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Added 14 mins ago
LC
Apparel Specialist, Joe Fresh
Loblaw Companies Limited
Montreal, QC
- Full-time
…Brand standards and to create a positive experience for the customer. This includes the on-the–job component of new Manager Training as well as standards and processes they relate to the…
Added 14 mins ago
B
Manager, Customer Experience & Transformation
BMO
Toronto, ON · BMOPLACE
- Full-time
The Manager, Customer Experience & Transformation puts the customer at the centre of process design and continuous improvement. The role analyzes customer complaints, surveys and NPS…
Added 14 mins ago
B
National Director, Wills and POA
BMO
Toronto, ON · FCP
- Full-time
…governance model, provide technical expertise and escalation support, and drive initiatives that enhance client experience, operational effectiveness, and business…
Added 14 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Calgary, AB · CALG
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 14 mins ago
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Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
…disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client…
Added 14 mins ago
B
Digital Product Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 14 mins ago
M
Category Manager
Mevotech
Toronto, ON
- Full-time
Reporting to the Director, Category Management, the Category Manager supports the development and execution of category strategies across Mevotech's full customer base in the United States…
Added 14 mins ago
WM
Box Truck Driver
Waste Management, Inc. (WM)
Winnipeg, MB
- Full-time
Provide the highest level of customer service to assigned accounts daily, communicating any issues to Transportation Manager/Supervisor or Dispatcher for resolution. This includes, but is…
Added 14 mins ago
BI
Medical Equipment Coordinator
Baxter International Inc.
Mississauga, ON · ON
- Full-time
…role serves as a key connection point between customers, field service teams, logistics partners, and internal operations teams to support equipment deployment, maintenance, and…
Added 14 mins ago
M
Manager, Transaction Operations
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Join our Procurement Operations team and play a critical role in delivering efficient, compliant, and customer-focused procurement services across North America. As Manager, Transaction…
Added 14 mins ago
B
Junior Software Developer, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
…advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality…
Added 15 mins ago
C
Full Time Credit Clerk II - Yorkton Admin
Co-op
Yorkton, SK
- Full-time
Reporting to the Credit Manager, you are primarily responsible for performing collection activities on assigned aging accounts which includes making calls, sharing letters and/or emails,…
Added 15 mins ago
TH
Caissier(ère) (temps partiel)
The Home Depot
Sherbrooke, QC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 15 mins ago
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Merchandising Associate - Part Time 3 Month Contract (NEWMARKET)
The Home Depot
Newmarket, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 15 mins ago
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Human Resources Manager- Windsor East
The Home Depot
Windsor, ON
- Full-time
Participate in Weekly Business Walks to support and coach leaders in order to enhance selling and service behaviors
Added 15 mins ago
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CUSTOMER EXPERIENCE MANAGER- MEDICINE HAT
The Home Depot
Medicine Hat, AB
- Full-time
Customer Experience Managers (CXM) are members of the store leadership and management team, overseeing execution of store standards across the entire store, including customer service,…
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ASSISTANT STORE MANAGER- GRAND PRAIRIE
The Home Depot
Grande Prairie, AB
- Full-time
Customers are acknowledged, Customer project needs are met, complaints are resolved, service is quick and efficient, store is properly stocked)
Added 30 mins ago
Instructional Assistant, Casual
NorQuest College
Edmonton, AB
Reporting to the Manager, Olson Centre for Health Simulation, the Instructional Assistant provides interdisciplinary instructional support to the simulation centre through simulation…
Added 30 mins ago
Assistant Sales Trainee Manager
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We’ll teach you how to excel at customer service, sales, and marketing, finance, and operations
Added 30 mins ago
QC - ASSISTANT STORE MANAGER
The Aldo Group Inc / Le Groupe Aldo Inc.
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As Assistant Store Manager, you’re the Store Manager’s right hand and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and…
Added 30 mins ago
CC#26-04-170, Finance Clerk- Truro Office
Nova Scotia Regional Centres for Education & CSAP
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-Provide responsive customer service and expert guidance on accounts payable processes, systems, policies, and self-service tools.
Added 30 mins ago
Tenant Support Worker
Lookout Housing and Health Society
Courtenay, BC
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 30 mins ago
Tenant Support Worker
Lookout Housing and Health Society
Courtenay, BC
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 30 mins ago
Client Service Processor
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Direct to Head Office (D2HO). The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails for…
Added 30 mins ago
Assistant Manager, Corporate Financial Reporting | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Great West is currently looking for an Assistant Manager, Corporate Financial Reporting to join our Great West Financial Performance & Reporting team. This is your opportunity to join one…

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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