Financial Planning Advisor
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-10-20
Listing for:
BMO
Full Time
position Listed on 2026-10-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Elevate client financial strategies as a Wealth Planning Advisor with BMO. This hybrid role entails quality reviewing financial plans and providing expert coaching to Wealth Professionals.
As a crucial member of the Wealth Planning Support Team, you will review financial plans for accuracy and effectiveness while promoting sound financial strategies. You will coach front-line Wealth Professionals, ensuring they adhere to best practices across investment, retirement, estate, tax, and insurance planning.
Your role significantly influences the client experience and identifies growth areas through quality reviews.
Key Responsibilities:
• Review financial plans for accuracy and quality
• Provide feedback and coaching to Wealth Professionals
• Monitor industry developments affecting financial planning
• Develop tools to enhance financial planning adoption
• Support business processes for operational efficiency
Requirements:
• Minimum of three years in financial planning support
• PFP®, CFP™, or QAFP™ designation required
• Strong investment industry knowledge and client-facing experience
• Proficient with Wealth Path or similar software
• Effective communication and analytical skills
This role enhances your financial planning expertise while improving client outcomes.
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