Jobs in Canada

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Added 14 mins ago
JI
Overnight Freight Flow Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
Must have a means of transportation
Added 14 mins ago
JI
Cashier
J.D. Irving, Limited
Clarenville, NL
- Part-time
…Eastern Canada (New-Brunswick, Nova Scotia, Prince Edward Island, Québec, Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D.…
Added 14 mins ago
FT
CAC052:Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Lacolle, QC
- $44,638 to $69,747 CAD / year
- Full-time
Si un permis d’importation est requis, utilise le programme électronique en ligne pour obtenir les renseignements nécessaires
Added 14 mins ago
FT
CAC052: Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Lacolle, QC
- $44,638 to $69,747 CAD / year
- Full-time
Si un permis d’importation est requis, utilise le programme électronique en ligne pour obtenir les renseignements nécessaires
Added 14 mins ago
SB
Marchandiseur - Ventes
Sleeman Breweries Ltd.
Montreal, QC
- Full-time
As part of Sapporo Breweries, our story includes Sleeman Breweries in Ontario, Okanagan Spring Brewery in B.C., Wild Rose Brewery in Alberta, and Unibroue in Quebec.
Added 14 mins ago
C
Senior Director, Information Security and End-User Technology (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
Ensure strict compliance with applicable laws and regulations (e.g., Quebec’s Law 25, GDPR and sector-specific requirements).
Added 14 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Added 14 mins ago
PSW - Oromocto, NB
Bayshore
Oromocto, NB
French proficiency required for positions located within Quebec or where French language is a service requirement
Added 14 mins ago
Health Care Aide - Northeast Calgary
Bayshore
Calgary, AB
French proficiency required for positions located within Quebec or where French language is a service requirement
Added 14 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 14 mins ago
BM
Sales Representative
Brand Momentum
Newmarket, ON
- Full-time
Bilingual (English/French) is an asset, especially in Quebec
Added 29 mins ago
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Field Engineer
Weir
Quebec, QC
- $80,000 to $100,000 CAD / year
- Full-time
Added 29 mins ago
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REQ26-185 - Technician – Mining Geology
Glencore Canada
Quebec, QC
- Temporary
Private air transportation to and from cities such as Montreal, Quebec City, Rouyn-Noranda, Mont-Joli and Inuit communities, depending on where you live.
Added 29 mins ago
GC
REQ26-184 - Senior Mining Technician – Ground Control
Glencore Canada
Quebec, QC
- Full-time
Must hold a valid driver’s license and general explosives permit · Must have completed the Mining Worker modular training courses 1, 2, 3, 4, 5, and 7 (preferred)
Added 29 mins ago
GG
Gestionnaire de la comptabilité et des finances
Groupe GCRH
Sherbrooke, QC
- Full-time
…organisationnelle et en assurant la conformité aux exigences de Santé Québec, du MSSS et des organismes réglementaires…
Added 29 mins ago
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Sales Development Representative
RentBolt
Montreal, QC
- Full-time
We're looking for an exceptional Sales Development Representative (SDR) to accelerate our growth in Quebec.
Added 29 mins ago
VM
Summer Sales Student Intern
Vantage Marketing Canada
Richmond Hill, ON
- Full-time
Added 29 mins ago
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Data Centre Account Manager
Telecon
Toronto, ON
- $130,000 to $160,000 CAD / year
- Full-time
…infrastructure. From a regional telecom network builder in 1967 in Quebec (Canada), Telecon has grown into a world-class industry-leading telecom network design, locate, infrastructure and…
Added 29 mins ago
R
Chef d'Équipe, Dédouanement des Moteurs / Team Lead, Engine Clearance
RTX
Longueuil, QC
- Full-time
…aérospatiale, dont le siège social est situé à Longueuil, au Québec, depuis 1928. Nous concevons et fabriquons des moteurs d’aéronefs de nouvelle génération qui propulsent la plus grande…
Added 29 mins ago
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Bilingual Account Executive/Sales with dental practices experience, Quebec
Talentuch
Remote, Canada
- Full-time
- Remote
…matter. They’re looking for a Bilingual Account Executive for the Quebec market, who is part strategist, part hunter, and a total…
Added 29 mins ago
GT
Merchandise Coordinator (Fashion & Home)
Giant Tiger
Ottawa, ON · Montreal, QC · Laval, QC
- Full-time
1001 Boulevard Curé-Labelle, Laval, Quebec, H7V 2V6
Added 29 mins ago
Lead Instructional Designer
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
This role follows a hybrid work model, with an in-office presence required three days per week
Added 29 mins ago
Account Executive, Halifax
Bell
Halifax, NS
Must have a valid drivers’ license and vehicle · For work arrangements that are ‘Hybrid’, successful candidates must be based in Canada and report to a set Bell office for a minimum of 3 days a week

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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Work requirements

Jobs in Canada