Jobs in Canada

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Added 2 mins ago
TH
DIRECTEUR, PROGRAMME, MONÉTISATION DU SITE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
LocationIn-office presence is required five days per week
Added 2 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 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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Account Manager, Retail
Merrithew®
Toronto, ON · Scarborough, ON
- Full-time
…for any invoicing/accounting issues specific to the Account Manager's key…
Added 2 mins ago
O
Lead Client Success Manager
OpenText
Waterloo, ON
- Full-time
…culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape…
Added 2 mins ago
BS
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
Supervisor, Refrigeration
Sofina Foods Inc
Toronto, ON
Reporting to the Maintenance Manager, the Refrigeration Supervisor is responsible for the safe, efficient, and reliable operation of all refrigeration and utility systems supporting plant…
Added 2 mins ago
LC
Senior Manager, Learning & Development – Frontline Teams
Loblaw Companies Limited
Brampton, ON
- Full-time
Lead the future of learning for our frontline teams! We're seeking a strategic and collaborative Senior Manager to lead a team of Learning Partners and deliver innovative, practical…
Added 2 mins ago
A
District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Full-time
Partner effectively with internal teams to close complex, multi‑stakeholder deals
Added 2 mins ago
MI
IT Analyst - Afternoon Shift
Magna International
Windsor, ON
- Full-time
…interaction. As a global automotive supplier and full-system partner, Magna brings together expertise across Mechatronics and Mirror systems to deliver integrated solutions that support the…
Added 2 mins ago
HS
Account Manager
H2 Safety
Calgary, AB
- Full-time
The Account Manager is responsible for short to mid-term sales opportunities, with a primary focus on deals expected to close within six months. This role is highly execution-oriented and…
Added 2 mins ago
TH
Manager, Advertising Operations (Orange Apron Media)
The Home Depot
Canada
- Full-time
In-office presence is required five days per week
Added 17 mins ago
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Client Advisor
RBC
Orangeville, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 17 mins ago
PC
Contractor Safety Management Lead
PETRONAS Canada
Calgary, AB
- Full-time
…in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of PETRONAS, a dynamic global energy group with presence in over 100 countries, we are…
Added 17 mins ago
PV
Keyholder
Pet Valu
Bathurst, NB
- Part-time
All of our stores are dedicated to helping local pets in need, and we partner with local shelters, rescues and charities for adoption events, in-store adoption (select stores only) and pet…
Added 17 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 17 mins ago
T
Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
Reporting to the Manager, Governance and Control, the Senior Governance and Control Analyst supports Canadian Commercial Bank by leading defined governance and control activities, providing…
Added 17 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 32 mins ago
FI
Senior Technical Program Manager
Flexton Inc.
Canada
- Full-time
As a Senior Technical Program Manager, you will lead complex, cross-functional programs across Search, Recommendations, and Product Knowledge. You will partner with Product, Engineering,…
Added 32 mins ago
FI
Client Service Delivery Manager
Flextrack Inc
Canada
- Full-time
The Client Service Delivery Manager is a key leadership role within our Customer Success organization, accountable for the day-to-day operation, responsiveness, and quality of support and…
Added 32 mins ago
P
Account Manager (IT Staffing)
Procom
Toronto, ON
- $60,000 to $90,000 CAD / year
- Full-time
As we continue to grow, we're looking for an Account Manager who is passionate about sales, motivated by success, and eager to work with a team that gives you the tools, data, and support…
Added 32 mins ago
T
Data Centre Account Manager
Telecon
Toronto, ON
- $130,000 to $160,000 CAD / year
- Full-time
Telecon’s Enterprise division is looking to hire a Data Centre Account Manager to join our team of dynamic sales professionals. This role is ideal for someone with prior experience selling…
Added 32 mins ago
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Supply Chain Planner - Mandarin
Collabera
Mississauga, ON
- Contract
Identify opportunities to improve supply flexibility while balancing inventory, collaborate with category manager on supplier working capital, and obsolescence risks.
Added 32 mins ago
A
MS Fabric Data Engineer
Altis
Toronto, ON · North York, ON
- $70 to $80 CAD / hour
- Contract
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 32 mins ago
IM
Associate Portfolio Manager, Public Credit
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
Our collaborative culture and value-add approach to strategic partnerships makes us a preferred partner to some of the largest investors in the world. We have a targeted strategy to grow…

BMO

Wealth Planning Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

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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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