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Added 12 mins ago
A
Solution Architect
Aviso
Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
…partner with business stakeholders and solutioning teams to lead and drive the implementation of technology solutions incrementally towards the enterprise architectural…
Added 12 mins ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
Reporting to the Director of Product Management, the Senior Product Manager will lead the Advisor Hub product family and directly own Advisor Hub ACP, which serves advisors at ACP…
Added 12 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
…cross-functional teams; building trust and encouraging inclusion. You will lead your team towards peak performance, providing regular coaching, removing roadblocks, and providing the…
Added 12 mins ago
A
Total Rewards Manager
Aviso
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
Lead Aviso's annual compensation planning process, including the review and planning of salary adjustments and incentive awards. Partner cross-functionally with Finance and other…
Added 12 mins ago
A
Senior DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $135,000 CAD / year
- Full-time
Lead the design, documentation, and evolution of CI/CD pipelines and configuration management practices across environments, ensuring scalability, security, and reliability
Added 12 mins ago
TC
Director of Financial Planning and Analysis
Trindent Consulting
Toronto, ON
- $150,000 to $250,000 CAD / year
- Full-time
Trindent Consulting is seeking a Director of Financial Planning & Analysis to lead the evolution of Finance from a predominantly transactional accounting function into a commercially…
Added 12 mins ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
Lead end-to-end development of software modules, ensuring adherence to coding standards, architectural principles, and best practices
Added 12 mins ago
W
Director, Information Technology and Security
WorkplaceNL
St. John's, NL
- Full-time
You will lead WorkplaceNL’s technology operating model, including technical and support services, application development, information management and cybersecurity. You will oversee…
Added 12 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Hodgeville, SK
- Full-time
Ability to lead, mentor, and support staff in a collaborative team environment
Added 12 mins ago
GO
Executive Director-Trade Policy
Government of New Brunswick
Fredericton, NB
- Full-time
…Policy. In this key leadership role, the Executive Director will lead a small team of trade policy professionals dedicated to advancing New Brunswick’s economic and trade interests. You…
Added 12 mins ago
AW
Director, Content and External Communications
Aviso Wealth
Remote, Canada
- $135,000 to $160,000 CAD / year
- Full-time
- Remote
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through…
Added 27 mins ago
Word/Data Processing Clerk III - Police Seized Vehicle Section - Floor Supervisor
City of Edmonton
AB
Demonstrated ability to lead and motivate employees.
Added 41 mins ago
MH
Project Delivery Team - Project Manager
Manitoba Hydro
Winnipeg, MB
- Full-time
Lead, manage, and assign Project Managers to support them to build effective project teams and to successfully execute projects. Including design, procurement, construction, commissioning…
Added 42 mins ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
The Director will lead a high-performing research team responsible for advancing analytical capabilities, strengthen manager relationships, and enhancing investment performance, to support…
Added 42 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Lead annual sales compensation planning and implementation cycle, including plan design, modelling, approvals, stakeholder engagement, communications, and rollout
Added 42 mins ago
T
Software Engineer II - Senior IVR Developer
TD
Toronto, ON
- Full-time
…experience in the assisted service channels (IVR) and will lead the organization in adopting increasingly advanced…
Added 57 mins ago
JI
Scheduler
J.D. Irving, Limited
Dartmouth, NS
- Full-time
…Limited, you are part of a dynamic team of professionals who lead with integrity and are passionate about delivering results. With a culture that nurtures talent and creates an inclusive…
Added 57 mins ago
JI
Maintenance Planner
J.D. Irving, Limited
Halifax, NS
- Full-time
…Limited, you are part of a dynamic team of professionals who lead with integrity and are passionate about delivering results. With a culture that nurtures talent and creates an inclusive…
Added 1 hour ago
TT
Manager, Project Controls (14009)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
Ready to lead project controls for one of North America's largest transit capital portfolios? Join the TTC's Engineering, Construction & Expansion (ECE) Project Management Office and play a…
Added 1 hour ago
OC
SCADA Technician
Oxford County
Woodstock, ON
- Full-time
Added 1 hour ago
MH
Project Delivery Team - Project Manager
Manitoba Hydro
Winnipeg, MB
- Full-time
Lead, manage, and assign Project Managers to support them to build effective project teams and to successfully execute projects. Including design, procurement, construction, commissioning…
Added 1 hour ago
CF
AI-Assisted Cold Caller, Commission Only (Hybrid, North York)
Canadian Funding
Toronto, ON
- Full-time
Added 1 hour ago
TT
Project Manager, Renewable Energy Programs (14011)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
Ready to help lead TTC's transition to a zero-emission future? We are seeking an experienced Program Manager, Renewable Energy Programs to oversee a portfolio of complex, multi-year capital…
Added 1 hour ago
A
Director, Content and External Communications
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
Leadership - You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through…
Added 1 hour ago
RM
Manager Fleet Facilities & Inventory Services
Regional Municipality of Peel
Brampton, ON
- Other
Lead the planning, maintenance, lifecycle management, and replacement of Region-owned fleet assets, equipment, facilities, and inventory to ensure safe, reliable, and cost-effective service…

BMO

Wealth Planning Consultant, Private Wealth

Waterloo, ON, Canada
MARS, Canada

$65,000.00 - $115,000.00 · Full-time

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Job details

Pay: $65,000.00 - $115,000.00
Job type: Full-time
Apply by: Dec 30, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

Application Deadline:

12/29/2026

Address:

20 Erb Street West

Job Family Group:

Wealth Sales & Service

Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.

Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
Develops internal/external networks and referral sources to grow business within the assigned region.
Ensures that the region's client experience standards for financial planning and client relationship development are met.
Acts as a trusted advisor to assigned business/group.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Works closely with Investment Advisors in the development and delivery of HNW management solutions.
Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.
Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
Builds effective relationships with internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Generally, the WPC is lead planner for clients with $2 million plus in investable assets with ability to take on larger client portfolios, as required.
Generally, the SWPC is lead planner for clients with $5 million plus in investable assets with ability to take on larger client portfolios with increased complexity, as required.
Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.
SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
Experience in selling to Investment Advisors or HNW clients.
Experience in financial planning is an asset.
CFP designation (IQPF in Quebec).
MBA considered an asset.
LL.B/LL.L/LL.M is considered an asset.
Life Insurance designation is considered an asset.
Working knowledge of financial planning software.
Trust & Estate Practitioner.
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 problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Base compensation will start at $115,000 plus discretionary annual bonus and increase with experience and qualifications.

This is a planned recruitment for future vacancies.

Salary:

$65,000.00 - $115,000.00

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.

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More about this job

Responsibilities

The Wealth Planning Consultant provides advanced financial planning and wealth strategy guidance to high-net-worth clients in partnership with Investment Advisors. They are responsible for conducting discovery processes, developing complex financial plans, and driving business growth through strategic client engagement.

Requirements

Candidates must possess a post-secondary degree and 1-5 years of relevant experience in financial planning or sales to high-net-worth clients. A CFP designation is required, while an MBA, LL.B, or Life Insurance designation are considered strong assets.

Skills

Wealth planning
Financial planning
Investment advisory
High net worth client management
Tax planning
Estate planning
Succession planning
Consultative selling
Relationship management
Data analysis
Strategic planning
Coaching
Risk management
Financial analysis
Presentation skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
HNW
UHNW
Investment Advisor
CFP
IQPF
MBA
LL.B
Estate Planning
Taxation
Succession Planning
Philanthropy
Risk Management
Client Relationship
Business Growth
Strategic Planning
Consulting
Financial Software
Trust & Estate Practitioner

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