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Added 2 mins ago
BT
Driver
Bumper to Bumper Canada
Halifax, NS
- Full-time
Ensure any complaints or dissatisfaction of a customer is immediately reported to the Dispatcher and/or Store Manager
Added 2 mins ago
SH
MDRD Technician (CEN)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
…(SHN) is shaping the future of care. Our many programs and services are designed around the needs of one of Canada’s most vibrant and diverse communities. We are home to North America’s…
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T
Contact Center Reprsentative
TD
Ottawa, ON
- Full-time
Make people’s day: consistently deliver an outstanding customer service experience by offering friendly support through your knowledge of MBNA products, services and solutions.
Added 2 mins ago
Sr Director RSM Marketing
Rogers Communications
Toronto, ON
…portfolio, television and specialty brands, streaming products and services, and Rogers’ national radio network of 40+…
Added 2 mins ago
OR
Wireless Sales Associate - 3123 Barrie South
OSL Retail Services Inc
Barrie, ON
- Other
OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing…
Added 2 mins ago
CC
Customer Service and Office Administrator
Craftsman Collision
Victoria, BC
- Full-time
…Administrator will provide exceptional customer service and support the Shop with operations initiatives and administrative…
Added 2 mins ago
FT
Automotive Tire Technician (Fairview)
Fountain Tire
Fairview, AB
- Other
At Fountain Tire, you’d have a great place to work! Market leading wages, a manager with a large support network, and the chance to learn and grow. If you are interested apply in-store or…
Added 2 mins ago
HR
Clinical Manager, Reactivation Care Centre and Post Acute Care - Finch Unit and ABAMU
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Demonstrated recent knowledge of HRH/Acute and Post Acute Care and Home and Community Support Services priorities, policies, practices and service standards
Added 2 mins ago
GS
Business Development Manager
Grantek Systems Integration
Burlington, ON
- Full-time
We are looking for a driven and enthusiastic Manager of New Business Development to join our team. This role is key to expanding new business opportunities in the Midwest region for…
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Manager, Internal Communications and Culture (*18 Month Contract*)
CAPREIT
Toronto, ON
- Other
Reporting to the Director, Culture & Office Services, the Manager, Internal Communications & Culture is an experienced, hands-on leader responsible for managing a small team and driving…
Added 17 mins ago
SM
Operations Leader Withdrawal Management Dundas
St. Michael's Hospital
Toronto, ON
- Temporary
The primary responsibilities of the Operations Leader, Withdrawal Management Services include: providing operational leadership, clinical and technical expertise for the successful…
Added 17 mins ago
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 17 mins ago
Manager, Family Philanthropy
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
The Manager, Family Philanthropy provides strategic and operational leadership across the family’s philanthropic foundations, awards programs, stakeholder partnerships and related…
Added 17 mins ago
Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
Communicate changes in policy, procedures, products, services, promotions, or any other alterations that affect the customer.
Added 17 mins ago
Calypso - Director of Food & Beverage (27)
Villages Vacances Valcartier, Wet 'n' Wild Toronto and Calypso Waterpark Entertainment Properties
Limoges, ON
Partner with Marketing and Guest Services to support park events, seasonal promotions, and group catering.
Added 17 mins ago
Donation Pick Up Driver
Diabetes Canada / National Diabetes Trust
Dartmouth, NS
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 17 mins ago
DC
Full Time Driver
Diabetes Canada / National Diabetes Trust
Dartmouth, NS
- Full-time
Reporting to the Operations Manager, this critical role will work a 40-hour work week, driving established routes to collect donated clothing and household items from our valued customers’…
Added 17 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 17 mins ago
Warehouse Clerk
Enercare
Edmonton, AB
Enercare Inc. is one of Canada’s largest home and commercial services companies servicing over one million customers across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia,…
Added 17 mins ago
S
Cluster House Mentor
Simaril
Winnipeg, MB
- Full-time
The Cluster House Mentor supports the Cluster Manager in the day-to-day operation of the Cluster House while providing guidance, direction, and peer support to Direct Support Workers.…
Added 17 mins ago
SE
Outside Services Sales Representative (OSSR)
Schneider Electric
Ottawa, ON · ON · UNAVAILABLE, Ontario
- Full-time
…identifying key opportunities for complete solutions, also will support customers through their product and services lifecycles while exceeding our customers’…
Added 17 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
willingness and ability to act as coach/mentor/Preceptor to new nurses through knowledge sharing and peer to peer support
Added 17 mins ago
Support Worker- Casual/On-Call
Smithers Community Services Association
Smithers, BC
The Support Worker provides direct support to tenants/program participants living in supportive housing and shelter environments. This role focuses on harm reduction, crisis de-escalation,…
Added 17 mins ago
BC
Segment Interface Manager
Bechtel Corporation
Toronto, ON
- Full-time
Support the Program Interface Manager in providing technical analytics and progress & performance reporting to executive and senior stakeholders.
Added 17 mins ago
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Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
Provides customized advice and specialized planning services to HNW/UHNW client segments.

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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