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Added just now
PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
The Senior Financial Accountant, Financial Reporting role sits within the Pacific Life Re (PL Re) Financial Reporting and Tax (FRT) team and reports to the Manager, Financial Reporting.
Added just now
NH
REGISTERED NURSE (RN), LONG-TERM CARE
Northern Health - BC
Terrace, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, this position provides clinical nursing care within a recovery model of care. This position works…
Added just now
OH
Team Assistant, Regular Full-Time, Short Stay, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
What you must have
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DO
Senior Manager, Community Services
District of Peachland
Peachland, BC
- Temporary
Reporting to the Chief Administrative Officer, the Senior Manager, Community Services provides strategic and operational leadership for recreation, culture, aquatics, community events,…
Added just now
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 just now
Case Manager, Housing Support
Tungasuvvingat Inuit
Ottawa, ON
…successful experience in crafting the design, development, and delivery of a wide range of effective, client-centered services. By incorporating the principles of Inuit Qaujimajatuqangit…
Added just now
General Manager
Optima Living
Wetaskiwin, AB
Reporting to the Senior Director of Operations, the General Manager provides overall leadership and management of the community, ensuring high-quality care and services while maintaining…
Added just now
IC
Business Development Manager
ICC Compliance Center Inc
New Westminster, BC · Delta, British Columbia
- Full-time
Coordinate with customer service on orders, delivery updates, and service issues. Stay involved when an issue puts a customer relationship at risk.
Added just now
M
Senior Business Intelligence Performance Analyst
Metrolinx
Toronto, ON
- Full-time
…looking for an opportunity to make a better world via public service, Metrolinx would like to hear from…
Added just now
ME
Regional Manager – Winnipeg Region
MANITOBA EMPLOYMENT ESSENTIALS AND TRAINING (MEET)
Winnipeg, MB
- Full-time
Workplace Education Manitoba is looking for a Regional Manager – Winnipeg Region who will report to the Executive Director of Operations and be responsible for leading and managing MEET’s…
Added just now
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
…etc. and with more than 70,000 members of the community UBC's service providers need to be able to meet a variety of stakeholder needs with both robust and mature operational capabilities…
Added just now
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 just now
M
Senior Software Developer
Moneris
Toronto, ON
- Full-time
You will build the integration layer that connects software as a service (SaaS), enterprise, and artificial intelligence (AI) capabilities across internal, external, and third-party…
Added just now
OA
Lot Associate - Mercedes-Benz Surrey
OpenRoad Auto Group
Surrey, BC
- Full-time
To be aware of and report to the department manager any area of concern as far as supplies, equipment, or other problem areas concerning the care of and delivery of a quality product.
Added 16 mins ago
ON
Aftercare Worker
Ontario Native Women's Association
Thunder Bay, ON
- Full-time
Understanding of trauma-informed care, cultural safety, wise practices, and strength-based service delivery.
Added 16 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 16 mins ago
CC
Business Development Representative (Alberta)
Closer Conveyancing
Calgary, AB
- $60,000 to $70,000 CAD / year
…estate transactions. Reporting to the Business Development Manager, you'll be responsible for developing relationships and generating new business opportunities throughout Alberta, with a…
Added 16 mins ago
SN
199-26-1 Supervisor Kanikonriio Child & Youth Programs
Six Nations
Ohsweken, ON
- Full-time
Must have a valid driver’s license, transportation, and carry a minimum of two million dollars liability insurance
Added 30 mins ago
LN
Lead Continuous Improvement Engineer
Legrand, North & Central America
Mississauga, ON
- Full-time
Supports the Plant Manager in driving Lean transformation and daily management initiatives across Legrand Power Bus Way plants. Responsible for implementing operational excellence…
Added 30 mins ago
TM
Asset Manager
Talent Mappers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is seeking an Asset Manager to join its Asset Management team and oversee the safe, efficient, and profitable operation of renewable energy assets across Canada, beginning with…
Added 30 mins ago
WA
Internal Service Coordinator
Wood Automotive Group
Calgary, AB
- Full-time
The Internal Coordinator is responsible for working closely with the Service and Sales teams to manage the delivery process of all vehicles in addition to acting as a liaison between Parts,…
Added 30 mins ago
BP
Project Manager
BELFOR Property Restoration Canada
Dartmouth, NS
- $70,000 to $80,000 CAD / year
- Full-time
Respond to emergencies to ensure timely and effective service delivery.
Added 30 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 30 mins ago
UKG Pro WFM Scheduling Lead- Manager
EY
Toronto, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · AB · Calgary, AB
To qualify for the role, you must have:
Added 30 mins ago
VC
Manager Home and Community Care (RN) - Full-time
VON Canada (Nova Scotia)
Lunenburg, NS
- Full-time
The Manager Home and Community Care (HCC) - Registered Nurse provides professional and practice leadership to staff and is responsible for ensuring the provision of safe, effective quality…

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