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PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
Support pre-implementation project delivery from a financial reporting perspective, including developing, analyzing, and validating financial reports, reconciliations, working papers, and…
Added just now
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Cold Lake, AB
- Full-time
The Technical Specialist, Real Property Management, provides real property management services to support the delivery of Client-Partner real property projects and programs. The incumbent…
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VH
RPN - Hospital & Partnership Program (Western Region)
VHA Home HealthCare
Mississauga, ON
- Part-time
The successful candidate will work evening shifts and participate in a bi-weekly weekend rotation
Added just now
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
We’re looking for an experienced Business Analyst to join our Project Management Office for 18-month and help turn business needs into practical, well-defined solutions.
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AH
Outside Sales Representative
A Hiring Company
Peace River, AB
- Full-time
Closing sales deals which may include the delivery of equipment to the customer’s site
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U
Insurance Business Analyst
UST
ON · Ontario, Canada
- Full-time
Finance, actuarial and risk: IFRS 17 / LDTI, Solvency II, NAIC and state compliance, capital management
Added just now
NF
Cashier Part Time Day
No Frills
Toronto, ON
- Part-time
Support in the delivery of company-directed promotions and programs
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H
UAT lead
Hays
Toronto, ON
- Contract
…coordinating with business stakeholders, and ensuring high-quality delivery of business-critical…
Added just now
BD
24-Sales associate
Bath Depot
Oakville, ON
- Part-time
Added just now
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
We’re looking for an experienced Business Analyst to join our Project Management Office for 18-month and help turn business needs into practical, well-defined solutions.
Added just now
R|
Receiving, Distribution and Package Delivery Clerk
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Prioritize perishable packages (refrigerated, frozen, cryogenic) and maintain the cold chain until delivery,
Added just now
BC
Program BIM Lead
Bechtel Corporation
Toronto, ON
- Full-time
Ensure BIM delivery aligns with project information requirements and applicable industry standards, including ISO 19650, supporting compliant and consistent information management outcomes.
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TD
CMF Designer
Technicon Design
Quebec, QC
- Contract
Participating and leading as necessary work packages during tenders, delivery projects and Research and Development activities.
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V
Lead Software Engineer
Virtusa
Toronto, ON
- Full-time
…overseeing multi-stream projects, and ensuring high-quality service…
Added just now
WC
Development Coordinator
Westerkirk Capital
Victoria, BC
- $80,000 to $120,000 CAD / year
- Full-time
…projects efficiently from opportunity through approvals and delivery. You’ll work with external consultants and colleagues across real estate, investment, construction, finance, and legal.…
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P&
Chef d'Équipe, Dédouanement des Moteurs / Team Lead, Engine Clearance
Pratt & Whitney
Longueuil, QC · Saint-Hubert, QC
- Full-time
Added just now
WI
Senior Information Technology Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
…Columbia Building Technology team, you'll lead the design and delivery of secure, connected, future-ready buildings. Based in our Victoria office and reporting to the Manager, Technology,…
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WI
Senior Security Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
Strong understanding of project financial management, contracts, commercial requirements, and project delivery practices.
Added just now
S
Replenishment - Clerk Grocery Overnight Part-time
Sobeys
St. John's, NL
- Part-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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C
Senior Business Analyst - St. Johns, NL
CGI
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…large-scale modernization work by connecting business stakeholders, delivery teams, and technology…
Added just now
CF
Associate Director, PSP Operations
Canadian Forces Morale and Welfare Services
Ottawa, ON
- Full-time
As the Associate Director, PSP Operations, you will provide senior operational leadership for the delivery of diverse Personnel Support Programs (PSP) that enhance the well-being, morale,…
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VH
RPN - Hospital & Partnership Program (Western Region)
VHA Home HealthCare
Brampton, ON
- Part-time
The successful candidate will work evening shifts and participate in a bi-weekly weekend rotation
Added just now
FT
Business Coordinator
Fathom Talent Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Location -Thornhill, ON (York Region) - four days in office, one day remote
Added just now
OH
Team Assistant, Regular Full-Time, Short Stay, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
What you must have
Added just now
OV
Rehabilitation Assistant - Part Time Temporary (Until Approx. August 2027) - Markham Stouffville Hospital
Oak Valley Health
Markham, ON
- Part-time
BLS Certification is Required

BMO

Wealth Planning Advisor- Waterloo

Waterloo, ON, Canada
MARS, Canada

$65,000.00 - $130,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

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