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Added 7 mins ago
CL
Resident Advisor
Campus Living Centres
Calgary, AB
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 7 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 7 mins ago
RP
Counter Sales Representative
Reliable Parts Ltd.
Mississauga, ON
- Full-time
…retail spaces. We pride ourselves on the exceptional products, services, and value we add to the appliance parts service and repair…
Added 7 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
The Human Resources Generalist also provides cross-functional support and backup coverage for other Human Resources roles as required, helping to maintain continuity of service during…
Added 7 mins ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
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Added 7 mins ago
SI
Sales Associate
Staples Inc.
Penticton, BC
- Part-time
Support all merchandising and signage standards including planograms and stocking.
Added 23 mins ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
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Added 52 mins ago
HC
Probationary / Permanent - Core French (1.00 FTE)
Halton Catholic District School Board
Burlington, ON
- Full-time
…help review applications based on job‑related criteria and to support interview administration. All decisions regarding candidate advancement are made by Human Resources Services staff in…
Added 52 mins ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
At the York Region District School Board, we can offer you a challenging and rewarding career in public education. We support our teachers in their commitment to ensuring student success.…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
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- Part-time
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Added 1 hour ago
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(CAN) customer Service Manager
Walmart
Uxbridge, ON
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 1 hour ago
W
Customer Service Manager
Walmart
Port Hawkesbury, NS
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 1 hour ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Working closely with the Commercial Financing Transformation Program Manager (Pillar 5), pillar leaders, initiative owners and delivery teams, you contribute to the operation and evolution…
Added 1 hour ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
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Added 1 hour ago
CC
café manager
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- Full-time
Determine type of services to be offered and implement operational procedures
Added 1 hour ago
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Branch Administrator
National Bank of Canada
Oakville, ON
- Full-time
Provide administrative support to the Regional Manager on a variety of tasks
Added 1 hour ago
SS
School Bus Driver Role - Acheson, AB
Summit School Services
Spruce Grove, AB
- Part-time
Stock Transportation Ltd. (a subsidiary of Summit School Services) operates more than 2,800 school buses and serves 35+ school districts throughout Ontario and Alberta. Our corporate…
Added 1 hour ago
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School Bus Driver Role - Acheson, AB
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Leduc, AB
- Part-time
Stock Transportation Ltd. (a subsidiary of Summit School Services) operates more than 2,800 school buses and serves 35+ school districts throughout Ontario and Alberta. Our corporate…
Added 1 hour ago
F
Project Manager
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Vancouver, BC
- Full-time
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Added 1 hour ago
QM
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- $60,000 to $65,000 CAD / year
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Added 1 hour ago
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Northland Properties
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Employee and Family Assistance Program (counselling, wellness services, etc.)
Added 1 hour ago
SI
Sales Associate
Staples Inc.
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- Full-time
Support all merchandising and signage standards including planograms and stocking.
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Newmarket, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Duncan, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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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