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Added 13 mins ago
J&
Sr. Access & Affordability Associate - JJIM Canada
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
Undergraduate degree in Pharmacy, Life Sciences, Business, or a related field.
Added 13 mins ago
UO
Accreditation Program Administrator
University of Manitoba
Winnipeg, MB
- Full-time
Completion of a formal training program in office administration, business administration or a related discipline from a recognized institute plus four years of directly-related experience.
Added 13 mins ago
NT
COBOL / Production Support Engineer / Ingénieur(e) support de production et COBOL
Nöord Technologies
Montreal, QC
- Full-time
Work schedule: 40 hours per week, based on a US business calendar
Added 13 mins ago
PG
Ab Initio Developer
Pacer Group
Toronto, ON
- $55 to $58 CAD / hour
- Contract
Sr. Ab Initio Developer having 10+ years of hands-on experience
Added 13 mins ago
W
Systems Integrator – Industrial Automation & SCADA
WSP
Vancouver, BC
- Full-time
…experience, skills, seniority, geographic location, performance, and business or organizational needs. The wage range provided in this job posting may be subject to change for business…
Added 13 mins ago
Manager, Family Philanthropy
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
Lead the governance cycle for the Sobey Foundation, Sobey Art Foundation, Frank H. Sobey Awards for Excellence in Business Studies and D.R. Sobey Foundation, including meeting calendars,…
Added 13 mins ago
Calypso - Director of Food & Beverage (27)
Villages Vacances Valcartier, Wet 'n' Wild Toronto and Calypso Waterpark Entertainment Properties
Limoges, ON
…opportunity for someone seeking an impactful career in the food…
Added 13 mins ago
Sales Coordinator
Northland Properties
Calgary, AB
Support corporate receptions, networking activities, business card draws, and other sales initiatives.
Added 13 mins ago
General Manager
Northland Properties
Calgary, AB
Participate in community affairs and maintains a positive public image for the hotel including representing the hotel at tourism and business associations
Added 13 mins ago
Systems Analyst, Information Technology
Regina Public Library
Regina, SK
…passionate about innovation and using technology to improve business processes. Candidates with hands-on experience in Microsoft 365 automation tools, Power Automate and Microsoft Copilot,…
Added 13 mins ago
SE
Outside Services Sales Representative (OSSR)
Schneider Electric
Ottawa, ON · ON · UNAVAILABLE, Ontario
- Full-time
Works closely with Inside Service Sales Representatives and the BU account manager to maximize business opportunities.
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A
HCM Consultant II, Upmarket Account Services (MAS, Upmarket)
ADP
Burnaby, BC · Dartmouth, NS · Toronto, ON · Etobicoke, Ontario
- Full-time
…service guidelines to solve clients' challenges and fuel their business success. You will work with an assigned book of clients who have 150 to 999 employees. You carry the weight of ADP’s…
Added 13 mins ago
D
Account Executive, Mid Market
Docusign
Toronto, ON
- Full-time
…countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data…
Added 13 mins ago
C
Marketing Engineer
Celebright
Ottawa, ON · Kanata, Ontario
- Full-time
…as one of Ottawa's fastest-growing companies by the Ottawa Business Journal two years running, we're building something exciting. We're a creative, ambitious, and collaborative team that…
Added 13 mins ago
M
Growth & Business Development Intern – Design Industry (SUMMER)
Mercana
Surrey, BC
- Part-time
…homes. </p></div><div><p><strong>Role Summary </strong></p></div><div><p>The Growth & Business Development Intern supports Mercana’s expansion into new markets through a…
Added 13 mins ago
DT
Office Administrator/ Executive Assistant
Direct Travel
Toronto, ON
- Full-time
…freelance talent oversight. Partnering closely with the SVP, Business Development Canada and the regional Account Executives, the role drives pre-sales execution, smooth office operations,…
Added 13 mins ago
M
Procurement Specialist
MMIST
Ottawa, ON
- Full-time
Strategic procurement & sourcing, developing and executing category strategies that align with MMIST’s business goals.
Added 13 mins ago
P4
Administrator, Capital Projects
Pier 4 Ltd
London, ON
- Full-time
We have been recognized by The Global and Mail's Report on Business as one of Canada's Top Growing Companies in 2024, 2025, and 2026. As a certified Great Place to Work ®, we are committed…
Added 13 mins ago
R
Intermediate Business Analyst
Raise
Toronto, ON
- Contract
We at Raise are hiring an Intermediate Business Analyst for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising…
Added 13 mins ago
C
: Ingénieur(e) COBOL / Soutien à la production
CGI
Montreal, QC
- Full-time
Come join our team - one of the largest IT and business consulting services firms in the world.
Added 13 mins ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
…thereafter to maintain effective knowledge management within…
Added 13 mins ago
S
OLB Manager, Onboarding, Regulatory & Mailroom - Toronto, ON
Scotiabank
Toronto, ON
- Full-time
…ensure all department goals and staff KPIs are met along with business…
Added 13 mins ago
AI
Ab Initio ETL Developer
Apptoza Inc.
Toronto, ON
- Contract
The Ab Initio Developer will act as the Subject Matter Expert (SME) for the existing Ab Initio ETL ecosystem and play a critical role in the migration of ETL processing logic to SAP HANA…
Added 13 mins ago
YD
Data Science Developer
York Digital Consulting Inc.
Toronto, ON
- Contract
The Senior Data Science Developer will design, develop, and implement enterprise AI solutions, including Generative AI applications, intelligent agents, and reusable AI components. The role…
Added 13 mins ago
SL
Associate Director, Safety and Security
St. Lawrence College
ON · Ontario, Canada
- Full-time
Amidst an evolving risk landscape, the Associate Director champions business continuity planning, ensuring that the College is prepared to respond effectively to crises and maintain…

