Senior Financial Advisor jobs
- BMO Financial GroupToronto, ON
- $94,600–$176,000 a year
- Tuition reimbursement
- Life insurance
- Communicate architecture decisions, delivery progress, risks, dependencies, and recommendations to senior leadership.
View similar jobs with this employerIntactMontréal, QC- $118,700–$145,100 a year
- Full-time
- Employee stock purchase plan
- People will rely on you to contribute to financial analyses and business proposals, deliver financial solutions that reconcile Intact’s strategic business goals…
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View similar jobs with this employerTD BankLangley, BC- $60,000–$70,000 a year
- Full-time
- Paid time off
- Passion for financial planning and driven to help clients reach their financial & life goals.
- 3 – 5 years within the financial services industry managing client…
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- CIBCEdmonton, AB
- You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
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- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- To help deliver a great client experience, you’re…
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Easily applyUrgently hiringSimplyAISurrey, BC V3S 6T4- $80,000–$120,000 a year
- Full-time
- Monday to Friday
- Dental care
- Disability insurance
- You’ll work closely with senior advisors and a collaborative team to provide personalized financial planning, investment management, risk management, and wealth…
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Easily applyMultiple openingsGT WealthCalgary, AB T2E 7Y2- From $100,000 a year
- Full-time +1
- (Valued at $20,000; complimentary for accepted advisors.).
- ✔ Receive personalized, hands-on coaching to earn your license—no generic AI videos, only real…
Associate Financial / Insurance Advisor
Easily applyNewCo-operators Insurance & Financial ServicesLondon, ON- $50,000–$90,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Casual dress
- Conduct financial and insurance reviews to identify opportunities and coverage gaps.
- Ability to provide professional financial and insurance advice tailored to…
- MNPTerrace, BC V8G 1S6
- $100,000–$130,000 a year
- Permanent
- Facilitate quarterly financial reporting and project updates to Management and Leadership.
- Evaluate overall client accounting practices and create a strategic…
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- MNPTerrace, BC V8G 1S6
- $100,000–$130,000 a year
- Permanent
- Facilitate quarterly financial reporting and project updates to Management and Leadership.
- Evaluate overall client accounting practices and create a strategic…
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View similar jobs with this employerMNPToronto, ON M5C 2V9- $135,000–$165,000 a year
- Permanent
- Meeting with clients to deliver financial planning advice.
- Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create…
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- MNPToronto, ON M5C 2V9
- $70,000–$100,000 a year
- Permanent
- Interact with client management, stakeholders, legal counsel and financial advisors.
- 3 to 4 years of professional services experience, ideally in financial…
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- MNPToronto, ON M5C 2V9
- $70,000–$100,000 a year
- Permanent
- Extensive experience preparing and analyzing financial statements, management reports, projections and supporting schedules.
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- MNPCalgary, AB T2P 0H3
- Permanent
- Interact with client management, stakeholders, legal counsel and financial advisors.
- 3 to 4 years of professional services experience, ideally in financial…
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- BMO Financial GroupMarkham, ON
- $89,800–$139,800 a year
- Full-time
- Tuition reimbursement
- Life insurance
- Leverages financial analysis in the development of detailed and complex financial plans.
- Broad knowledge of financial institutions, services and products.
- BMO Financial GroupToronto, ON
- $67,400–$117,400 a year
- Full-time
- Tuition reimbursement
- Life insurance
- Develops detailed and complex financial plans for clients to help meet their financial objectives.
- Experience in financial planning is an asset.
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Job Post Details
Senior Manager, Wealth Management Technology Development - job post
Job details
Pay
- $94,600–$176,000 a year
Location
Benefits
Pulled from the full job description
- Tuition reimbursement
- Life insurance
Full job description
Application Deadline:
Address:
100 King Street WestJob Family Group:
Please note: Wealth Management Experience is a MUST; This is a Hybrid role
- Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.
Technology Leadership
- Lead the architecture, development, modernization, and lifecycle management of enterprise technology platforms.
- Drive the technology strategy, roadmap, and execution plans aligned to business priorities.
- Establish and promote best practices for application architecture, software engineering, security, resiliency, and operational excellence.
- Provide technical direction and coaching to development teams, architects, business analysts, and delivery partners.
Solution Design & Development
- Design and deliver scalable, maintainable, and secure technology solutions that meet business and regulatory needs.
- Oversee the development of microservices, APIs, and integration components that support enterprise capabilities.
- Ensure high availability, resiliency, scalability, and performance for mission-critical applications.
Enterprise Integration
- Lead integration efforts across the BMO technology ecosystem, ensuring alignment with enterprise architecture, security, data, and operational standards.
- Design and support event-driven, API-based, and batch-processing solutions for complex enterprise data exchanges.
Data & Analytics
- Lead the delivery of data-driven solutions that leverage large-scale datasets to support Wealth Management operations and decision-making.
- Oversee optimization of SQL queries, ETL processes, reporting solutions, and data pipelines to improve performance, reliability, and transparency.
- Support executive reporting, operational dashboards, compensation analytics, and management insights.
- Ensure data quality, reconciliation, lineage, controls, and audit readiness across critical business processes.
Governance & Risk
- Ensure solutions comply with Wealth Management and banking regulations, enterprise security standards, internal controls, and risk management expectations.
- Support internal audits, regulatory reviews, control assessments, and remediation activities.
- Implement and maintain data privacy, access management, information security, and technology risk management best practices.
- Maintain clear documentation, traceability, change management discipline, and operational procedures.
Stakeholder Management
- Collaborate with Operations, Finance, Risk, Compliance, Sales, Product, and Technology partners to deliver integrated business outcomes.
- Translate business objectives and requirements into pragmatic, scalable, and secure technology solutions.
- Communicate architecture decisions, delivery progress, risks, dependencies, and recommendations to senior leadership.
- Manage vendor relationships and third-party technology partners to ensure quality, accountability, and alignment with enterprise standards.
Qualifications:
- Bachelor Degree in Engineering (Computer Science)
- 5+ years experience in Technology Leadership related roles, with a focus on Wealth Management domain
- 10+ overall experience (from application developer to leadership roles)
- Experience with new product implementations (Trading, security lending, incentive management applications) from design and architecture perspective all the way to delivery (full lifecycle or end-to-end)
- Experience in AWS cloud stack, development, technology integration, technology delivery, Microservices, API, AI integrations.
- Experience integrating vendor solutions with enterprise applications
- Equally motivated to play an Individual Contributor role and people manager (if circumstances require)
Salary :
Pay Type:
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 listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
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.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.