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LH
Physiotherapist
Lifemark Health Group
Calgary, AB
- Full-time
…employment specialists, and orthotists to provide comprehensive, client centred care. With a strong focus on teamwork and knowledge sharing, the team works together to create personalized…
Added 16 mins ago
W
Principal Technical Consultant, Geotechnical Engineer - Oil Sands
Worley
AB · Edmonton, AB
- Full-time
…professionals who share our commitment to technical excellence, client service and sustainable project…
Added 16 mins ago
K
Business Manager
Klick
Toronto, ON
- Full-time
Our Project Management craft brings structure, clarity, and momentum to client work across Klick. We partner closely with cross-functional teams to guide timelines, budgets, and delivery…
Added 16 mins ago
TB
Human Resources Generalist
The Burke Group: Human Resources Specialists
St. Catharines, ON
- Full-time
The Burke Group is pleased to partner with an established healthcare and community care organization to recruit a Senior Human Resources Generalist.
Added 16 mins ago
W
Principal Technical Consultant, Geotechnical Engineer - Oil Sands
Worley
Calgary, AB
- Full-time
…professionals who share our commitment to technical excellence, client service and sustainable project…
Added 16 mins ago
W
Intermediate Electrical Engineer
Worley
Vancouver, BC
- Full-time
Worley is a global company of energy, chemicals and resources experts headquartered in Australia. We partner with our customers to deliver projects and create value across the life of their…
Added 16 mins ago
MR
Director Oncology Pipeline
MedAccess Recruiters
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is seeking an experienced commercial oncology leader to provide the Canadian commercial perspective across a broad portfolio of novel oncology assets and indications from early…
Added 16 mins ago
Hydraulic Modeling, Water Resources Engineer
WSP
Thornhill, ON
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 31 mins ago
SI
Senior Business Integration Consultant
Sovereign Insurance
Winnipeg, MB · Toronto, ON · Montreal, QC · Vancouver, BC · Halifax, NS · Calgary, AB
- Full-time
Work Model: Hybrid (2 days in office)
Added 45 mins ago
U
Senior Business Analyst
UST
ON · Ontario, Canada
- Full-time
…Accounting, Claims, Billing, and Reporting. You will support client initiatives and projects related to the core reinsurance administration system, manage client relationships and some…
Added 45 mins ago
BC
Program BIM Lead
Bechtel Corporation
Toronto, ON
- Full-time
Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting…
Added 45 mins ago
WI
Senior Security Consultant, Buildings
WSP in Canada
Victoria, BC
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 45 mins ago
WI
Senior Security Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 45 mins ago
M
Generalist, Human Resources
Morguard
Mississauga, ON
- Full-time
…departmental goals are continuously met and high standard of client services is provided to all…
Added 45 mins ago
R
Solution Architect – ERP Portfolio
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Solution Architect – ERP Portfolio on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 46 mins ago
D
Senior Designer (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $60,000 to $70,000 CAD / year
…marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and…
Added 46 mins ago
D
Production Designer (6m FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $60,000 to $70,000 CAD / year
…marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and…
Added 46 mins ago
D
Designer (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $50,000 to $60,000 CAD / year
…marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and…
Added 46 mins ago
D
Designer (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $50,000 to $60,000 CAD / year
…marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and…
Added 1 hour ago
B
Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 1 hour ago
Materials Technician - Calgary
WSP
Calgary, AB
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 1 hour ago
Senior Security Consultant, Buildings
WSP
Victoria, BC
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 1 hour ago
WI
Senior Security Consultant, Buildings
WSP in Canada
Nanaimo, BC
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 1 hour ago
WI
Materials Technician - Calgary
WSP in Canada
Calgary, AB
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 1 hour ago
WI
Materials Technician - Edmonton
WSP in Canada
AB · Edmonton, AB
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.

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