Jobs in Canada

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Added 14 mins ago
F
Webber - Seasonal Equipment Operator - Spare Sidewalk Plow - Stittsville - Infrastructure Management
Ferrovial
Ottawa, ON · CAN - Webber - Infra - Ottawa
- Full-time
Career growth: Benefit from global and cross-business unit mobility, with development processes designed to ensure your professional growth.
Added 14 mins ago
T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
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:
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
PC
Occupational Health Nurse, Temporary Part Time, Occupational Health & Wellness
Providence Care
Kingston, ON
- Part-time
…indicated; works in collaboration with the employee, their manager, and other stakeholders to propose and facilitate accommodation strategies that balance the needs of the employee 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
C
Supply Chain Planner - Mandarin
Collabera
Mississauga, ON
- Contract
Identify opportunities to improve supply flexibility while balancing inventory, collaborate with category manager on supplier working capital, and obsolescence risks.
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
…beds for Forensic Assessment and Correction Treatment (FACT unit), and a community…
Added 29 mins ago
Project Leader
Magellan
Winnipeg, MB
…cross-functional teams, facilitating projects, and supporting the program manager(s) and business unit leader(s) in daily management of various programs. This position will allow mentoring…
Added 29 mins ago
NSGEU - AES - Educational Assistant 5.50
Nova Scotia Regional Centres for Education & CSAP
Kentville, NS
Terms and conditions of employment, including wages, are in accordance with the Nova Scotia Government and General Employees Union (NSGEU) Local 73 Bargaining Unit at AVRCE.CA
Added 29 mins ago
Specialist, Information Governance Program
Independent Electricity System Operator
Canada
Business Unit: Legal Resources and Corporate Governance
Added 29 mins ago
Supervisor (In-House Program)
Winnipeg Regional Health Authority
Ste. Rose du Lac, MB
Department / Unit: Addiction Services - Willard Monson House
Added 59 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Current Basic Cardiac Life Support (BCLS) certification required
Added 59 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Medical Cardiology, the successful applicant will be responsible for comprehensive nursing care in the Medical Cardiology program and must meet the following…
Added 59 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Medical Cardiology, the successful applicant will be responsible for comprehensive nursing care in the Medical Cardiology program and must meet the following…
Added 59 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Current Basic Cardiac Life Support (BCLS) certification required
Added 59 mins ago
BC
Geriatric Emergency Management (GEM) Registered Nurse
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager of Geriatrics, your goal in this position is to be responsible for providing expert clinical assessment and for making recommendations regarding the health…
Added 59 mins ago
CC
Manager of Pharmacy
Cornwall Community Hospital
Cornwall, ON
- Full-time
Day Shift Monday through Friday - Schedule subject to change
Added 59 mins ago
GI
Sustainability Manager
Green Infrastructure Partners
Markham, ON · Headquarters, Markham, ON
- Full-time
Reporting to the Vice President, Land Management & Environment, the Sustainability Manager will lead the development, implementation, and continuous improvement of Green Infrastructure…
Added 59 mins ago
PERSONAL SUPPORT WORKER
Southbridge Healthcare LP
Newmarket, ON
Consults with and informs supervisor of unit activities, needs and matters related to resident care.
Added 59 mins ago
T
IT Operations Analyst I
TD
London, ON
- Full-time
Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency of the business unit and/or team
Added 1 hour ago
LC
Warehouse Manager
LKQ Corporation
Edmonton, AB
- Full-time
Decisions impact the management and operations within a department or business unit. May contribute to business and operational decisions that affect the department.
Added 1 hour ago
A
Recreation Manager- AgeCare South Terrace
AgeCare
AB · AgeCare South Terrace
- Full-time
This Recreation Manager is responsible for delivering Recreation Services to all clients of the facility. This role collaborates on the delivery of client care specifically designed to meet…
Added 1 hour ago
SC
Development Team Lead
Staples Canada
Richmond Hill, ON
- Full-time
Day-to-day activities will include writing code as well as unit tests to ensure you’re meeting the requirements. A successful candidate will have E-Commerce related software development…

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