Jobs in Canada

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Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
The Site Manager will lead a team of Site Supervisors, Site Leads, and Inspectors to ensure safe, high-quality, and efficient service delivery. They will collaborate with internal…
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AB - Calgary Commissary - Meat - Team Lead Production (Night Shift)
Sobeys
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The Team Lead (Night Shift) is responsible in assisting the Production Manager in the day-to-day operations of the department
Added 2 mins ago
ES
Head of Operations
European Sovereign Tech Industry Alliance
Canada
- Full-time
Develop and execute operational strategies aligned with the company’s vision, objectives, and growth plans.
Added 2 mins ago
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DIRECTEUR, PROGRAMME, MONÉTISATION DU SITE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
LocationIn-office presence is required five days per week
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TH
Manager, Organizational Effectiveness and Talent Management
The Home Depot Canada
Toronto, ON
- Full-time
…are committed to recognizing your efforts and supporting your growth with…
Added 2 mins ago
TH
Manager, Advertising Operations (Orange Apron Media)
The Home Depot Canada
Toronto, ON
- Full-time
In-office presence is required five days per week
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Customer Success Manager
SamSearch
Montreal, QC
- Full-time
We're looking for a Customer Success & Support Manager to own the customer experience from onboarding through renewal.
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Account Manager, Retail
Merrithew®
Toronto, ON · Scarborough, ON
- Full-time
…accounts, and Dick's sporting Goods while also looking for new growth opportunities. The role comes with CSR support that will handle order entry, inventory, maintenance, advance shipping…
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Mechanical Designer
Adescor
Strathroy, ON
- Full-time
This role in on-site position and reporting to the Mechanical Engineering Manager.
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5728 - 3rd Key
Lids
Guelph, ON
- Part-time
Achieve revenue growth through customer service.
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Lead Client Success Manager
OpenText
Waterloo, ON
- Full-time
As a Lead Client Success Manager at OpenText, you’ll play a key role in helping SaaS clients progress from onboarding to adoption, measurable value realization, renewal and growth. You’ll…
Added 2 mins ago
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Senior Trade Marketing Manager
Bushbalm Skincare
Ottawa, ON
- Full-time
…passionate trade marketer to join our dynamic team. The Senior Manager of Trade Marketing owns how Bushbalm shows up and converts everywhere it is sold. This role will lead retail…
Added 2 mins ago
Représentant des ventes - Saint Georges, QC
Encore Market Engagement
Saint-Georges, QC
Added 2 mins ago
Corporate Store Manager
Bulk Barn
Calgary, AB
Must have both POS and cash handling experience
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PB113300 - Buyer
Fairbanks Morse Defense
Peterborough, ON
This is a full-time role in the Peterborough office and requires the buyer to be onsite 5 days per week
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Asset Protection Associate
Walmart
Uxbridge, ON
- Part-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
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Senior Manager, Industrial Engineering
Walmart
Mississauga, ON
- Full-time
The Senior Manager, Industrial Engineering leads the design, construction, and program management of logistics centers and large-scale automation projects, ensuring compliance, optimizing…
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BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
…Data & Analytics, Risk Management, Business Banking, Digital, Customer Lifecycle Management, and other strategic…
Added 2 mins ago
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Manager, Advertising Operations (Orange Apron Media)
The Home Depot
Canada
- Full-time
In-office presence is required five days per week
Added 18 mins ago
DT
Store Manager
Dollar Tree Stores
Fort Qu'appelle, SK
- Full-time
At Dollar Tree Canada, we know it’s our people that make us unique. Our growth and success comes from our amazing team, our unbelievable everyday deals, and our commitment to great customer…
Added 18 mins ago
SC
Retail Assistant Manager
Staples Canada
Victoriaville, QC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 18 mins ago
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Client Advisor
RBC
Orangeville, ON
- Part-time
…relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us…
Added 18 mins ago
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Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
Added 18 mins ago
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Keyholder
Pet Valu
Bathurst, NB
- Part-time
…pets. They share accountability to drive profit to fuel our growth and future as the Devoted Pet Lover’s life-cycle partner. The Keyholder assists with all operations in the store and helps…
Added 18 mins ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…

BMO

Wealth Planning Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Dec 4, 2026
Work location: Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Experience: At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Posting language: English
Posted: Nov 13, 2026

Original job description

Application Deadline:

12/03/2026

Address:

10175 101 Street NW

Job Family Group:

Wealth Sales & Service

Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer and protect their wealth.

As part of the Wealth Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.

Key Accountabilities

Regional Centralized Planning & Advisory Support (70%)

Deliver financial planning support through a regional dedicated centralized planning platform, including preparation and updates of financial plans.
Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.
Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.
Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.
Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.
Contribute to regional business growth through planning and participate in regional campaigns and initiatives.

Subject Matter Expertise (20%)

Provide technical guidance and planning expertise to wealth professionals across the enterprise.
Support frontline planners through multiple channels, including phone, email, virtual platforms and in branch regional support.
Contribute to the development of planning tools, reference materials, guides, FAQs, and learning resources to support adoption of financial planning.

Operational Effectiveness (10%)

Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.
Contribute to the creation of advisor-facing planning collateral or learning to support.
Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.

Qualifications & Skills

At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Strong understanding of advanced financial planning concepts and how to model in planning software
Professional Planning Designation – PFP®, QAFP® or CFP™, IQPF® in Quebec
Strong Technical Knowledge of WealthPath or equivalent planning software.
Strong customer services skills and focus
Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365.
Etc.)

Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and critical thinking skills - In-depth.
Influence skills - In-depth.
Results oriented and client focused.

Work Arrangement: Hybrid role (4 days in office, 1 day remote).

Salary:

$70,000.00 - $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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals to help clients preserve and enhance their wealth. They deliver comprehensive planning solutions across investment, retirement, estate, tax, and insurance strategies while supporting regional business growth.

Requirements

Candidates must have at least 5 years of financial planning experience and a professional designation such as PFP, QAFP, or CFP. Strong technical knowledge of planning software and excellent communication skills are required for this role.

Skills

Financial planning
Wealth management
Investment industry knowledge
WealthPath
Tax planning
Estate planning
Retirement planning
Insurance planning
Corporate planning
Customer service
Analytical skills
Critical thinking
Communication skills
Collaboration
Influence skills
Microsoft 365

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 Planning
Financial Planning
WealthPath
Investment
Retirement
Estate Planning
Tax Planning
Insurance
Corporate Planning
PFP
QAFP
CFP
IQPF
Wealth Management
Private Wealth
BMO Nesbitt Burns
BMO Private Banking
Microsoft 365
Risk Management
Regulatory Compliance
Financial Advisory
Client Service
Strategic Planning
Business Growth
Technical Advisory

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Jobs in Canada