Jobs in Canada

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Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
The Site Manager is accountable for the safe, compliant, profitable, and customer-focused delivery of TRIGO services across multiple customer locations including Ridgetown through…
Added 2 mins ago
TU
Assistant Manager, Engineering & Utilities
The University of British Columbia
Kelowna, BC
- $7,727.33 to $11,112 CAD / month
- Full-time
Valid Class 5 driver’s license required
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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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DIRECTEUR - EFF ORG/DIV - CANADA INCLUS
The Home Depot Canada
Toronto, ON
- Full-time
The Manager, Organizational Effectiveness and Talent Management will lead the design, enhancement, and delivery of projects and processes related to succession planning, career development,…
Added 2 mins ago
CM
Pregnancy Outreach Worker
Canadian Mothercraft Society
Toronto, ON
- Full-time
Reporting to the Manager of Early Intervention Programs, you’ll work alongside a team of dedicated staff and community partners, collaborating to provide the highest quality support to our…
Added 2 mins ago
TH
Manager, Organizational Effectiveness and Talent Management
The Home Depot Canada
Toronto, ON
- Full-time
The Manager, Organizational Effectiveness and Talent Management will lead the design, enhancement, and delivery of projects and processes related to succession planning, career development,…
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
Added 2 mins ago
VS
AEM Business Analyst, preferable AEMaaCS experience ||Calgary, AB(Onsite)
Verito Solutions Inc
Calgary, AB
- Contract
Own backlog management, user story creation, refinement, and support Agile delivery throughout the sprint lifecycle.
Added 2 mins ago
HN
Manager, Community Programs
Hospice Niagara
St. Catharines, ON
- Full-time
Reporting to the Senior Director, Clinical Services, the Manager leads the Community Programs team, oversees program operations and service delivery, manages staff and resources, monitors…
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Senior Marketing E-Commerce Specialist
EZShop
Montreal, QC
- $60,000 to $85,000 CAD / year
- Full-time
…services. We're a tight team of about a dozen people across Delivery (360), Web & Operations, and Revenue. Your work is visible and you'll own client results. We also build our own tools,…
Added 2 mins ago
QU
Manager, Professional Administration Services
Queen's University
Kingston, ON
- $94,000 to $123,000 CAD / year
- Full-time
Reporting to the Executive Director, Office of the Vice-Provost Student Affairs (OVPSA), the Manager, Professional Administration Services leads the coordination of administrative, Human…
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Manager, Rail Service Design (18 Month Contract)
Metrolinx
Toronto, ON
- Full-time
Reporting to the Senior Manager, Service Design, Our GO Expansion & Transformation – Service Design Office is seeking a Manager, Service Design – Service Modifications to lead the…
Added 2 mins ago
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Project Manager
Groundwater Environmental Management Services (GEMS) Inc.
Concord, ON
- Full-time
We are currently seeking a Project Manager to join our team in Concord, ON!
Added 2 mins ago
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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Senior Manager, Industrial Engineering
Walmart
Mississauga, ON
- Full-time
Relationships with external partners and cross-functional teams are managed to ensure high-quality project delivery. The Senior Manager also manages a diverse portfolio of onsite…
Added 2 mins ago
LC
Senior Manager, Risk Advisory
Loblaw Companies Limited
Brampton, ON
- Full-time
Full-time | Hybrid (4 days in office – usually Brampton, limited travel to other offices in the GTA)
Added 2 mins ago
FH
Senior Internal Auditor
Fraser Health
Surrey, BC
- Full-time
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families:
Added 2 mins ago
FH
Project Manager - Redevelopment & Major Projects
Fraser Health
New Westminster, BC
- Full-time
As a Project Manager - Redevelopment & Major Projects you will advise on design and construction processes, approaches, and provide project services specific to the Royal Columbian…
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BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
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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 2 mins ago
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Registered Nurse - Paeds
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
Acts as a role model and champion to identify and integrate safe, best practices into daily activities to foster the delivery of safe and exemplary care.
Added 2 mins ago
SH
Registered Nurse - Paediatrics
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
Acts as a role model and champion to identify and integrate safe, best practices into daily activities to foster the delivery of safe and exemplary care.
Added 2 mins ago
SH
Registered Nurse - Paediatrics
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
Acts as a role model and champion to identify and integrate safe, best practices into daily activities to foster the delivery of safe and exemplary care.
Added 17 mins ago
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Webber - Seasonal Equipment Operator - Spare Sidewalk Plow - Stittsville - Infrastructure Management
Ferrovial
Ottawa, ON · CAN - Webber - Infra - Ottawa
- Full-time
…including traditional design bid build, design build, alternative delivery models and public private partnership (P3) solutions. Webber also has an in-house engineering services department…
Added 17 mins ago
PC
Contractor Safety Management Lead
PETRONAS Canada
Calgary, AB
- Full-time
The Contractor Safety Management Lead reports directly to the Manager of HSE Governance and Contractor Safety.

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