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Added 23 mins ago
CP
restaurant manager
Cosmic Pizza & Donair
AB · Edmonton, AB
- Full-time
Added 24 mins ago
SA
Assistant Restaurant Manager
SSP America
Richmond, BC
- Full-time
We’re looking for an Assistant Restaurant Manager who thrives in high-volume environments, leads from the floor, and partners closely with both the Restaurant General Manager and Kitchen…
Added 24 mins ago
SS
restaurant manager
Subway Sandwiches
Guelph, ON
- Full-time
Added 24 mins ago
KS
restaurant manager
Kesar Sweets & Restaurant
Brampton, ON
- Full-time
Added 24 mins ago
SA
Assistant Restaurant Manager
SSP America
Richmond, BC
- Full-time
We’re looking for an Assistant Restaurant Manager who thrives in high-volume environments, leads from the floor, and partners closely with both the Restaurant General Manager and Kitchen…
Added 24 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 54 mins ago
*New Store Opening* - Chinook, Calgary, Canada
Reformation
Calgary, AB
Are you passionate about retail, delivering exceptional customer service, and being part of something new and exciting? We're opening a brand-new store, and we're looking for dynamic,…
Added 54 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
North Vancouver, BC
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 54 mins ago
PP
Health care aide Temporary 7am to 1:30pm/ 3pm
Park Place Seniors Living
AB
- Part-time
Under the direction of the Registered Nurse and Licensed Practical Nurse and supervision by the Resident Care Manager, the Health Care Aide (HCA) provides direct personal and nursing care…
Added 1 hour ago
VH
Senior Product Manager
Vireo Health
Remote, Canada
- Full-time
- Remote
We're looking for a Senior Product Manager to take on our most important product problems. You'll work across a variety of areas, including the consumer app, internal tools, retail, and…
Added 1 hour ago
SC
Sales Associate
Staples Canada
Fort St. John, BC
- Full-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 1 hour ago
WC
Cashier
Walmart Canada
Saskatoon, SK
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Surrey, BC
- Internship
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 1 hour ago
Pharmacy Assistant - Part Time - Duncan
Walmart Canada
Duncan, BC
…team player. They are a key member in the delivery of superior customer…
Added 1 hour ago
LH
Job Title Shelter Resource Worker
Lookout Housing + Health Society
Surrey, BC
- Internship
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Completion of a Basic Cardiac Life Support (BCLS) program.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Completion of a Basic Cardiac Life Support (BCLS) program.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Completion of a Basic Cardiac Life Support (BCLS) program.
Added 1 hour ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Surrey, BC
- Internship
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 1 hour ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Milton, ON
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
AU
Security Guard
Allied Universal
Toronto, ON
- $19 CAD / hour
- Full-time
…security services. This role is ideal for individuals with strong customer service skills, a professional demeanor, and willing to work with a dynamic…
Added 1 hour ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Duncan, BC
- Internship
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 1 hour ago
CW
Inside Sales Account Executive
Canada's Wonderland
Vaughan, ON
- Full-time
Coordinate with cross-functional teams to support customer needs
Added 1 hour ago
AU
Account Manager
Allied Universal
AB · Edmonton, AB
- $24 CAD / hour
- Full-time
Allied Universal is seeking an experienced Account Manager - Full-Time in Acheson, AB As an Account Manager at Allied Universal®, the Account Manager job is accountable for day-to-day…
Added 1 hour ago
HI
Commercial Lines Account Associate, Professional Liability
HUB International
Markham, ON
- Full-time
We’re looking for a strong Commercial Account Associate to support our professional liabilities accounts in Markham. This role involves working closely with Senior Team members of the…

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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