Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 6 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 6 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 6 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 6 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 6 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 6 mins ago
L
5728 - 3rd Key
Lids
Guelph, ON
- Part-time
…presentations, and be a subject matter expert in our products and…
Added 6 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 6 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 6 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 6 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 6 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…
Added 6 mins ago
B
BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
At BMO, we’re looking to change the way Canadians bank and you’ll get to drive that change – helping customers make real financial progress across the country.
Added 21 mins ago
M
Assistant Housekeeping Manager
Marriott
Calgary, AB
- Full-time
…Housekeeping, Recreation. Laundry, Staff, AYS and Concierge/Guest Services. Position directs and works with employees to carry out guest arrival and departure procedures and to maintain the…
Added 21 mins ago
R
Client Advisor
RBC
Orangeville, ON
- Part-time
A world-class training program in financial services
Added 21 mins ago
R
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 21 mins ago
UO
Assistant Manager, Engineering & Utilities
University of British Columbia
Kelowna, BC · UBCO | Central Heating Plant (CHP)
- $7,727.33 to $11,112 CAD / month
- Full-time
Valid Class 5 driver’s license required
Added 21 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 21 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 21 mins ago
C
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 21 mins ago
B
Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 21 mins ago
M
Director of Sales & Marketing
Marriott
Sherbrooke, QC
- Full-time
…implements property–wide strategies that deliver products and services to meet or exceed the needs and expectations of the brand’s target customer profile and property associates and…
Added 36 mins ago
MP
Senior Manager, OneStream Platform
Michael Page
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
The Manager, EPM Platform leads governance, change management, controls, and operational oversight of the organization's OneStream and Hyperion environments while managing a team of EPM…
Added 36 mins ago
GD
Systems Engineer, Land C5ISR - Tactical Communications
General Dynamics Missions System International
Calgary, AB
- Full-time
…Engineering Requirements Management (ERM), IBM Engineering Workflow Manager (EWM) and Team collaboration tools (e.g., MS Teams, Sharepoint, OneNote,…
Added 36 mins ago
Manager, Governance & Strategy - Global Compliance Trade Surveillance (12 Month Contract)
Scotiabank
Toronto, ON
At least 5+ years of related experience at a large financial institution or established securities or another financial services activity regulatory agency.
Added 36 mins ago
GE
Field Recruiter
GFL Environmental Inc.
AB
- Full-time
GFL is one of the largest diversified environmental services company in North America, providing comprehensive solid waste management services from its platform of facilities throughout…

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

Report this job

Work requirements

Jobs in Canada