Jobs in Canada

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Added 14 mins ago
PV
Keyholder
Pet Valu
Bathurst, NB
- Part-time
Assist in unloading delivery vehicles of cases and bags of pet food and supplies and putting these into stock (items up to 50 lbs.)
Added 14 mins ago
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
Added 14 mins ago
T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Work in partnership with various functional areas to provide day-to-day support and delivery of analytics.
Added 14 mins ago
GF
Performance Coach - Regymen - St Catharines Bunting and Carlton
GoodLife Fitness
St. Catharines, ON
- Part-time
Ensures proper Performance Program (REGYMEN, HYROX, Craft Boxing Co., PEAK, Other Performance Programing) delivery is followed to provide an exceptional and safe Member experience
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
FI
Client Service Delivery Manager
Flextrack Inc
Canada
- Full-time
The Client Service Delivery Manager is a key leadership role within our Customer Success organization, accountable for the day-to-day operation, responsiveness, and quality of support and…
Added 29 mins ago
PC
Occupational Health Nurse, Temporary Part Time, Occupational Health & Wellness
Providence Care
Kingston, ON
- Part-time
…experienced Occupational Health Nurse who is responsible for the delivery of effective and efficient occupational health services within the OHSW departments across Providence Care, with…
Added 29 mins ago
PC
Patient Flow Coordinator, Temporary Full Time, Access to Care & Transitions
Providence Care
Kingston, ON
- Full-time
…key stakeholders directly and/or indirectly and assists the Manager by researching and providing requested data or background information, as requested. The Coordinator problem solves…
Added 29 mins ago
A
Regional Manager, North
AGLC
AB · Edmonton, AB
- $119,621 to $164,479 CAD / year
- Full-time
Reporting to the Director, Technical Services & Compliance, the Regional Manager, North is responsible for the strategic leadership, planning, and management of Technical Services…
Added 29 mins ago
RH
Asset Manager
Robert Half
AB · Edmonton, AB
- Full-time
Manage vendor and contractor relationships, reviewing service delivery and value.
Added 29 mins ago
CD
Childcare Consultant
Child Development Institute
Toronto, ON
- Contract
…within the Toronto Children’s Services Every Child Belongs service framework, promoting an inclusive childcare…
Added 29 mins ago
MP
Senior Manager, OneStream Platform
Michael Page
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
The Manager, EPM Platform leads governance, change management, controls, and operational oversight of the organization's OneStream and Hyperion environments while managing a team of EPM…
Added 29 mins ago
ME
Fire Protection Engineer
Morson Edge (Canada)
Pickering, ON
- Contract
…their support needs. Develop and implement Fire Protection service delivery options to improve effectiveness and efficiency of the service to stakeholders within…
Added 29 mins ago
BI
AEM Business Analyst
BURGEON IT SERVICES
Calgary, AB
- Contract
Own backlog management, user story creation, refinement, and support Agile delivery throughout the sprint lifecycle.
Added 29 mins ago
BI
AEM Business Analyst
BURGEON IT SERVICES
Calgary, AB
- Contract
Own backlog management, user story creation, refinement, and support Agile delivery throughout the sprint lifecycle.
Added 29 mins ago
GS
Business Analyst – Adobe Experience Manager (AEM)
Gala Solutions
Calgary, AB
- Contract
Own backlog management, user story creation, refinement, and support for Agile delivery throughout the sprint lifecycle.
Added 29 mins ago
NR
Cleaner- Temporary
Northview Residential REIT
Yellowknife, NT
- Temporary
We are looking for a Cleaner- Temporary to join our Residential team in Yellowknife, NT. Reporting to the Facilities Manager, you will be critical to our delivery of world-class customer…
Added 29 mins ago
NS
Forensic Psychiatrist - Dartmouth
Nova Scotia Healthcare System
Dartmouth, NS
- Contract
The Model of Care within the service is established with exciting opportunities to join a dynamic, multidisciplinary, and modern care delivery based on evidence while monitoring and keeping…
Added 29 mins ago
Distribution Supervisor
CONA Services
Winnipeg, MB
Shift/Hours – Tuesday to Saturday, Day Shift (Flexibility Required)
Added 29 mins ago
Distribution Supervisor
CONA Services
Winnipeg, MB
Shift/Hours – Tuesday to Saturday, Day Shift (Flexibility Required)
Added 43 mins ago
Business Planning and Workforce Manager
Google
Waterloo, ON
As a Business Planning and Workforce Manager, you will drive the strategic, operational, and organizational design of our global support workforce. Being at the intersection of operational…
Added 43 mins ago
HR
Supervisor, Support Services
Humber River Health
ON · Greater Toronto Area, ON
- Other
Employment Status: Part TimeHours of Work: Night shift assignment, every Friday and Saturday night 11:00 pm to 7:00 am including Holidays
Added 43 mins ago
Operations Manager, YXU1
Amazon
St. Thomas, ON
…customer-focused individuals who want to join our team as an Operations Manager. In this role, you will lead and develop a team of salaried and hourly talent. You will be responsible for…
Added 59 mins ago
M&
Credit Control/Collections Specialist-Ottawa
Marks & Clerk
Ottawa, ON
- Full-time
● Work collaboratively with the group Credit Manager, finance team members, and other practice functions to support the business in the delivery of high quality internal and external…
Added 59 mins ago
Team Member
Hollywood Bowl Group
Nanaimo, BC
Provide friendly and exceptional guest service at all times.

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