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Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
The Site Manager will lead a team of Site Supervisors, Site Leads, and Inspectors to ensure safe, high-quality, and efficient service delivery. They will collaborate with internal…
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AB - Calgary Commissary - Meat - Team Lead Production (Night Shift)
Sobeys
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The Team Lead (Night Shift) is responsible in assisting the Production Manager in the day-to-day operations of the department
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TU
Assistant Manager, Engineering & Utilities
The University of British Columbia
Kelowna, BC
- $7,727.33 to $11,112 CAD / month
- Full-time
Valid Class 5 driver’s license required
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Head of Operations
European Sovereign Tech Industry Alliance
Canada
- Full-time
Lead and oversee day-to-day business operations to ensure efficiency, productivity, and service excellence.
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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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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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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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SPECIALITY ASSISTANT STORE MANAGER- OAKVILLE BURLOAK STORE
The Home Depot Canada
Oakville, ON
- Full-time
Customers are acknowledged, Customer project needs are met, complaints are resolved, service is quick and efficient, store is properly stocked)
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VS
AEM Business Analyst, preferable AEMaaCS experience ||Calgary, AB(Onsite)
Verito Solutions Inc
Calgary, AB
- Contract
Collaborate with product, project, customer, and cross-functional teams to translate business needs into effective solutions.
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MI
Banquets Attendant
Marriott International
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Part-time
…procedures; report accidents, injuries, and unsafe work conditions to manager; and complete safety training and certifications. Ensure uniform and personal appearance are clean and…
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Dental Sales Representative
Summit Search Group
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Our client is passionate about providing innovative orthodontic and dental solutions, exceptional customer service, and building lasting partnerships with dental professionals across…
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Marketing Experience Specialist / spécialiste de l’expérience marketing
LMPG Inc.
Montreal, QC
- Full-time
…Lumca Canada, and LMPG. This role reports to the Marketing Manager and focuses on creating engaging customer experiences, strengthening brand credibility, managing social media activity,…
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Tool Technician Full Time (NEPEAN)
The Home Depot Canada
Ottawa, ON
- Full-time
Customer Driven: Provides outstanding customer service (to both internal and external customers); follows through on responsibilities to customers; recovers from any errors made and leaves…
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Account Manager, Retail
Merrithew®
Toronto, ON · Scarborough, ON
- Full-time
…entry, inventory, maintenance, advance shipping notifications, customer service, mis-shipments, returns and liaising with the Finance Team for any invoicing/accounting issues specific to…
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Mechanical Designer
Adescor
Strathroy, ON
- Full-time
This role in on-site position and reporting to the Mechanical Engineering Manager.
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MI
Food & Beverage Supervisor
Marriott International
Sherbrooke, QC
- Full-time
…procedures; report accidents, injuries, and unsafe work conditions to manager; and complete safety training and certifications. Ensure uniform and personal appearance are clean and…
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5728 - 3rd Key
Lids
Guelph, ON
- Part-time
Achieve revenue growth through customer service.
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DIRECTEUR ADJOINT DE MAGASIN, VENTES SPÉCIALES
The Home Depot Canada
Oakville, ON
- Full-time
Customers are acknowledged, Customer project needs are met, complaints are resolved, service is quick and efficient, store is properly stocked)
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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…
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TECHNICIEN(NE) À LA LOCATION D’OUTILS
The Home Depot Canada
Ottawa, ON
- Full-time
Customer Driven: Provides outstanding customer service (to both internal and external customers); follows through on responsibilities to customers; recovers from any errors made and leaves…
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Cook I
Marriott International
AB · Edmonton, AB
- Full-time
…maintenance needs, accidents, injuries, and unsafe work conditions to manager; complete safety training and certifications. Ensure uniform and personal appearance are clean and…
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MI
Food & Beverage Supervisor
Marriott International
Sherbrooke, QC
- Part-time
…procedures; report accidents, injuries, and unsafe work conditions to manager; and complete safety training and certifications. Ensure uniform and personal appearance are clean and…
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Manager, Rail Service Design (18 Month Contract)
Metrolinx
Toronto, ON
- Full-time
Reporting to the Senior Manager, Service Design, Our GO Expansion & Transformation – Service Design Office is seeking a Manager, Service Design – Service Modifications to lead the…
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SmartTrace Enterprise Technical Account Specialist
Chemelex
Edmonton, AB
Based in the SmartTrace control room, the Technical Account Specialist supports assigned customer facilities by monitoring heat-tracing systems, investigating routine issues and…

BMO

Wealth Planning Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

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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