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Added 18 mins ago
M
Designated Professional (CPA), Assurance and Accounting
MNP
Williams Lake, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Donnacona, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
M
Manager, Recovery & Restructuring
MNP
Calgary, AB
- Full-time
…with managing challenging financial situations. As a trusted advisor, you’ll help clients navigate through times of financial…
Added 18 mins ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
M
Senior Manager / Manager, Recovery & Restructuring (Full Time)
MNP
Montreal, QC
- Full-time
…with managing challenging financial situations. As a trusted advisor, you’ll help clients navigate through times of financial…
Added 18 mins ago
M
Manager, Corporate Finance - Due Diligence
MNP
Montreal, QC
- Full-time
Make your mark within the Corporate Finance, Due Diligence group as a Manager. This diverse team of professionals maximizes our clients’ potential, enabling them to seize opportunities in…
Added 18 mins ago
M
Manager, Indigenous Services
MNP
Winnipeg, MB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 18 mins ago
M
Manager, U.S. Personal Tax
MNP
Calgary, AB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 33 mins ago
RB
Financial advisor
Royal Bank of Canada
Montreal, QC
- Full-time
Do you have more than 2 years of experience as a financial advisor and have successfully completed, are in the process of completing, or wish to complete the Certificate of Achievement in…
Added 5 hours ago
W
Principal Managing Partner
Workday
Toronto, ON · Canada, ON, Toronto
- Full-time
…Success Plan offering in Canada. The role acts as a trusted advisor and executive liaison, dedicated to cultivating deep and long term relationships with Workday's most strategic clients.…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
D
Senior Advisor, Legal and regulatory compliance
Desjardins
Levis, QC
- Full-time
As a senior legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures…
Added 7 hours ago
AC
Tax Preparer
ACCA Careers
Oshawa, ON
- Full-time
…in support of our firm’s business operations. As a trusted advisor, you’ll identify challenges, problem solve and drive efficiencies while contributing to the success of our firm and our…
Added 9 hours ago
C
Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 9 hours ago
C
Associate Financial Advisor
CIBC
Kingston, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 9 hours ago
SF
Commercial Account Manager
Summit Fleet
Leduc, AB
- Full-time
…Reporting to the Director of Summit Fleet, you'll act as a trusted advisor to organizations seeking commercial fleet leasing and fleet management…
Added 9 hours ago
SF
Account Executive - Leasing & Fleet Services
Summit Fleet
Leduc, AB
- Full-time
…the Summit Fleet leadership team, you'll serve as a trusted advisor to commercial clients, helping them secure the right transportation solutions to support their business…
Added 10 hours ago
O
Customer Success Manager
Occupier
Remote, Canada
- Full-time
- Remote
Real estate is often a company’s second-largest expense, yet most real estate and finance teams still manage their leases with spreadsheets and outdated tools. Occupier was created to…
Added 12 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.

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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