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BT
Driver
Bumper to Bumper Canada
Halifax, NS
- Full-time
Accurately record all deliveries and pickups, ensure proper paperwork accompanies all customer cores, returns, and warranties while complying with customer service delivery strategies
Added just now
A
Store Assistant Manager
Ardene
Victoria, BC
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
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SH
MDRD Technician (CEN)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
Demonstrates good customer service and organizational skills
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Contact Center Reprsentative
TD
Ottawa, ON
- Full-time
…issue by providing advice and recommending a MBNA product or service, you’ll help us offer trusted support to our clients whenever they need it. You’ll consistently deliver legendary…
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XT
Night Dispatcher (4 ON-4 OFF) - Hybrid Work from Office/Home
XTL TRANSPORT INC.
Balzac, AB
- Full-time
- Relay information, obstacles, and discrepancies to operations team, manager, customer service, and other relevant departments
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OR
Wireless Sales Associate - 3123 Barrie South
OSL Retail Services Inc
Barrie, ON
- Other
…opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to reach new heights. If you're interested in joining an…
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CC
Customer Service and Office Administrator
Craftsman Collision
Victoria, BC
- Full-time
We're currently seeking a full-time Customer Service and Office Administrator at our Colwood location in BC. We offer competitive wages ranging from $50,000 to $66,000 annually, 3 weeks of…
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FT
Automotive Tire Technician (Fairview)
Fountain Tire
Fairview, AB
- Other
A customer-service focus with the ability to develop and maintain effective relationships with team members and customers
Added 15 mins ago
SM
Operations Leader Withdrawal Management Dundas
St. Michael's Hospital
Toronto, ON
- Temporary
…execution of daily operations in each area of withdrawal management service delivery; assisting Managers in identifying customer/human resources/staffing needs, , scheduling issues,…
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MH
Housekeeper
MERANI HOSPITALITY
Niagara Falls, ON
- $17.95 to $20.5 CAD / hour
- Part-time
Perform other tasks as assigned by the Housekeeping Manager
Added 15 mins ago
Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
…supervising staff, assisting cashiers, delivering a consistently high customer service level, cash management, administrative duties, setting alarms, and keeping the front of house clean…
Added 15 mins ago
Calypso - Director of Food & Beverage (27)
Villages Vacances Valcartier, Wet 'n' Wild Toronto and Calypso Waterpark Entertainment Properties
Limoges, ON
…visitors each summer. A key part of the guest experience is the service and variety they receive from our Food & Beverage sector. This is a unique opportunity for someone seeking an…
Added 15 mins ago
Donation Pick Up Driver
Diabetes Canada / National Diabetes Trust
Dartmouth, NS
The National Diabetes Trust is Canada’s largest charitable clothing and small household good collection service. With more than 5,000 donations bins and an active home pick-up service in…
Added 15 mins ago
DC
Full Time Driver
Diabetes Canada / National Diabetes Trust
Dartmouth, NS
- Full-time
The National Diabetes Trust is Canada’s largest charitable clothing and small household good collection service. With more than 5,000 donations bins and an active home pick-up service in…
Added 15 mins ago
Assistant Manager
Vast auto Distribution
Fredericton, NB
Effectively resolve any issues impacting customer service, in collaboration with the immediate supervisor.
Added 15 mins ago
GC
Registered Nurse - Rockwood Terrace (Temporary, Full-Time)
Grey County
ON · Durham, ON
- Full-time
…philosophy of care to ensure resident safety, and demonstrate customer service…
Added 15 mins ago
Corporate Store Key Holder - Temporary
Bulk Barn
Toronto, ON
A Store Key Holder assists the Store Manager and Supervisor in all aspects of the day-to-day running of the business.
Added 15 mins ago
Corporate Store Key Holder
Bulk Barn
Ottawa, ON
A Store Key Holder assists the Store Manager and Supervisor in all aspects of the day-to-day running of the business.
Added 15 mins ago
Sales Coordinator
Northland Properties
Calgary, AB
…details are accurate, and commitments are followed through. Your support will allow the Sales Manager to dedicate more time to developing accounts, meeting clients, and growing hotel…
Added 15 mins ago
General Manager
Northland Properties
Calgary, AB
The General Manager under the direction of the Regional Director will primarily be responsible for the overall operations of the Hotel. They develop the budget for each department, approve…
Added 15 mins ago
Warehouse Clerk
Enercare
Edmonton, AB
Reports To: General Manager and/or Operations Manager
Added 15 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.
Added 15 mins ago
SJ
Registered Nurse - Integrated Comprehensive Care Program
St. Joseph's Home Care
Hamilton, ON
- $31.39 to $46.47 CAD / hour
- Part-time
Superior communication skills both verbal and written, with an excellent customer service mind set
Added 15 mins ago
MH
Rooms Division Manager
MasterBUILT Hotels Ltd.
Kitimat, BC
- Full-time
The Rooms Division Manager will anticipate the needs and exceed the expectations of guests as well as their employees by achieving profitability and customer service goals all while…
Added 15 mins ago
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Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time

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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