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Added 14 mins ago
M(
Conversions
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
As a valuable member of the Conversions team, you will deliver championship service throughout the organization. Under the direction of the Supervisor of Conversions and working in…
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
DT
Store Manager
Dollar Tree Stores
Fort Qu'appelle, SK
- Full-time
…unbelievable everyday deals, and our commitment to great customer…
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M
Assistant Housekeeping Manager
Marriott
Calgary, AB
- Full-time
Interacts with guests to obtain feedback on product quality and service levels; effectively responding to and handles guest problems and complaints seeking assistance from supervisor as…
Added 14 mins ago
SC
Retail Assistant Manager
Staples Canada
Victoriaville, QC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 14 mins ago
R
Client Advisor
RBC
Orangeville, ON
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
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R
Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
…development and, portfolio management expertise, and knack for client service to , sets the stage for…
Added 14 mins ago
PV
Keyholder
Pet Valu
Bathurst, NB
- Part-time
In cases where the Store Manager or Assistant Store Manager are not in the store, Keyholder may assign daily goals and tasks to ACEs.
Added 14 mins ago
OS
Program Coordinator, Sensplex (Contract)
Ottawa Senators
Ottawa, ON
- Full-time
- Contract
Must have an intimate knowledge and understanding of the game of ice hockey · Must hold a valid driver’s license and have own means of transportation
Added 14 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…
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I
Maintenance Tech
ISS
Burlington, ON
- $27.73 to $32 CAD / hour
This hands-on position responds to service requests and takes immediate action to resolve equipment breakdowns. This role ensures that all managed utilities and building systems meet…
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
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T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
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T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 14 mins ago
GF
Fitness Manager - Halifax Barrington Place
GoodLife Fitness
Halifax, NS
- Full-time
Must have current, nationally recognized Personal Training certification
Added 14 mins ago
GF
Performance Coach - Regymen - St Catharines Bunting and Carlton
GoodLife Fitness
St. Catharines, ON
- Part-time
Stays up-to-date and informed by reading communications from the Group Experience Department, General Manager, Performance Head Coach, Editor, etc., and by attending Coach Meetings when…
Added 14 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Mississauga, ON
- Part-time
Consistently model service standards and omni-channel experience while coaching others to success
Added 14 mins ago
BP
Technical Officer (Ready for Service)
Bruce Power
Bruce Power
- Full-time
The successful candidate must possess the following attributes and skills:
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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
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Portfolio Manager (Commercial Banking)
BMO
Edmonton, AB · Calgary, AB
- Full-time
The Portfolio Manager role will be supporting the Dealer Finance group within Commercial Banking.
Added 14 mins ago
Meat Wrapper (Auburn Bay)
Calgary Co-op
Calgary, AB
The Meat Cutter is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures and standards. The…
Added 14 mins ago
Produce Utility Clerk (Midtown)
Calgary Co-op
Calgary, AB
The Produce Utility Clerk is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures and…
Added 14 mins ago
Gas Bar Clerk Cashier (Kingsland)
Calgary Co-op
Calgary, AB
The Gas Bar Clerk Cashier is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures, and…
Added 14 mins ago
Meat Cutter (Midtown)
Calgary Co-op
Calgary, AB
The Meat Cutter is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures and standards. The…
Added 14 mins ago
Liquor Store Clerk Cashier (Auburn Bay)
Calgary Co-op
Calgary, AB
The Liquor Store Clerk Cashier is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures and…

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