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Added 13 mins ago
T
Senior E-Learning Developer (Articulate 360 / Adobe Captivate)
ThoughtStorm
Toronto, ON
- Contract
Hiring: Senior E-Learning Developer (Articulate 360 / Adobe Captivate)
Added 13 mins ago
B
Training Specialist - Senior ( Adobe Captivate Classic, Articulate 360 exp)
Bevertec
Toronto, ON
- Contract
Job Role: Training Specialist - Senior ( Adobe Captivate Classic, Articulate 360 exp)
Added 13 mins ago
R
UX Copywriter (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Part-time
At CBC/Radio-Canada, we create content that informs, entertains and connects Canadians on multiple platforms. Our successes and accomplishments are driven by embodying and upholding values,…
Added 28 mins ago
GC
Senior Materials Testing and Inspection Technician
GEI Consultants, Inc.
Barrie, ON
- $29 to $38 CAD / hour
- Full-time
GEI Consultants is seeking an experienced Senior Materials Testing & Inspection Technician to support our materials testing and inspection team on a wide range of projects across Ontario.…
Added 28 mins ago
Sr Director RSM Marketing
Rogers Communications
Toronto, ON
Leading a team of 15+ marketers, the Senior Director translates audience insight, content priorities and business goals into distinctive brand platforms, full-funnel marketing plans,…
Added 28 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
Demonstrates knowledge of Senior Friendly Framework and Alternative Level of Care Leading Practices
Added 28 mins ago
C
Manager, Internal Communications and Culture (*18 Month Contract*)
CAPREIT
Toronto, ON
- Other
Oversee content and governance across the employee intranet, newsletters and other internal channels, maintaining clear publishing standards and keeping information current and accessible.
Added 28 mins ago
Senior Cloud Security Architect | Architecte senior en sécurité cloud , AWS professional services | Services Professionnels AWS
Amazon
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
The AWS Professional Services (ProServe) team is looking for a senior security architect to join our team in Quebec. In this role, you will work closely with customers to design, implement,…
Added 43 mins ago
Manager, Family Philanthropy
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
Oversee content and ongoing maintenance for Foundations, awards and Crombie House websites in English and French, working with external web partners.
Added 43 mins ago
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Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
Added 43 mins ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Guide traditional SEO strategy and execution, ensuring technical SEO, content optimization, and organic search recommendations support client objectives.
Added 43 mins ago
KG
Water Resources Engineer-in-Training
KGS Group
Winnipeg, MB
- Full-time
…projects with the mentorship and guidance of intermediate and senior engineers. Working in a team environment, you will help to ensure projects are completed within allotted schedules and…
Added 59 mins ago
UO
Human Resources Manager
University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
- Ensures HR content on Department website is reviewed regularly and updated as changes occur.
Added 1 hour ago
A
Senior Influencer and Partnerships Specialist
AlgaeCal
Remote, Canada
- Full-time
- Remote
If that sounds like you, you might have what it takes to be the Senior Influencer and Partnerships Specialist at AlgaeCal.
Added 1 hour ago
ES
2026-0069 Senior Advisor, Communications (18 month Temp)
Electrical Safety Authority
Mississauga, ON
- Temporary
…with stakeholder relations. This involves collaborating with senior management, people leaders and subject matter experts to advise on accurate and relevant communication content and…
Added 1 hour ago
SH
Marketing Specialist
Sarkari. Hi. Pra. Shale Ayyanakatte
Canada
- Full-time
Develop and manage content for websites, social media platforms, email campaigns, and promotional materials.
Added 1 hour ago
SI
Salesforce Data Cloud Architect
Smart IT Frame LLC
Toronto, ON
- Contract
Proven experience in advisory roles, engaging with senior business stakeholders and IT executives.
Added 1 hour ago
SC
Senior Technical Writer
Solace Corporation
Ottawa, ON
- Full-time
This position is for a Senior Technical Writer in a highly technical role. You'll write and deliver documentation for docs.solace.com that's closely aligned with developer documentation:…
Added 1 hour ago
Operations Manager
University of Guelph
Guelph, ON
· Provide senior administrative support to the Director, including confidential correspondence, calendar management, and meeting coordination.
Added 1 hour ago
Convocation and Special Events Assistant
University of Guelph
Guelph, ON
Coordinates planning activities with senior University leaders and internal and external stakeholders, including but not limited to Government Relations and Community Engagement,…
Added 1 hour ago
H&
Content Coordinator
Heart & Stroke
Remote, Canada
- Full-time
- Remote
Reporting to the senior editor, content, the content writer is part of a team working as the Foundation’s internal content agency - serving the needs of teams across Heart & Stroke. While…
Added 1 hour ago
Corporate Security Senior Advisor
Pembina Pipeline Corporation
Calgary, AB
Pembina Pipeline Corporation’s Calgary office is actively recruiting for a Corporate Security Senior Advisor to join the Security, Emergency & Continuity Management (SECM) team. Reporting…
Added 2 hours ago
VN
Senior Security Software Engineer/Developer
Vecima Networks Inc.
Canada
- Full-time
We are looking for a Senior Security Software Engineer / Developer to work directly with our software and product engineering teams to design, build, test, release, and maintain well…
Added 2 hours ago
Technical Account Manager, CANPS
Amazon
Toronto, ON
As a Senior TAM, you will help craft and execute strategies to drive our customers’ adoption and use of AWS services, including EC2, S3, DynamoDB & RDS databases, Lambda, CloudFront CDN,…
Added 2 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Responsible for updating the BCHS website (webmaster) and helps to develop content for the BCHS Intranet.

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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