Jobs in Canada

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Added 7 mins ago
KC
Financial Services Advisor
Kindred Credit Union
New Hamburg, ON
- Full-time
You're invited to make a difference as a Financial Services Advisor.
Added 7 mins ago
EC
IAM Analyst
East Coast Credit Union
NS · Dartmouth, NS
- Full-time
At least three years of experience managing IAM platforms, SSO/MFA, RBAC/PAM, and identity lifecycle processes, ideally in corporate or financial services environments.
Added 7 mins ago
AG
RQ11724 - Project Manager/Leader - Senior - Ontario Public Sector Experience - Onsite
Arthur Grand Technologies Inc
Toronto, ON
- Contract
Arthur Grand Technologies (www.arthurgrand.com) is in the business of providing staffing and technology consulting services. We have doubled our revenue year over year for the past 5 years.…
Added 8 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
The Technical Specialist, Project Management, provides project management services to support the delivery of routine to moderately complex infrastructure and environmental projects. The…
Added 8 mins ago
HR
Financial Analyst, Public Works
Halton Region
Oakville, ON
- Full-time
This position is eligible for the Hybrid Work Program, with a minimum requirement of three (3) days per week onsite
Added 8 mins ago
NF
Home Manager - NH Calgary
Nisa Foundation
Canada
- Full-time
As Home Manager, you manage relationships with all stakeholders including clients, community partners, donors, staff, management, and senior leaders to champion the mission and vision of…
Added 8 mins ago
MD
Senior Systems - Database Administrator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 8 mins ago
QM
Technicien(ne) comptable / Accounting Technician
Quantum Management Services Ltd.
Pointe-Claire, QC
- $60,000 to $65,000 CAD / year
- Full-time
- Mode hybride (2 jours au bureau) · Location: West Island, Montreal, Hybrid (2 days in office)
Added 8 mins ago
BI
Field Service Representative,
Baxter International Inc.
AB · Edmonton, AB
- Full-time
The Field Service Representative, with minimal supervision, inspects, services, repairs, upgrades or installs renal care equipment on which training has been provided. This work is…
Added 8 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Saguenay, QC
- Full-time
The Technical Specialist, Project Management based at the Bagotville Military Base, provides project management services to support the delivery of routine to moderately complex…
Added 8 mins ago
MD
Aggregate Mapper - Research Scientist 2
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 8 mins ago
D
Senior Manager, Data and Analytics - Risk and Regulatory
Deloitte
Toronto, ON
- Full-time
Experience in Financial Services Industry in a consulting or industry capacity.
Added 8 mins ago
D
Manager, Data and Technology - Data Engineer
Deloitte
Toronto, ON
- Full-time
Experience in Financial Services Industry in a consulting or industry capacity.
Added 8 mins ago
AG
Artistic Director & Curator
Art Gallery of Burlington
Burlington, ON
- Full-time
…Model and partnerships across education, health and community services create meaningful opportunities to invest in making, learning, belonging and cultural…
Added 22 mins ago
Maintenance Manager
Optima Living
Surrey, BC
Reporting to the General Manager, the Maintenance Manager oversees the safe and efficient operation of all building systems, equipment, and infrastructure within the community. This role…
Added 22 mins ago
T
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 22 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
Added 22 mins ago
TM
Finance Manager
The Mason Group - Strategic Search Partners
Toronto, ON
- $105,000 to $115,000 CAD / year
- Contract
The role is hybrid with just 1 day in office located in downtown Toronto and 4 days work remote from home
Added 22 mins ago
CM
Pregnancy Outreach Worker
Canadian Mothercraft Society
Toronto, ON
- Full-time
…high-quality childcare and enrichment programs, to our specialized services for children and families with unique needs, and our comprehensive training programs for childcare providers and…
Added 22 mins ago
L
5728 - 3rd Key
Lids
Guelph, ON
- Part-time
…presentations, and be a subject matter expert in our products and…
Added 22 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…
Added 22 mins ago
O
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 22 mins ago
GE
Project Manager
Groundwater Environmental Management Services (GEMS) Inc.
Concord, ON
- Full-time
Groundwater Environmental Management Services (GEMS), established in 2005, addresses the complex geotechnical and environmental challenges in construction and land development. Our…
Added 22 mins ago
V
Manager, Consumer Products & Solutions
Visa
Toronto, ON
- Full-time
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and…
Added 22 mins ago
FH
Senior Internal Auditor
Fraser Health
Surrey, BC
- Full-time
Reporting to the Manager, Internal Audit and Advisory Services, the Senior Internal Auditor is responsible for planning and performing a variety of high profile complex and large-scale…

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