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Added 14 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 28 mins ago
S
Channel Development Manager
Survalent
Brampton, ON
- Full-time
The grid is transforming - and you could be at the center of it. Survalent is looking for a Channel Development Manager to build and grow the partner ecosystem behind some of North…
Added 28 mins ago
S
Channel Development Manager
Survalent
Milton, ON
- Full-time
The grid is transforming - and you could be at the center of it. Survalent is looking for a Channel Development Manager to build and grow the partner ecosystem behind some of North…
Added 28 mins ago
S
Channel Development Manager
Survalent
Oakville, ON
- Full-time
The grid is transforming - and you could be at the center of it. Survalent is looking for a Channel Development Manager to build and grow the partner ecosystem behind some of North…
Added 28 mins ago
DG
Call Center Manager - Phone Support, Technical QA & Training
DBNC Group Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Customer Support Operations Manager - Phone Support, Technical QA & Training
Added 28 mins ago
Territory Manager, CAD/CAM Alberta
Dentsply Sirona, Inc
BC · Canada Home Office, BC
Collaborate and co-travel with dealer sales representatives and technical staff to increase Equipment sales
Added 44 mins ago
CO
Water Consultant
Culligan of Canada
Saskatoon, SK
- $60,000 to $100,000 CAD / year
- Full-time
Communicate with the Sales Manager on leads and scheduled appointments.
Added 44 mins ago
KC
Financial Services Advisor
Kindred Credit Union
New Hamburg, ON
- Full-time
Reporting to the Branch Manager, in this role you will bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet…
Added 44 mins ago
Senior Account Manager
The Trade Desk
Toronto, ON
The scale of our platform brings unique technical challenges - from processing massive datasets in real time to building systems that operate reliably on a global scale. When you work here,…
Added 44 mins ago
BI
Field Service Representative,
Baxter International Inc.
AB · Edmonton, AB
- Full-time
Work effectively with FS Regional Manager, Field Service Representatives, and other functional areas within the company to enhance business performance and customer experiences.
Added 44 mins ago
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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 44 mins ago
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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 59 mins ago
TH
SPECIALITY ASSISTANT STORE MANAGER- OAKVILLE BURLOAK STORE
The Home Depot Canada
Oakville, ON
- Full-time
…their project needs quickly and fully. They work with the Store Manager to develop strategies and objectives to drive sales and profitability. They provide leadership to Associates so that…
Added 59 mins ago
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Senior Marketing E-Commerce Specialist
EZShop
Montreal, QC
- $60,000 to $85,000 CAD / year
- Full-time
…optimization into strategies that grow traffic, conversion, and sales. You'll work closely with our 360 experts (SEO and Ads specialists), our web team, and our account managers, and act as…
Added 59 mins ago
TH
DIRECTEUR ADJOINT DE MAGASIN, VENTES SPÉCIALES
The Home Depot Canada
Oakville, ON
- Full-time
…their project needs quickly and fully. They work with the Store Manager to develop strategies and objectives to drive sales and profitability. They provide leadership to Associates so that…
Added 59 mins ago
O
Lead Client Success Manager
OpenText
Waterloo, ON
- Full-time
As a Lead Client Success Manager at OpenText, you’ll play a key role in helping SaaS clients progress from onboarding to adoption, measurable value realization, renewal and growth. You’ll…
Added 59 mins ago
SmartTrace Enterprise Technical Account Specialist
Chemelex
Edmonton, AB
Recognize customer needs for additional monitoring, materials, repairs or field services and refer opportunities to the Technical Account Manager or sales team.
Added 59 mins ago
GE
Project Manager
Groundwater Environmental Management Services (GEMS) Inc.
Concord, ON
- Full-time
We are currently seeking a Project Manager to join our team in Concord, ON!
Added 59 mins ago
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Manager, Consumer Products & Solutions
Visa
Toronto, ON
- Full-time
Visa is looking to fill vacant position Manager, Consumer Products & Solutions. The anticipated compensation range for this position is $120,670 CAD –$170,670 CAD per year, which includes…
Added 59 mins ago
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BMO Personal & Business Banking Development Program (New Graduate) - 2 Year Program
BMO
Toronto, ON · BMOPLACE
- Full-time
Support development and implementation of product strategies to drive sales of existing banking products, launch new products to market, optimize profitability and improve the customer…
Added 1 hour ago
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Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 1 hour ago
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Portfolio Manager (Commercial Banking)
BMO
Edmonton, AB · Calgary, AB
- Full-time
The Portfolio Manager role will be supporting the Dealer Finance group within Commercial Banking.
Added 1 hour ago
Meat Wrapper (Auburn Bay)
Calgary Co-op
Calgary, AB
…Cutter position reports directly to the Meat Supervisor/Meat Manager, and the main responsibilities…
Added 1 hour ago
Meat Cutter (Midtown)
Calgary Co-op
Calgary, AB
…Cutter position reports directly to the Meat Supervisor/Meat Manager, and the main responsibilities…
Added 1 hour ago
H
Industry Manager
Hays
Burlington, ON
- Full-time
Our client is looking for an Industry Manager, Mining, Minerals, & Metals to join our Group. Join a forward‑thinking, global leader and take charge of defining strategic direction,…

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