Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 14 mins ago
R
Client Advisor
RBC
Orangeville, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 14 mins ago
MK
MK Scarborough Town Centre - Seasonal Sales Assistant
Michael Kors
Toronto, ON · Scarborough
- Part-time
…the customer experience and achieving results. As a Seasonal Sales Assistant, you are a flexible team player with the ability to multitask and thrive in a fun, inspiring and fast-paced…
Added 14 mins ago
B
Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 29 mins ago
RH
Director of Sales
Robert Half
Brantford, ON
- $140,000 to $175,000 CAD / year
- Full-time
…innovation functions. The successful candidate will act as a trusted advisor to both the customer and internal stakeholders, helping drive sustainable revenue growth, category performance,…
Added 29 mins ago
P
Account Manager (IT Staffing)
Procom
Toronto, ON
- $60,000 to $90,000 CAD / year
- Full-time
Are you a tech-savvy, relationship-driven sales professional who thrives on building partnerships and closing deals? At Procom, our purpose is to help people make progress - and our brand…
Added 29 mins ago
AI Director - Global AI Risk Management
Scotiabank
Toronto, ON
…with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 29 mins ago
VC
Technical Account Manager
Valsoft Corporation
Remote, Canada
- Remote
Develop deep expertise in the Vocantas platform and serve as a trusted advisor, guiding customers on best practices and training them to get the most out of the product.
Added 44 mins ago
IR
Executive Counselor (Trusted Advisor to CIOs & Technology Leaders) | Financial Services, Insurance, Professional Services & Not-for-Profit
Info-Tech Research Group
Canada
- Full-time
Partner with Account Directors, Sales Leaders, analysts, and other experts on account planning and member success while maintaining the independence and trust of the advisory relationship.
Added 44 mins ago
SC
Member Experience Advisor - Crossfield
Servus Credit Union
Crossfield, AB
- Part-time
We are hiring for a part-time Member Experience Advisor to join our Crossfield Branch!
Added 44 mins ago
Sr. Cloud Technical Account Manager, ES-Public Sector-Canada
Amazon
Toronto, ON
…Application-level services, Networking, Serverless and more. This is not a sales role, but rather an opportunity to be the principal technical advisor and ‘voice of the customer’ to…
Added 59 mins ago
Technical Account Manager
F12.net
Vancouver, BC
Assess competitors by analyzing and summarizing information and trends, identifying sales opportunities
Added 1 hour ago
D
Advisor, Business
Desjardins
Montreal, QC
- Full-time
As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell specialized products and services…
Added 1 hour ago
BG
Outside Sales Representative - CSA
Brandt Group of Companies
Estevan No. 5, SK · Estevan, SK
- Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 1 hour ago
TW
Member Service Representative II
Thrive Wealth Management
Wynyard, SK
- Full-time
Providing a variety of services related to the promotion and sales of cash and non-cash financial services, solutions and alternatives such as opening up memberships and deposit accounts,…
Added 2 hours ago
OR
360 Sales and Recruitment Consultant – Toronto -JL52143
Osborne Recruitment - North America
Toronto, ON
- $60,000 to $90,000 CAD / year
- Full-time
Are you an experienced sales and recruitment professional with an agency background?
Added 2 hours ago
R
Manager, Field Service
Rivian
Vaughan, ON
- Full-time
Must possess a valid driver's license and clean driving record
Added 3 hours ago
MW
Associate Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
We are looking for an ambitious and highly motivated Associate Investment Advisor to join our growing wealth management team.
Added 4 hours ago
SB
05657 Inside Sales
Sally Beauty
Oakville, ON
- Other
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 5 hours ago
KC
Warranty Advisor
Kia Canada
Mississauga, ON
- Full-time
The Warranty Advisor in Warranty Management (Service and After Sales) is responsible for the review and processing of dealer Warranty Claims, responding to dealer inquiries, escalations and…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
S
Talent Advisor, AI Labs
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Serve as a trusted advisor to hiring managers - pushing back, advising on tradeoffs, and bringing market intelligence that sharpens decision-making
Added 11 hours ago
S
Beauty Advisor - Full Time
sephora.com
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 11 hours ago
J
Key Account Manager
Jobgether
Canada
- Full-time
…identifying new business opportunities. Acting as a trusted advisor, you will build strong, long-term relationships with key stakeholders and help partners maximize their business…
Added 11 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…

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