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DIRECTEUR, PROGRAMME, MONÉTISATION DU SITE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
LocationIn-office presence is required five days per week
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BG
Outside Sales Representative - CSA
Brandt Group of Companies
Estevan, SK
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
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TH
Manager, Advertising Operations (Orange Apron Media)
The Home Depot Canada
Toronto, ON
- Full-time
In-office presence is required five days per week
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S
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.
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TH
SPECIALITY ASSISTANT STORE MANAGER- OAKVILLE BURLOAK STORE
The Home Depot Canada
Oakville, ON
- Full-time
…their project needs quickly and fully. They work with the Store Manager to develop strategies and objectives to drive sales and profitability. They provide leadership to Associates so that…
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
E
Senior Marketing E-Commerce Specialist
EZShop
Montreal, QC
- $60,000 to $85,000 CAD / year
- Full-time
…optimization into strategies that grow traffic, conversion, and sales. You'll work closely with our 360 experts (SEO and Ads specialists), our web team, and our account managers, and act as…
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Account Manager, Retail
Merrithew®
Toronto, ON · Scarborough, ON
- Full-time
Reporting to the Senior Sales Director, Retail, this individual managers some of the company's key Retail Accounts including the Costco portfolio of accounts, and Dick's sporting Goods…
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5728 - 3rd Key
Lids
Guelph, ON
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
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TH
DIRECTEUR ADJOINT DE MAGASIN, VENTES SPÉCIALES
The Home Depot Canada
Oakville, ON
- Full-time
…their project needs quickly and fully. They work with the Store Manager to develop strategies and objectives to drive sales and profitability. They provide leadership to Associates so that…
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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
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
SmartTrace Enterprise Technical Account Specialist
Chemelex
Edmonton, AB
Recognize customer needs for additional monitoring, materials, repairs or field services and refer opportunities to the Technical Account Manager or sales team.
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
Added 6 mins ago
Assistant Manager
Homes Alive Pets Internal Job Board
Kelowna, BC
…than pushing a certain product or feeling pressured to meet sales quotas, our team's attention is solely focused on getting to know you and your pet and empowering you to make confident…
Added 6 mins ago
GE
Project Manager
Groundwater Environmental Management Services (GEMS) Inc.
Concord, ON
- Full-time
We are currently seeking a Project Manager to join our team in Concord, ON!
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E-MAIL MARKETING INTERNSHIP
Boutique La Vie En Rose
Montreal, QC
Performance bonuses (in-store sales or management position);
Added 6 mins ago
Sales Support Coordinator
Enercare
Toronto, ON
Assist District Sales Managers, Sales Effectiveness Leads, Sales Support Manager and all other lines of business as required while completing administrative tasks in a timely manner with…
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(CAN) Over-the-Counter Associate
Walmart
Wainwright, AB
- Part-time
2. Maximizing department sales and profit with direction from the Pharmacy Manager.
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District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Full-time
ADP is hiring a Senior Sales Representative, Core Major Accounts (Hunter)
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Manager, Consumer Products & Solutions
Visa
Toronto, ON
- Full-time
Visa is looking to fill vacant position Manager, Consumer Products & Solutions. The anticipated compensation range for this position is $120,670 CAD –$170,670 CAD per year, which includes…
Added 6 mins ago
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BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
Support development and implementation of product strategies to drive sales of existing banking products, launch new products to market, optimize profitability and improve the customer…
Added 6 mins ago
HS
Account Manager
H2 Safety
Calgary, AB
- Full-time
The Account Manager is responsible for short to mid-term sales opportunities, with a primary focus on deals expected to close within six months. This role is highly execution-oriented and…
Added 6 mins ago
TH
Manager, Advertising Operations (Orange Apron Media)
The Home Depot
Canada
- Full-time
In-office presence is required five days per 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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