Jobs in Canada

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Added 1 min ago
TM
Manager, HR Services and Operations
The Mustard SEED Society
Calgary, AB
- Full-time
Must have legal authorization to work in Canada on a full-time basis for anyone other than current employer
Added 1 min ago
ML
Finance Manager SG&A
Maple Leaf Foods Inc.
Mississauga, ON
- Full-time
The Manager, SG&A is responsible for leading detailed SG&A planning, forecasting, spending analysis and decision support across corporate functions and cost centres. The role partners with…
Added 1 min ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Contract
…Credit Team Lead. This role involves supporting the Credit Manager, providing high-level credit work, and assisting with escalations. It emphasizes proactive risk management to assess and…
Added 15 mins ago
PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
This role will be supporting finance transformation project (Project Unify) as a Financial Reporting subject matter expert, with a focus on pre-implementation delivery, business readiness…
Added 15 mins ago
E
Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
The Senior Manager, Market Intelligence & Strategic Insights (Supply Chain) is a hands-on leader within Procurement and MCE who supports MCE-led supply chain, market intelligence, and…
Added 15 mins ago
WL
Comptable senior - responsable de dossiers / Senior Accountant - File Preparer
Whitrod Leduc CPA Inc.
Pointe-Claire, QC
- Full-time
× Télétravail possible jusqu’à 2 jours par semaine · × Teleworking possible up to 2 days per week
Added 15 mins ago
UO
Automation Analyst, Capital Projects
University of British Columbia
Vancouver, BC · UBCV | Campus & Community Planning (CCP)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
Maintains the reliability and availability of a UBC mission critical finance and project management system by providing Tier 0 knowledge base, Tier 1, logging issues, and Tier 2 support,…
Added 15 mins ago
T
Software Engineer III - IVR
TD
Toronto, ON
- Full-time
In conjunction with the Solution Architect, assist the Application Owner, Development Manager and Technical Delivery Lead by providing effort estimates for new projects and initiatives
Added 15 mins ago
M
Senior Software Developer
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to the Senior Manager, Software Development and Architecture.
Added 15 mins ago
M
Gestionnaire principal(e) de portefeuille / Principal Portfolio Manager
McKesson
Montreal, QC
- Full-time
Baccalauréat en administration des affaires, en technologies de l’information, en finance ou dans un domaine connexe. Une maîtrise en administration des affaires (MBA) ou un diplôme…
Added 31 mins ago
B
Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 45 mins ago
TM
Asset Manager
Talent Mappers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting to the Regional Head of Asset Management, Americas, the Asset Manager will work closely with development, legal, finance, and other cross-functional teams across North America and…
Added 45 mins ago
MF
Project Manager
Mako Financial Technologies
Montreal, QC
- Full-time
About the Position: Mako is seeking a Project Manager to lead large-scale, multi-stream digital transformations for our most significant enterprise clients. This role is designed to own the…
Added 45 mins ago
BP
Project Manager
BELFOR Property Restoration Canada
Dartmouth, NS
- $70,000 to $80,000 CAD / year
- Full-time
As a Project Manager at BELFOR , you’ll oversee emergency and restoration projects from start to finish - ensuring quality, efficiency, and customer satisfaction. You’ll assess job sites,…
Added 45 mins ago
OP
Project Leader
Ontario Power Generation
Pickering, ON
- Full-time
Education Level: 4 year University degree, preferably in Engineering, finance, business or economics
Added 45 mins ago
Physical Infrastructure Project Manager (Hybrid)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Physical Infrastructure Project Manager join our team.
Added 45 mins ago
Financial Analyst, Public Works
Halton Region
Oakville, ON
This position is eligible for the Hybrid Work Program, with a minimum requirement of three (3) days per week onsite
Added 45 mins ago
MN
Procurement Manager
March Networks
Remote, Canada
- Full-time
- Remote
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 1 hour ago
HR
Financial Analyst, Public Works
Halton Region
Oakville, ON
- Full-time
This position is eligible for the Hybrid Work Program, with a minimum requirement of three (3) days per week onsite
Added 1 hour ago
D
Senior Manager, Data and Analytics - Risk and Regulatory
Deloitte
Toronto, ON
- Full-time
…intelligence and machinelearning. For this role, we are seeking Manager level team members who will help deliver on our ambitious plansto grow our practice by providing leadership and…
Added 1 hour ago
MN
Procurement Manager
March Networks
Ottawa, ON
- Full-time
This role leads strategic procurement for March Networks and Vivotek hardware (SSS LOB). The Procurement Manager leads and develops a small procurement team, builds and manages a…
Added 1 hour ago
TU
Automation Analyst, Capital Projects
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
Maintains the reliability and availability of a UBC mission critical finance and project management system by providing Tier 0 knowledge base, Tier 1, logging issues, and Tier 2 support,…
Added 1 hour ago
D
Manager, Data and Technology - Data Engineer
Deloitte
Toronto, ON
- Full-time
…intelligence and machinelearning. For this role, we are seeking Manager level team members who will help deliver on our ambitious plansto grow our practice by providing leadership and…
Added 1 hour ago
T
Site Manager
TRIGO
Woodstock, ON
- $65,000 CAD / year
- Full-time
The Site Manager is accountable for the safe, compliant, profitable, and customer-focused delivery of TRIGO services across multiple customer locations including Ridgetown through…
Added 1 hour ago
TH
DIRECTEUR, PROGRAMME, MONÉTISATION DU SITE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
LocationIn-office presence is required five days per week

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