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Conversions
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
…BMO Field, Coca-Cola Coliseum, Ford Performance Centre, BMO Training Ground, and OVO Athletic Centre. Off the field, we serve up elevated dining at e11even, Real Sports, and our signature…
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JI
Overnight Freight Flow Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
Must have a means of transportation
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Webber - Seasonal Equipment Operator - Spare Sidewalk Plow - Stittsville - Infrastructure Management
Ferrovial
Ottawa, ON · CAN - Webber - Infra - Ottawa
- Full-time
Under the supervision of the Operations Manager/ Area Supervisor the incumbent is responsible for operating a loader to assist with snow removal and other winter maintenance tasks.
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Assistant Housekeeping Manager
Marriott
Calgary, AB
- Full-time
Uses all available on the job training tools for employees; supervising on-going training initiatives and conducting training when appropriate.
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SC
Retail Assistant Manager
Staples Canada
Victoriaville, QC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
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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…
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Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
World-class sales and senior leadership training with countless development opportunities
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PC
Contractor Safety Management Lead
PETRONAS Canada
Calgary, AB
- Full-time
The Contractor Safety Management Lead reports directly to the Manager of HSE Governance and Contractor Safety.
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PV
Keyholder
Pet Valu
Bathurst, NB
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
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Program Coordinator, Sensplex (Contract)
Ottawa Senators
Ottawa, ON
- Full-time
- Contract
Must have an intimate knowledge and understanding of the game of ice hockey · Must hold a valid driver’s license and have own means of transportation
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Childcare Consultant
Child Development Institute
Toronto, ON
- Contract
…services and resources as needed. You will independently offer training and guidance to programs in your portfolio on how to build inclusive…
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Maintenance Tech
ISS
Burlington, ON
- $27.73 to $32 CAD / hour
…sufficiently while keeping the building operator, site operations manager, business stakeholders, and end users updated. Other duties as…
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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
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting…
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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…
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Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Participate in personal performance management and development activities, including cross training within own team.
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AC
Residential Apprentice Electrician - 2nd to 4th year
Ackard Contractors
Edmonton, AB
- Full-time
Working under the direction of our Electrical Manager and experienced Journeyperson Electricians, you will:
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GF
Fitness Manager - Halifax Barrington Place
GoodLife Fitness
Halifax, NS
- Full-time
Must have current, nationally recognized Personal Training certification
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GF
Performance Coach - Regymen - St Catharines Bunting and Carlton
GoodLife Fitness
St. Catharines, ON
- Part-time
Stays up-to-date and informed by reading communications from the Group Experience Department, General Manager, Performance Head Coach, Editor, etc., and by attending Coach Meetings when…
Added 14 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Mississauga, ON
- Part-time
…culture since our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter’s career doesn’t feel like a job. It feels like…
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BP
Technical Officer (Ready for Service)
Bruce Power
Bruce Power
- Full-time
The successful candidate must possess the following attributes and skills:
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Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
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Portfolio Manager (Commercial Banking)
BMO
Edmonton, AB · Calgary, AB
- Full-time
The Portfolio Manager role will be supporting the Dealer Finance group within Commercial Banking.
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Calgary, AB
…Cutter position reports directly to the Meat Supervisor/Meat Manager, and the main responsibilities…
Added 14 mins ago
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Calgary Co-op
Calgary, AB
…position reports directly to the Produce Supervisor/Produce Manager, and the main responsibilities…

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