Wealth Planning Consultant/Senior Wealth Planning Consultant
- Employment type
- Full-time · On-site
- Posted
- October 18, 2026
- Salary range
- $80,000–$130,000 CAD per year
- Province
- Ontario (ON)
Hiring confidence: Complete posting · 78/100
This posting shows several signs of an active search — things like a posted salary, a recent posting date, and an employer who replies to applicants. How this is scored
Job Overview
This role is based in Ontario. Bank of Montreal is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
Market context
About this role in Ontario
Average salary for Wealth Planning Consultant/Senior Wealth Planning Consultant in Ontario
We do not have a salary benchmark for this title in Ontario yet. The posting advertises $80,000–$130,000.
NOC code
This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.
Typical qualifications for Canadian employers
- Experience in wealth planning or advanced financial planning
- Ability to work with High Net Worth and Ultra High Net Worth clients
- Collaborative working style with Investment Advisors
- Strong documentation and strategy development skills
Fit check
Is this role right for you?
Top skills this posting asks for:
- Wealth Planning
- Financial Planning
- Client Advisory
Jobily reads your resume against this posting and scores the fit — the skills you already have, the gaps, and what to change before applying. Signed-in Premium members see the score at the top of this page.
Scan your resume to see your fitKeep looking
Similar jobs
- SK
SKYGRiD
Project Accountant- Construction
Toronto, Ontario · On-site · $75,000–$95,000
- CA
Canadian Imperial Bank of Commerce
Mobile Mortgage Advisor (Vaughan, North York, Etobicoke, ON) - 100% Commission
Toronto, Ontario · On-site
- BA
Bank of Montreal
Sr. Branch Operations Administrator, Private Wealth (Contract)
Toronto, Ontario · On-site · $45,000–$100,000
What you'll do
- Provide wealth planning and advanced financial planning guidance
- Counsel High Net Worth and Ultra High Net Worth client segments
- Work collaboratively with Investment Advisors
- Develop and deliver client-focused wealth planning experience
- Create documented wealth strategy for clients
- Participate in end-to-end wealth planning experience
What you'll need
- Experience in wealth planning or advanced financial planning
- Ability to work with High Net Worth and Ultra High Net Worth clients
- Collaborative working style with Investment Advisors
- Strong documentation and strategy development skills