Jobs in Canada

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Added 2 mins ago
KG
Child Well-Being Worker (Contract)
Kina Gbezhgomi Child and Family Services
ON · Wikwemikong, ON
- $72,322.47 to $94,007.79 CAD / year
- Contract
Candidates must live within service area, or be willing to relocate
Added 2 mins ago
ST
Respite Worker
Strides Toronto
Toronto, ON
- $25.64 to $29.86 CAD / hour
- Part-time
THE “MUST HAVES”
Added 2 mins ago
KG
After Hours Worker (Authorized)
Kina Gbezhgomi Child and Family Services
ON · Wikwemikong, ON
- $72,322.47 to $94,007.79 CAD / year
- Contract
Must possess strong organization, evaluation, and critical thinking skills · Candidates must live within service area or be willing to relocate
Added 2 mins ago
AM
Senior Support Worker-Barrie-Temporary Assignment
Arc Mercer
Barrie, ON
- Contract
When submitting your resume and cover letter, please also upload a copy of your diplomas / degrees. In your resume, please ensure that you specify the length of your programs;
Added 2 mins ago
Financial Analyst
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 17 mins ago
CO
Sponsorship Program - Police Officers
City of Saint John
Saint John, NB
- Full-time
Are you looking for an opportunity to make a difference in your community? Are you a leader who takes accountability for their actions? Are you professional in your approach? Do you have a…
Added 17 mins ago
AI
Personal Assistant
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time
Added 17 mins ago
WE
Accountant
Winnipeg Economic Development & Tourism
Winnipeg, MB
- Full-time
3. Submit your resume and cover letter through the portal.
Added 17 mins ago
N
Analyst, Retail, Regional Finance
Nutrien
Calgary, AB
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 17 mins ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Calgary, AB
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 17 mins ago
CO
Home Support Worker
City of Grande Prairie
Grande Prairie, AB
- Temporary
To apply for this position, please utilize the "Apply Now" tab on this web page to submit your comprehensive cover letter and up-to-date resume.
Added 17 mins ago
CO
Arborist
City of Grande Prairie
Grande Prairie, AB
- Full-time
To apply for this position, please utilize the "Apply Now" tab on this web page to submit your comprehensive cover letter and up-to-date resume.
Added 17 mins ago
TO
Director, Asset Management
Town of Oakville
Oakville, ON
- Full-time
Please apply through the Phelps link above and do not submit your resume through this portal.
Added 17 mins ago
QT
Senior Director, Information Technology (Transformation, AI & Enterprise Systems)
Quantum Technology Recruiting Inc. (QTR)
Toronto, ON
- $180,000 to $200,000 CAD / year
- Full-time
Added 17 mins ago
GC
Coordinator, Amateur Championships
Golf Canada
Caledon, ON
- Full-time
…information about what Golf Canada is doing to support golf in your community, visit…
Added 17 mins ago
AP
Senior Staff Accountant – Full Time
Alex Pizzimenti CPA Professional Corporation
Vaughan, ON
- Full-time
Added 17 mins ago
N
Journeyperson Heavy Duty Mechanic
Nutrien
Saskatoon, SK
- Full-time
Ability to work 4x10 day shift
Added 18 mins ago
S
Intern, Business Analysis & Project Coordination (8 Months)
Seaspan
North Vancouver, BC
- Full-time
Please submit your Resume, Cover Letter and Academic Transcript as one PDF document.
Added 18 mins ago
S
Intern, Data Engineering (4 Months)
Seaspan
North Vancouver, BC
- Full-time
Please submit your Resume, Cover Letter and Academic Transcript as one PDF document.
Added 32 mins ago
N
Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 33 mins 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 33 mins ago
JF
Child Protection Worker 12- Month Contract
Jewish Family and Children's Services
Toronto, ON · North York, ON
- Full-time
Added 33 mins ago
Rail Loader
Wallenius Wilhelmsen
BC · Annacis, British Columbia, Canada
Obtain and submit your driver’s abstract from ICBC.
Added 47 mins ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
…an alternative process or a reasonable accommodation, please submit a request through our Contact Us form or call 1-800-667-0403 in Canada and 1-800-667-3930 in the US to let us know the…
Added 47 mins ago
R|
Clinical Research Coordinator - Regulatory Affairs (CIM)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
If you wish to include a cover letter, please attach it with your resume in one document. ***

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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Work requirements

Jobs in Canada