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Added 9 mins ago
HP
Application Support Analyst
Helical Pile Solutions Ltd.
Calgary, AB
- Full-time
We are seeking an experienced Application Support Analyst to join our growing team. This position will be based out of one of our Calgary office locations. Reporting directly to the Team…
Added 9 mins ago
A
Senior Manager
Ashling
Toronto, ON
- $125,000 to $140,000 CAD / year
- Full-time
As a Senior Manager, you will lead multiple project teams and workstreams within complex client engagements. You’ll be accountable for successful delivery, client value, project quality,…
Added 9 mins ago
ME
Senior Accountant, Public Company Audit and Assurance
Manning Elliott LLP
Vancouver, BC
- $70,000 to $95,000 CAD / year
- Full-time
Support team and firm-wide initiatives related to quality, process improvement, and professional development
Added 9 mins ago
H
Senior Estimator
Hays
Surrey, BC
- $130,000 to $150,000 CAD / year
- Full-time
I’m working with an established construction company in the Lower Mainland that is looking to add an experienced Estimator to its team.
Added 9 mins ago
WC
(CAN) Stocking 3 Team Lead
Walmart Canada
Edson, AB
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the General Merchandise Coach and the Store Management Team.
Added 9 mins ago
N
Staff / Principal Embedded Systems Engineer
Nexia
MB · Manitoba, Canada
- Full-time
Lead platform-level Android development, including AOSP, frameworks, HALs and system services.
Added 9 mins ago
OT
Structural Design Coordinator
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Act as the primary liaison between the Construction Team and the Structural Design Team to manage and resolve design-related issues that arise during project execution.
Added 9 mins ago
FC
Operations Supervisor
FedEx Canada
Dorval, QC
- Full-time
…Cargo Handlers (CH) staff within a station. Responsible to lead and guide employees in proper package handling, routing and recovery of potential service failures within the station sort…
Added 9 mins ago
OT
Assistant Superintendent (Night Shift)
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Ability to quickly identify problem situations, evaluate alternative causes, produce workable solutions and lead a large team to successful completion.
Added 9 mins ago
CK
Human Resources Team Lead
Canadian Kraft Paper Industries Ltd
The Pas, MB
- Full-time
…activities for all functional HR duties including, training and development, employee engagement, employment standards, payroll, labour relations and being the champion for guiding company…
Added 9 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Vegreville, AB
- $15 CAD / hour
- Full-time
…skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive customer…
Added 10 mins ago
R&
Executive Housekeeper - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- $62,000 CAD / year
- Full-time
Foster an inclusive culture where all team members feel valued, appreciated for their contributions, and offered opportunities for growth and development.
Added 10 mins ago
HB
React Engineer - Montreal - Up to $200,000 CAD + Exceptional Bonuses/Benefits
Hunter Bond
Montreal, QC
- Full-time
Highly respected, hands-on Tech Lead you can collaborate with as a peer
Added 10 mins ago
C
CNC Machine Operator - Precision Equipment
CyberCoders
Chatham, NB
- $30 to $32 CAD / hour
- Contract
A well-established global manufacturer is seeking a CNC Machine Operator to join its growing team in Blenheim, Ontario. This is an excellent opportunity for a machinist who enjoys working…
Added 10 mins ago
EV
Lead, Vegetation (Ecologist)
Elk Valley Resources
Sparwood, BC
- $108,000 to $127,000 CAD / year
- Full-time
As a member of EVR's multidisciplinary reclamation team, this role works closely with reclamation planners, research specialists, operational teams, Indigenous Nations, regulators,…
Added 10 mins ago
B
Interior deisgner (Office planner)
BPA
Longueuil, QC
- Full-time
BPA is more than an engineering firm - it’s a passionate team shaping the buildings and infrastructure of tomorrow. With offices across Canada, our expertise in sustainable design and…
Added 10 mins ago
C
Sr. Client Engagement Associate [Hourly]
CIBC
Owen Sound, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll use your expertise in financial services products and customer service to help clients as they manage their day-to-day banking…
Added 10 mins ago
FB
Assistant Department Manager - Collingwood
Farm Boy Inc.
Collingwood, ON
- $21.5 CAD / hour
- Full-time
Support team development through training, coaching, motivation, and recognition while maintaining a high level of trust, confidentiality, and professionalism.
Added 10 mins ago
VI
Executive Assistant to the President
Vancouver Island University
Nanaimo, BC
- $82,083 to $93,276 CAD / year
- Full-time
…the President is a key member of the President's leadership team, providing confidential, high-level administrative support while managing the President's schedule and daily…
Added 10 mins ago
FC
Acct Exec – Strategic Dev - BSI
FedEx Canada
Mississauga, ON
- Full-time
FedEx). Acts as team lead and assists manager in providing coaching/training/etc. to junior/new staff members and assumes responsibility for additional tasks/duties as assigned.
Added 10 mins ago
FB
Assistant Department Manager - GTA East
Farm Boy Inc.
Barrie, ON
- $21.5 CAD / hour
- Full-time
Support team development through training, coaching, motivation, and recognition while maintaining a high level of trust, confidentiality, and professionalism.
Added 10 mins ago
CC
Technical Program Engineer
Carlson Construction Group
North Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
We are seeking an experienced and driven Technical Program Engineer to join our team in North Vancouver and play a key role in shaping the future of our growing operation.
Added 10 mins ago
F
Manager, Information Security Risk
FCT
Oakville, ON
- Full-time
…opportunity to grow both personally and professionally in a team-oriented environment, you'll enjoy a career with us! We understand that fostering a diverse and inclusive environment is…
Added 10 mins ago
E
Automotive Detailer - Car Washer - Bowmanville
Enterprise
Bowmanville, ON
- Full-time
Enterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer. This position pays $18.25 / hour and is located at 83 MEARNS COURT…
Added 10 mins ago
TC
Retail Full Time Merchandise Processing Coordinator-Winners/Homesense Georgetown
TJX Canada – Winners, Marshalls, HomeSense
Georgetown, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…

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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