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Senior Engineer, Transmission Line and Substation Structures
Stantec
Laval, QC
- Full-time
Build and maintain strong client relationships, acting as a trusted advisor and ambassador for Stantec.
Added just now
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Senior Engineer, Transmission Line and Substation Structures
Stantec
Montreal, QC
- Full-time
Build and maintain strong client relationships, acting as a trusted advisor and ambassador for Stantec.
Added just now
CF
Associate Director, PSP Operations
Canadian Forces Morale and Welfare Services
Ottawa, ON
- Full-time
…provide expert leadership and advice on operational planning, business management, financial stewardship, workforce planning, risk management, human resource management, and organizational…
Added just now
IG
VP, Controller
Insight Global
Vancouver, BC
- $180,000 to $210,000 CAD / year
- Full-time
GAAP and US-Canada cross-border experience
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OI
Principal functional SME– Retail & Athleisure Planning
OKAYA INFOCOM
Vancouver, BC
- Full-time
Required Strategic Domain Expertise (Must have deep knowledge in at least TWO of the following): · Core Platform Expertise (Must have strong depth in at least ONE):
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EyeCare Advisor
LensCrafters
Winnipeg, MB
- Part-time
The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the highest quality Optometric care.…
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Health & Safety Advisor
Raise
Calgary, AB
- Full-time
Health & Safety Advisor is an office-based role in Calgary that supports Well Delivery's safety and business leadership in driving consistent H&S performance across one of Canada's largest…
Added just now
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
…They work closely with the Manager of CCPD Operations and the Business Operations team to support networking opportunities and promote the vision and mandate of CCPD. They act as the main…
Added 1 min ago
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Financial Advisor
RBC
Barrie, ON · Innisfil, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Client Advisor Intern
RBC
London, ON
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
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Banking Advisor Intern
RBC
London, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
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Outside Sales Representative
Action Furnace
Edmonton, AB
- Full-time
Build and maintain long-term relationships with customers to encourage repeat business and referrals.
Added 1 min ago
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Safety Advisor - Base Plant, FMM
Suncor Energy
Fort McMurray, AB
- Full-time
When you join Suncor, you become part of a company that has built a solid foundation for both business and employee success. We are a place where talented people thrive. As part of our…
Added 1 min ago
Retail Sales Representative - Ottawa West
Encore Market Engagement
Ottawa, ON
As a Retail Sales Rep, you’ll drive growth by uncovering business opportunities and delivering sales results across your assigned territory.
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Client Financial Services Agent
Desjardins
Saint-Félicien, QC · Caisse Desjardins du Domaine-du-Roy
- Full-time
…and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients…
Added 17 mins ago
Solution Architect, Digital
Momentum Financial Services Group
Toronto, ON
…platforms and customer-facing experiences. You will translate business strategy and product ambition into secure, scalable, and cost-effective solution architectures, while remaining close…
Added 17 mins ago
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Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 17 mins ago
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Security Advisor Senior - Incident Response
Intact FC
Toronto, ON · Montreal, QC · Calgary, AB
- Full-time
We’re looking for a Senior Security Advisor to join our growing team!
Added 30 mins ago
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Project Manager
Mako Financial Technologies
Montreal, QC
- Full-time
…coordination of complex implementations involving multiple lines of business, complex integrations, and rigorous infrastructure/security requirements. You will serve as the central nervous…
Added 30 mins ago
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Internal Service Coordinator
Wood Automotive Group
Calgary, AB
- Full-time
Reviews job status frequently, logging status and reporting any change in time or cost estimates to the appropriate Service Advisor and/or customer
Added 30 mins ago
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Insurance Advisor
Western Financial Group
Turner Valley, AB
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers,…
Added 30 mins ago
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Senior Accountant, Quality, Methodology
ACCA Careers
Mississauga, ON
- Full-time
…success of our Assurance and Accounting practice. As a trusted advisor, you’ll provide thought leadership on emerging trends and changes, ensuring team members adhere to the highest…
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Electrical Technician - Switchgear
Stantec
Moncton, NB
- Full-time
Do these challenges and qualifications align with your experience and career goals? Connect with Melanie Imperiale (your Talent Acquisition Advisor) on LinkedIn.
Added 30 mins ago
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Structural Technician - Dams, Transmission Lines and Electrical Substations
Stantec
Moncton, NB
- Full-time
Do these challenges and qualifications align with your experience and career goals? Connect with Melanie Imperiale (your Talent Acquisition Advisor) on LinkedIn.
Added 31 mins ago
Team Lead, Network
Trans Mountain
Calgary, AB
Must have a valid Class 5 driver’s license

BMO

Wealth Planning Advisor- Waterloo

Waterloo, ON, Canada
MARS, Canada

$65,000.00 - $130,000.00 · Full-time

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Job details

Pay: $65,000.00 - $130,000.00
Job type: Full-time
Apply by: Nov 30, 2026
Work location: Work Arrangement: Hybrid role (3 days in office, 2 days 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:

11/29/2026

Address:

20 Erb Street West

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 discovery, preparation, delivery 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 (3 days in office, 2 days remote).

Salary:

$65,000.00 - $130,000.00

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 deliver customized wealth solutions. The role involves regional centralized planning support, technical guidance, and operational effectiveness to help clients preserve and enhance their wealth.

Requirements

Candidates must have at least 5 years of financial planning experience and a professional designation such as PFP, QAFP, or CFP. Strong technical proficiency in planning software and excellent communication skills are required for this role.

Skills

Financial planning
Wealth management
Tax planning
Estate planning
Retirement planning
Insurance planning
Corporate planning
WealthPath
Analytical skills
Critical thinking
Communication skills
Coaching
Risk management
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
PFP
QAFP
CFP
IQPF
WealthPath
Private Wealth
Investment
Retirement
Estate
Tax
Insurance
Corporate Planning
Risk Management
Regulatory Requirements
Microsoft 365
Excel
PowerPoint
Word
MS Teams
Advisory
Client Discovery
Financial Modeling
High-Net-Worth

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Jobs in Canada