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Senior Writer, CBC Money, (English Services) (On-Site)
CBC/Radio-Canada
Vancouver, BC
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 15 mins ago
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Senior Writer, CBC Money, (English Services) (On-Site)
CBC/Radio-Canada
Halifax, NS
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 15 mins ago
C
Senior Writer, CBC Money, (English Services) (On-Site)
CBC/Radio-Canada
Winnipeg, MB
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 15 mins ago
C
Senior Writer, CBC Money, (English Services) (On-site)
CBC/Radio-Canada
Edmonton, AB
- Full-time
CBC News is expanding its financial and consumer storytelling to help Canadians navigate complex economic realities. Affordability remains top of mind for most Canadians. Purchasing power…
Added 15 mins ago
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Client Advisor
RBC
Orangeville, ON
- Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 15 mins ago
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Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized expert approach aligns sales, products, risk policy, and market…
Added 15 mins ago
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Financial Planning Specialist
RBC
Waterloo, ON
- Full-time
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans…
Added 15 mins ago
BT
Senior Accountant - Publicly Traded Companies
Baker Tilly WM
Toronto, ON
- Full-time
We are looking for a Senior Accountant - Publicly Traded Companies to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes…
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Executive Assistant, Global Equities
OMERS
Toronto, ON · Head Office Toronto
- Full-time
Added 15 mins ago
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Office Administrative Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
Added 15 mins ago
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Senior Claims Adjuster, Casualty & Litigation
Northbridge Financial Corporation
Toronto, ON
- Full-time
We have a flexible hybrid model that allows you to work from home up to 2 days per week, with added flexibility for when you really need it
Added 15 mins ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 15 mins ago
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Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 15 mins ago
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Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Provide recommendations on financial / monetization goals to deliver on (e.g. quantify functional value, cost savings and revenue generated etc.)
Added 15 mins ago
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Manager, Strategic Initiatives
dentalcorp
Toronto, ON · Support Centre - Toronto Office
- Full-time
Build reporting frameworks and KPI structures that measure adoption, outcomes, financial impact, clinician capability, patient access, and operational performance.
Added 15 mins ago
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Senior Advisor, Business Strategies
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
Added 15 mins ago
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Group Product Manager
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 15 mins ago
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Sr. Consultant, Workforce Planning and Operating Model Strategy
CIBC
Toronto, ON
- Full-time
…connecting insights across strategy, operating model, workforce, financial, and performance considerations and clearly articulating the implications for Personal Banking and Imperial…
Added 15 mins ago
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Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 15 mins ago
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Portfolio Manager (Commercial Banking)
BMO
Edmonton, AB · Calgary, AB
- Full-time
Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the…
Added 15 mins ago
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VP, GWAM Technology Operations & Platforms
Manulife
Toronto, ON
- Full-time
…investment with business value, customer outcomes, risk and financial…
Added 29 mins ago
HM
Junior Data Analys
Hossam Magdy And Partners
Canada
- Full-time
Perform ad-hoc analysis to support operational, financial, marketing, and strategic initiatives.
Added 29 mins ago
KP
Outside Sales Representative
Kanata Payments
Canada
- Full-time
Proven track record in B2B or field sales, ideally within financial services or payment solutions
Added 29 mins ago
HF
Vice President, Business Operations
Head Field Solutions Pvt. Ltd.
Regina, SK
- Full-time
Strong financial acumen and experience with budgeting and forecasting.
Added 29 mins ago
IS
AI Solutions Architect (Agentic AI)
Iris Software Inc.
Toronto, ON
- Contract
Iris's client, one of the world's largest multinational Investment banking and financial services corporations, is looking to hire a Senior AI Solutions Architect (Agentic AI) opportunity.

BMO

Wealth Planning Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

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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