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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Organize and facilitate key Scrum ceremonies, including Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
Added 7 mins ago
CF
Specialty Leasing Representative
Cadillac Fairview
Toronto, ON
- Full-time
Reporting to the Manager of Specialty Leasing proactively source and pitch prospective tenants, including agencies, brands, vendors and existing retailers, to introduce opportunities to…
Added 7 mins ago
AA
Defence Sales Manager - Canada
Alta Ares
Ottawa / Toronto, .
- Full-time
Added 7 mins ago
AE
Procurement Manager
A.L.P.A. Equipment Ltd.
Eel River Crossing, NB
- Full-time
The Procurement Manager is responsible for overseeing all procurement and purchasing activities for AL Fabrication to ensure the timely, cost-effective, and reliable supply of materials,…
Added 7 mins ago
UH
Occupational Therapist - Toronto Rehab - Outpatient Brain Program
University Health Network
Toronto, ON
- Full-time
Reports to: Manager, Outpatient Allied Health & Clinics
Added 22 mins ago
W
Full Stack Software Engineer - Associate
Wiraa
Canada
- Full-time
…Delivery team at our Oshawa, Ontario location. Reporting to the Manager, IT Product Delivery, you will play a critical role in designing, developing, testing, and maintaining high-quality…
Added 22 mins ago
T
Event Planning Specialist
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
…events and trade shows across Canada and the US. You do the planning, sourcing and negotiating, and the Events Manager signs off. By the time an event is ready to execute, your work is done…
Added 22 mins ago
AR
Account Executive
ALS Recruiting Ltd
Mississauga, ON
- $90,000 to $130,000 CAD / year
- Full-time
…within the freight industry. As a Freight Business development manager , you will be responsible for driving revenue growth, expanding our customer base, and developing strategic…
Added 37 mins ago
Manager, Service Delivery - YVR
CANADIAN AIR TRANSPORT SECURITY AUTHORITY
Richmond, BC · Vancouver, British Columbia
The Manager, Service Delivery, reporting to the General Mnager, Service Delivery is responsible for managing the daily provision of security screening operations by Service Contractors…
Added 37 mins ago
R
Senior Manager, Initiatives & Implementation Business Financial Services
RBC
Halifax, NS
- Full-time
Added 37 mins ago
T
Personal Banking Associate
TD
Brampton, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 51 mins ago
TC
Assessment Manager (EU / NA)
Trindent Consulting
Canada
- Full-time
The Assessment Manager is responsible for planning, executing, and closing assigned client assessments. The role identifies business-process improvement opportunities, develops and…
Added 51 mins ago
HH
Miramichi Social Worker 1 (SW01) PCN 1750897
Horizon Health Network
Miramichi, NB
- Full-time
Assessing, planning and providing therapy to individuals and groups
Added 51 mins ago
HH
Moncton Health Information Professional 2 (HP02) PCN 1001889
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 51 mins ago
HH
Fredericton Occupational / Physiotherapy Assistant (3029) PCN 1151803
Horizon Health Network
Fredericton, NB
- Full-time
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 51 mins ago
HH
Moncton Occupational Therapist 1 (OT01) PCN 9002562
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Temporary
Assessing, planning, and providing therapy to individuals and groups
Added 51 mins ago
HH
Moncton Physiotherapist 1 (PT01) PCN 9002561
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Temporary
Assessing, planning, and providing therapy to individuals and groups
Added 51 mins ago
FC
Engineering Specialist V
FedEx Canada
Bas-Saint-Laurent, QC
- Full-time
Added 51 mins ago
SC
Social Service Worker
Southbridge Care Homes
Port Hope, ON
- Full-time
…processes. The Director of Care must ensure that staffing, care-planning and clinical programs align with the Act’s…
Added 51 mins ago
HH
Moncton PACS Administrator (N-B) PCN 1000053
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 51 mins ago
HH
Fredericton Occupational Therapist 1 (OT01) PCN 1155188
Horizon Health Network
Fredericton, NB
- Full-time
Assessing, planning, and providing therapy to individuals and groups
Added 51 mins ago
HH
Saint John Registered Nurse Class D (RNCD) - Nurse Practitioner PCN 1258822
Horizon Health Network
Saint John, NB
- Part-time
Support program planning, quality improvement initiatives, outcome measurement, and strategic program development.
Added 51 mins ago
HH
Fredericton Medical Laboratory Technologist 2 (LT02) PCN 1151305
Horizon Health Network
Fredericton, NB
- Full-time
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 51 mins ago
HH
Fredericton Midwife (MW02) PCN 1157005
Horizon Health Network
Fredericton, NB
- Full-time
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 51 mins ago
PH
Community Resource Connector C&W
Provincial Health Services Authority
Vancouver, BC
- Full-time
…Connector works under the general direction of the Program Manager as part of a multidisciplinary mental health and substance use team to provide a defined range of mental health and…
Added 51 mins ago
PH
Business Analyst and Project Support
Provincial Health Services Authority
Vancouver, BC
- Full-time
…accurate, and timely. Participates in and contributes to strategic planning. Develops project plans for the design, development, and implementation of new business processes, and supports…

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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