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Added 3 hours ago
WG
Inside Sales Representative (Lloydminster, AB)
Wolseley Group
Lloydminster, SK
- Full-time
Benefits eligibility varies based on employment status and contract length. Full-time permanent positions are eligible for the full benefits package. Fixed-term contract positions may be…
Added 4 hours ago
PL
YVR - PT Warehouse Associate
Paradies Lagardère
Vancouver, BC
- Part-time
Pay: $18.25/hour - Morning shifts - 7:00 AM - 3:30PM - Part-time.
Added 5 hours ago
A
Kobo Brand Ambassador - Back To School Sales
Acosta
Richelieu, QC
- Part-time
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Kobo brand stand out.
Added 6 hours ago
Store Associate
Sherwin-Williams
Calgary, AB
…excellent customer service, while consistently meeting the store’s sales…
Added 6 hours ago
Store Associate
Sherwin-Williams
Red Deer, AB
…excellent customer service, while consistently meeting the store’s sales…
Added 6 hours ago
Store Associate
Sherwin-Williams
Abbotsford, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 6 hours ago
Store Associate
Sherwin-Williams
Parksville, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 6 hours ago
GC
Project Manager, Calgary
GUNN Consultants
Calgary, AB
- Full-time
Project Managers are an integral part of what we provide at GUNN Consultants. They are the primary point of contact for the client and manage many of the day-to-day activities relating to…
Added 6 hours ago
N
NCR Associate
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Contract
Full Time – You will have a Full Time Contract Work in a northern community.
Added 7 hours ago
BU
De Novo Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 7 hours ago
BA
Red Seal Auto Body Technician (South Burnaby)
Boyd Autobody & Glass
Burnaby, BC
- Full-time
At Boyd Autobody & Glass, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western…
Added 7 hours ago
Customer Service Representative
Price Industries Limited
Winnipeg, MB
…Partnering with our Customer Account Specialist and internal teams (Sales, Purchasing, Planning, Production, Shipping, Quality, Finance, and Engineering), the CSR makes sure orders are…
Added 8 hours ago
NC
Account Manager - Plumbing
Noble Corporation
Concord, ON
- Full-time
An opportunity to be part of a supportive and close-knit team!
Added 8 hours ago
WM
Coordinator, Production & Content Media Operation
Warner Music Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Job Type: 12-18 Month Fixed Term Contract, Full Time Employee
Added 10 hours ago
TB
Red Seal Auto Body Technician (South Burnaby)
The Boyd Group LLC
Burnaby, BC
- Full-time
At Boyd Autobody & Glass, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western…
Added 10 hours ago
TB
Auto Body Technician (Kitchener-Waterloo)
The Boyd Group LLC
Kitchener, ON
- Full-time
At Assured Automotive, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western and…
Added 11 hours ago
KD
Premier·ère comptable | Senior Accountant
Keurig Dr Pepper
Montreal, QC
- Full-time
…eligibility: medical, dental, disability, life insurance, paid time off (including vacation and personal time), RRSP with company match, tuition reimbursement, employee and family…
Added 11 hours ago
A
Freelancer Sales Support
AMOREPACIFIC
Toronto, ON
- Part-time
Position Type: Freelance / Part-Time (occasional full-time as needed)
Added 12 hours ago
SC
Category Business Manager - Hardgoods (12 Month Contract)
Sport Chek
Calgary, AB
- Full-time
…selection, purchase, and allocation of product to achieve category sales, margin and inventory turnover targets. The Category Manager plays a leadership role in driving sales performance…
Added 12 hours ago
OT
Legal Counsel
Open Text Inc.
Toronto, ON · Ottawa, ON · Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
Drive the legal team’s strategic initiatives, including development and implementation of processes that improve time-to-contract without material increases in risk.
Added 12 hours ago
R
Senior Merchandise Buyer – Outerwear & Accessories
RW&CO
Montreal, QC
- Full-time
Total rewards are aligned with your employment status, offering different perks depending on whether you're full-time, part-time, or under contract.
Added 12 hours ago
MM
Supply Chain Analyst
MTU Maintenance Canada
Delta, BC
- Full-time
…efficiency and innovation are our strengths. You, too, can become part of our dedicated…
Added 13 hours ago
SD
Regional Pharmacy Director - 15 month contract
Shoppers Drug Mart
Toronto, ON
- Full-time
achieves projected counts, sales and profit margins and optimizes the performance of Pharmacy
Added 13 hours ago
R
Administrative Officer, Acquisitions (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Part-time
…budgets, insurance policies, leases, productivity, acquisitions, sales and other business matters to resolve data processing and analysis…
Added 13 hours ago
R-
Specialist, CRM & Lifecycle Marketing
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
- Full-time
Total rewards are aligned with your employment status, offering different perks depending on whether you're full-time, part-time, or under contract.

BMO

Estate Planning Consultant

Saskatoon, SK, Canada
RC_Sask, 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: Nov 30, 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

Application Deadline:

11/29/2026

Address:

475 2nd Avenue South

Job Family Group:

Wealth Sales & Service

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

Provides specialized wealth planning and customized financial solutions for High Net Worth and Ultra High Net Worth clients. Collaborates with internal partners to support asset growth, retention, and the delivery of comprehensive financial, tax, and estate planning services.

Requirements

Requires 5 to 9 years of relevant experience and a university degree, with a post-graduate degree and professional designations considered assets. Candidates must possess extensive knowledge of wealth planning strategies, financial markets, and regulatory requirements.

Skills

Wealth planning
Financial planning
Tax planning
Succession planning
Estate planning
Trust planning
Consultative sales
Relationship management
Financial analysis
Risk management
Client strategy
Regulatory compliance
Communication skills
Analytical skills
Problem solving
Collaboration

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

Wealth Management
Estate Planning
Financial Planning
HNW
UHNW
Private Banking
Tax Planning
Succession Planning
Philanthropic Planning
Trust Planning
Investment Management
Risk Management
Consultative Sales
Financial Analysis
Regulatory Compliance
Wealth Sales
Asset Retention
Strategic Planning
Financial Markets
Economics
Case Law
Legislation
Net Promoter Score
Banking Regulations

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