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Added just now
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 just now
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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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…
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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 15 mins ago
B
Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 15 mins ago
B
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.
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Meat Wrapper (Auburn Bay)
Calgary Co-op
Calgary, AB
…Cutter position reports directly to the Meat Supervisor/Meat Manager, and the main responsibilities…
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Meat Cutter (Midtown)
Calgary Co-op
Calgary, AB
…Cutter position reports directly to the Meat Supervisor/Meat Manager, and the main responsibilities…
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H
Industry Manager
Hays
Burlington, ON
- Full-time
Our client is looking for an Industry Manager, Mining, Minerals, & Metals to join our Group. Join a forward‑thinking, global leader and take charge of defining strategic direction,…
Added 30 mins ago
T
Data Centre Account Manager
Telecon
Toronto, ON
- $130,000 to $160,000 CAD / year
- Full-time
Telecon’s Enterprise division is looking to hire a Data Centre Account Manager to join our team of dynamic sales professionals. This role is ideal for someone with prior experience selling…
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H
Contact Sales Representative
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- Full-time
Transition with Regional Sales Manager and Project Sales Manager for larger projects uncovered through scouting
Added 30 mins ago
Temporary Showroom Manager Vancouver, BC
Cosentino
Vancouver, BC
The Cosentino City Center Manager manages a portfolio of Residential Interior Designer accounts, builds a strong network of local partners, oversees the daily operations of the City Center…
Added 30 mins ago
VC
Technical Account Manager
Valsoft Corporation
Remote, Canada
- Remote
Vocantas is looking for a Technical Account Manager to make sure our customers succeed after they buy, partnering with the Account Executive who owns each account. This role blends hands-on…
Added 44 mins ago
Technical Service Specialist
Univar Solutions
Toronto, ON
About the Position: Reporting to the Water Treatment Industry Manager – Eastern Canada, the Technical Service Specialist (TSS) will be responsible for supporting our Sales team on a…
Added 44 mins ago
Sr. Cloud Technical Account Manager, ES-Public Sector-Canada
Amazon
Toronto, ON
…service from AWS? At AWS Enterprise Support we’re looking for a Technical Account Manager (TAM) to support our customers’ creative and transformative spirit of innovation across all…
Added 1 hour ago
M&
Credit Control/Collections Specialist-Ottawa
Marks & Clerk
Ottawa, ON
- Full-time
● Review and monitor sales ledger balances, ensuring collection targets are consistently maintained, and cash collection is maximised.
Added 1 hour ago
Service Manager (Machine & Automation Solutions)
Source Atlantic Ltd.
Winnipeg, MB · Calgary, AB
The Service Manager will lead the CNC and Machine Repair service team across Manitoba, Saskatchewan, Alberta, and British Columbia, ensuring responsive, high-quality service while driving…
Added 1 hour ago
Technical Account Manager
F12.net
Vancouver, BC
The Position: Reporting to the General Manager, the Technical Account Manager will provide an elevated experience and strategic integration by leveraging the F12 VCIO’s to assist in…
Added 1 hour ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Saint-Georges, QC
Analyze sales results with your manager and come up with innovative solutions to improve them;
Added 1 hour ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Ste.-Foy, QC · SAINTE-FOY, QC
Analyze sales results with your manager and come up with innovative solutions to improve them;
Added 1 hour ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Alma, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 1 hour ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Regina, SK
Analyze sales results with your manager and come up with innovative solutions to improve them;
Added 1 hour ago
TH
SPECIALITY ASSISTANT STORE MANAGER- OAKVILLE BURLOAK STORE
The Home Depot
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 1 hour ago
Specification Sales Manager
Acuity Inc.
Thornhill, ON
…and comply with project goals and code requirements. Manage sales cycle and pipeline for named accounts and projects to maximize revenue and…
Added 2 hours ago
D
Business Development Manager • GTA
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.

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