planning concepts and proficiency with Wealth Path or comparable planning software.
- PFP®, CFP™ or QAFP™ designation; IQPF designation required in Quebec.
- Consultative, collaborative and client-focused approach.
- Strong written and verbal communication, analytical thinking, influencing and teamwork skills.
- Proficiency with Word, PowerPoint, Excel, Microsoft Teams and Microsoft 365; comfortable using AI to enhance work.
- Results-oriented, with strong service skills and attention to quality.
- Hybrid role combining in-office and remote work.
Salary:
Pay Type:
Salaried The 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…
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