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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
TRIGO Global Quality Solutions is seeking to fill a Site Manager position for the Ontario Central area at multiple customer locations including Ridgetown through Cambridge areas.
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
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ES
Head of Operations
European Sovereign Tech Industry Alliance
Canada
- Full-time
Manage resource planning, workforce allocation, budgeting, and operational forecasting.
Added 6 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 6 mins ago
PE
Site Safety & Training Coordinator
Paladin Energy
La Loche, SK
- Full-time
…South location. Reporting to the site-based Safety and Training Manager, the Safety & Training Coordinator provides visible field leadership, directs assigned health and safety resources…
Added 6 mins ago
BG
Outside Sales Representative - CSA
Brandt Group of Companies
Estevan, SK
- Full-time
Provide competitive product and pricing information to the Parts Manager to maintain market competitiveness.
Added 6 mins ago
TH
DIRECTEUR - EFF ORG/DIV - CANADA INCLUS
The Home Depot Canada
Toronto, ON
- Full-time
The Manager, Organizational Effectiveness and Talent Management will lead the design, enhancement, and delivery of projects and processes related to succession planning, career development,…
Added 6 mins ago
CM
Pregnancy Outreach Worker
Canadian Mothercraft Society
Toronto, ON
- Full-time
Reporting to the Manager of Early Intervention Programs, you’ll work alongside a team of dedicated staff and community partners, collaborating to provide the highest quality support to our…
Added 6 mins ago
CO
Human Resources Manager
City of Terrace
Terrace, BC
- Full-time
8. Monitors and analyses HR metrics to inform decision-making and workforce planning.
Added 6 mins ago
TH
Manager, Organizational Effectiveness and Talent Management
The Home Depot Canada
Toronto, ON
- Full-time
The Manager, Organizational Effectiveness and Talent Management will lead the design, enhancement, and delivery of projects and processes related to succession planning, career development,…
Added 6 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
Added 6 mins ago
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Customer Success Manager
SamSearch
Montreal, QC
- Full-time
We're looking for a Customer Success & Support Manager to own the customer experience from onboarding through renewal.
Added 6 mins ago
VS
AEM Business Analyst, preferable AEMaaCS experience ||Calgary, AB(Onsite)
Verito Solutions Inc
Calgary, AB
- Contract
Support release planning, UAT validation, go-live readiness, and post-release monitoring to ensure successful product deployments.
Added 6 mins ago
SS
Dental Sales Representative
Summit Search Group
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Based in Calgary, as Territory Manager for Alberta and Kootenays (30-40% travel) you will manage and grow the sales, develop meaningful relationships with orthodontists, general dentists,…
Added 6 mins ago
HN
Manager, Community Programs
Hospice Niagara
St. Catharines, ON
- Full-time
The Manager, Community Programs provides leadership and day-to-day management for Hospice Niagara's community-based psychosocial, grief and bereavement, navigation, wellness and outreach…
Added 6 mins ago
LI
Marketing Experience Specialist / spécialiste de l’expérience marketing
LMPG Inc.
Montreal, QC
- Full-time
…Lumca Canada, and LMPG. This role reports to the Marketing Manager and focuses on creating engaging customer experiences, strengthening brand credibility, managing social media activity,…
Added 6 mins ago
QU
Manager, Professional Administration Services
Queen's University
Kingston, ON
- $94,000 to $123,000 CAD / year
- Full-time
As a key resource to the portfolio, the Manager, Professional Administration Services, works with Student Affairs units to coordinate financial requirements, including activities related to…
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
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Media Producer, On call
Pelmorex
Oakville, ON
- Full-time
Own the planning of content for scheduled day parts and take responsibility for all aspects of video content produced through the control room ensuring high standards are met
Added 6 mins ago
VN
Sr. Manager, Quality Assurance & Quality Control
Vitalus Nutrition Inc
Winnipeg, MB
- Full-time
At Vitalus, quality is a promise to every customer and consumer who trusts what we make. As Sr. Manager, Quality Assurance & Quality Control, you'll turn that promise into one consistent,…
Added 6 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 6 mins ago
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Manager, Rail Service Design (18 Month Contract)
Metrolinx
Toronto, ON
- Full-time
Reporting to the Senior Manager, Service Design, Our GO Expansion & Transformation – Service Design Office is seeking a Manager, Service Design – Service Modifications to lead the…
Added 6 mins ago
Représentant des ventes - Saint Georges, QC
Encore Market Engagement
Saint-Georges, QC
Added 6 mins ago
Corporate Store Manager
Bulk Barn
Calgary, AB
Must have both POS and cash handling experience

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