BMO

Estate Planning Consultant

Saskatoon, SK, Canada

$80,000.00 - $150,000.00 · Full-time

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Job details

Pay: $80,000.00 - $150,000.00
Job type: Full-time
Apply by: Dec 6, 2026
Experience: Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
Posting language: English
Posted: Nov 6, 2026

Original job description

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.

Provides customized advice and specialized planning services to HNW/UHNW client segments.
Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions.
Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.
Leverages financial analysis in the development of detailed and complex financial plans.
Consults with clients and their external advisors on complex issues, as required.
Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.
May network with industry contacts to gain competitive insights and best practices.
Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
Post-graduate degree is desirable.
Relevant professional designation is considered an asset.
Experience dealing with HNW/UHNW clients.
Proven track record in developing and growing a profitable financial or related client services business.
Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.
Broad knowledge of financial institutions, services and products.
Broad knowledge of investment management principles, economics and financial markets.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$80,000.00 - $150,000.00

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 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.

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More about this job

Responsibilities

Provide customized wealth, estate, tax, succession, philanthropic, will, and trust planning advice to high- and ultra-high-net-worth clients, collaborating with relationship managers and other professionals. Develop complex financial plans, support client growth and retention, share specialized planning expertise, and ensure compliance with banking regulations, policies, and risk guidelines.

Requirements

Typically requires 5–9 years of relevant experience and a university degree in a relevant field; a postgraduate degree is desirable, and a relevant professional designation is an asset. Candidates should have experience serving HNW/UHNW clients, a record of growing a profitable client-services business, extensive wealth-planning expertise, broad financial and investment knowledge, and expert communication, analytical, influencing, collaboration, and data-driven decision-making skills.

Skills

Wealth Planning
Estate Planning
Trust Planning
Tax Planning
Succession Planning
Financial Analysis
Consultative Sales
Investment Management
Communication
Problem Solving
Influencing
Cross-Group Collaboration
Data-Driven Decision Making
Risk Management
Managing Ambiguity

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Wealth Planning
Estate Planning
Financial Planning
Tax Planning
Succession Planning
Philanthropic Planning
Will Planning
Trust Planning
Financial Analysis
Investment Management
Financial Markets
Economics
Consultative Sales
Client Discovery
Asset Consolidation
Revenue Growth
Advanced Planning
Legislation
Regulatory Compliance
Risk Management Framework
Banking Regulations
Educational Programs
Referral Networks
Data Capture
Knowledge Management

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