Jobs in Canada

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Copywriter (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $55,000 to $65,000 CAD / year
Dept Allowance, a dedicated company contribution to spend on either your professional development or personal wellbeing.
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Account Director (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $90,000 to $100,000 CAD / year
Support hiring, onboarding, performance management, and professional development.
Added 12 mins ago
PT Member Service Representative - USW4153
Your Neighbourhood Credit Union
Brantford, ON · Paris, ON
…employees feel supported, valued, and empowered to grow. Through professional development, wellness initiatives, volunteering, and collaborative team experiences, we invest in our people…
Added 12 mins ago
TS
IT Specialist
The State Group
Mississauga, ON
- Full-time
State embraces and encourages workplace diversity.
Added 12 mins ago
LG
Document Management Specialist
Limmi Global Inc.
Toronto, ON
- Part-time
This position is required 3 days per week
Added 12 mins ago
CA
Motion Graphic Designer
Coulson Aviation
Port Alberni, BC
- Full-time
Ability to translate creative briefs and technical concepts into professional visual content.
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R&
IT - Site Reliability Engineer IV
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
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Account Manager, Retail
Merrithew®
Toronto, ON · Scarborough, ON
- Full-time
…mindful movement through innovation, purpose and a commitment to professional…
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Lead Client Success Manager
OpenText
Waterloo, ON
- Full-time
…partnering across Sales, Renewals, Product, Marketing, Support, Professional Services, Learning Services and…
Added 12 mins ago
BS
Senior Trade Marketing Manager
Bushbalm Skincare
Ottawa, ON
- Full-time
Gain strong opportunities for career growth and professional development.
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MI
Cook I
Marriott International
AB · Edmonton, AB
- Full-time
…certifications. Ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets. Anticipate and address…
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Seasonal DZ Propane Driver
Superior Plus Propane Talent Acquisition
Kawartha Lakes, ON
Opportunity: A continuous focus on professional development with many opportunities for training & career growth.
Added 12 mins ago
UO
Graduate Coordinator
University of Alberta
Edmonton, AB
- Full-time
Demonstrated ability to develop positive and professional working relationships with both internal/external clients, and stakeholders at all organizational levels.
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BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
Along the way, you'll build a unique combination of business acumen, analytical capability, leadership skills, and professional networks while contributing to meaningful work that helps…
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Administrative Support Clerk
iA Financial Group
Montreal, QC
- Full-time
Has full professional proficiency in French, both written and spoken
Added 12 mins ago
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Registered Nurse - Paeds
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
A people-first workplace environment that prioritizes belonging, wellness, and psychological safety.
Added 12 mins ago
SH
Registered Nurse - Paediatrics
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
A people-first workplace environment that prioritizes belonging, wellness, and psychological safety.
Added 12 mins ago
SH
Registered Nurse - Paediatrics
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
A people-first workplace environment that prioritizes belonging, wellness, and psychological safety.
Added 27 mins ago
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Conversions
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
We're more than a workplace. We are a team of passionate people, boldly building the future of sport and entertainment, together. We believe in the power of play, the strength of…
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Senior Director, Information Security and End-User Technology (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
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Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
Your natural flair for connecting to prospects, new and existing Health Care Professional clients by providing advice and resolving intricate business challenges is what sets you apart from…
Added 27 mins ago
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Financial Planning Specialist
RBC
Waterloo, ON
- Full-time
One or more of the following professional designations in Accounting: CA/CMA/CGA/CPA
Added 27 mins ago
BT
Senior Accountant - Publicly Traded Companies
Baker Tilly WM
Toronto, ON
- Full-time
Ongoing professional development, including paid courses, certification and membership dues
Added 27 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 27 mins ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time

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