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Added 9 mins ago
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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 10 mins ago
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Spécialiste bilingue des applications cliniques - Surveillance des patients en milieu hospitalier (poste sur le terrain au Québec)
Philips
Montreal, QC
- Full-time
Added 10 mins ago
VC
Regional Trainer, Canada
Van Cleef & Arpels
Toronto, ON
- Full-time
3-5 years’ experience in Training/Learning & Development
Added 10 mins ago
R&
Executive Housekeeper - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- $62,000 CAD / year
- Full-time
Create a positive atmosphere for learning and development within the housekeeping team.
Added 10 mins ago
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Management Trainee
Enterprise
New Minas, NS
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 10 mins ago
FB
Assistant Department Manager - Collingwood
Farm Boy Inc.
Collingwood, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 10 mins ago
VI
Executive Assistant to the President
Vancouver Island University
Nanaimo, BC
- $82,083 to $93,276 CAD / year
- Full-time
…operations and its role in the community. Reporting to the Office Manager, the Executive Assistant to the President is a key member of the President's leadership team, providing…
Added 10 mins ago
A
Community Manager - AntiSocial
AntiSocial
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
We’re looking for a Community Manager to join our Toronto team. You'll be the voice behind some exciting brands, helping build engaged online communities and creating meaningful…
Added 10 mins ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 10 mins ago
FB
Assistant Department Manager - GTA East
Farm Boy Inc.
Barrie, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 10 mins ago
IF
Assistant Branch Manager
Investia Financial Services
Vancouver, BC
- Full-time
The Assistant Branch Manager is a full-time, on-site position based in Vancouver B.C. This role works closely with the Branch Manager in supporting the overall operation, development, and…
Added 10 mins ago
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Manager, Information Security Risk
FCT
Oakville, ON
- Full-time
As the Manager, Information Security Risk, you will lead the assessment, governance, and oversight of information security risks across enterprise technology initiatives, with a primary…
Added 10 mins ago
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Senior Technology Specialist, Integration
Equitable
Waterloo, ON
- $85,000 to $110,000 CAD / year
- Full-time
Career Growth: Regular learning sessions and development opportunities
Added 10 mins ago
E
Management Trainee
Enterprise
Strathroy, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 10 mins ago
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Associate - Equity Derivatives TDS
BMO
Toronto, ON · FCP
- Full-time
Acts as primary back-up to team members and as back-up to the manager.
Added 10 mins ago
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Regional Trainer, Canada
Richemont
Toronto, ON
- Full-time
3-5 years’ experience in Training/Learning & Development
Added 10 mins ago
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Senior IT Talent Acquisition Specialist
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Be primary recruiter on several complex or niche roles and/or lead project development initiatives, while partnering closely with the Human Resources & Talent Manager on priorities,…
Added 10 mins ago
GA
Communications Manager, Canada
G Adventures
Toronto, ON · Base Camp - Toronto, Canada
- Full-time
…across key markets. This role leads media relations, content development and regional communications initiatives, ensuring alignment with global strategies while addressing local market…
Added 10 mins ago
E
Engineering Manager - Pricing, Depop
eBay
Toronto, ON
- Full-time
We're looking for a Toronto-based Engineering Manager to lead our new Pricing - Buyer Value squad, part of our wider Pricing initiative within the Supply pillar. This is a new team, working…
Added 10 mins ago
Bilingual Customer Service Specialist
The Canada Life Assurance Company
Montreal, QC
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 10 mins ago
Business Analyst
Government of Alberta
AB
As a Business Analyst, you will be recognized for your business and technical expertise on system development, maintenance and enhancement initiatives. You will be required to handle daily…
Added 10 mins ago
ST
Senior Associate, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Your Future: RRSP Matching Program, Professional Development Reimbursement
Added 10 mins ago
Manager - Violence Prevention, Intervention & Response Program
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Director, Violence Prevention, Intervention and Response Program (VIPR), the Manager provides leadership for the strategic direction for the Violence Prevention,…
Added 10 mins ago
Youth Health Centre Coordinator - Public Health (Bilingual)
Nova Scotia Health and IWK Health
Antigonish, NS
Reporting to the Manager Healthy Communities, the Youth Health Centre Coordinator (YHCC) is an active member of the Healthy Communities Public Health Team and works within the Public Health…
Added 10 mins ago
Snr Brand & Marketing Manager
Bosa Properties Inc.
Vancouver, BC
Bosa Properties Inc. (“BPI”) is an end-to-end real estate company offering human-centered solutions for property development and management. Based out of Vancouver, Canada, our team of…

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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