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Added 14 mins ago
A
Customer Service Representative - ACX Waverley
AutoCanada
Winnipeg, MB
- $40,000 to $45,000 CAD / year
- Other
Exceptional customer service and problem-solving skills
Added 14 mins ago
L
.AEDN - Préposé(e) à l’entretien d’un immeuble / Residential Building Cleaner
Lamour
Montreal, QC
- Part-time
Good communication and customer service skills
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P
Spécialiste bilingue des applications cliniques - Surveillance des patients en milieu hospitalier (poste sur le terrain au Québec)
Philips
Montreal, QC
- Full-time
Utiliser des compétences exceptionnelles en matière d'organisation et de service client pour offrir un soutien avant-vente et offrir de la formation après-vente sur l’utilisation des…
Added 14 mins ago
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Application Analyst
Amyantek
AB · Alberta, Canada
- Contract
Deliver applications programming and analysis tasks as part of a system development process as well as provide application support, maintenance and enhancements. A System Analyst applies a…
Added 14 mins ago
UI
Inside Sales Specialist
UAP Inc.
Dryden, ON
- $56,100 to $70,100 CAD / year
- Full-time
At NAPA, we are driving the future of the auto parts industry with unmatched service and innovative solutions. Our passionate sales team is at the heart of our success, dedicated to…
Added 14 mins ago
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Cashier
Farm Boy Inc.
Burlington, ON
- $18 CAD / hour
- Part-time
Deliver warm, confident, and engaging customer service that reflects Farm Boy’s commitment to the best fresh shopping experience.
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.AEDN - Agent(e) de location / Leasing Agent
Lamour
Montreal, QC
- Full-time
Provide excellent customer service to current and prospective tenants
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WC
(CAN) Consumables Associate
Walmart Canada
Squamish, BC
- Full-time
…skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the…
Added 14 mins ago
TC
Retail Store Associate Part time Seasonal - Winners
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
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SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrated commitment to customer service and teamwork.
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SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrated commitment to customer service and teamwork.
Added 14 mins ago
SM
Storeperson
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Excellent communication, customer service, teamwork, and collaboration skills.
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WC
Meat Associate FT
Walmart Canada
Medicine Hat, AB
- Full-time
…fast‑paced retail environment. In this role, you deliver outstanding customer service by living Walmart’s values, keeping the meat department clean, organized, and well‑stocked, and…
Added 14 mins ago
WC
(CAN) Préposé au déchargement
Walmart Canada
Lachute, QC
- Full-time
…fast‑paced retail environment. In this role, you play a key part in keeping the store running smoothly by unloading trailers, processing merchandise, and moving pallets to the sales floor,…
Added 14 mins ago
WC
(CAN) Préposé au déchargement
Walmart Canada
Victoriaville, QC
- Full-time
…fast‑paced retail environment. In this role, you play a key part in keeping the store running smoothly by unloading trailers, processing merchandise, and moving pallets to the sales floor,…
Added 14 mins ago
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Seafood Clerk Part Time Day
Fortinos Supermarket Ltd
Bolton, ON
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 14 mins ago
BM
Child Care Attendant - Year-Round - Occasional
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
…environment where little ones can explore, grow, and shine. You’ll be part of a supportive team that values creativity, collaboration, and big…
Added 14 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Barrie, ON
- Full-time
…fast‑paced retail environment. In this role, you play a key part in keeping the store running smoothly by unloading trailers, processing merchandise, and moving pallets to the sales floor,…
Added 14 mins ago
WC
(CAN) Dairy Frozen Associate overnights Fulltime
Walmart Canada
Mount Pearl, NL
- Full-time
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a clean, organized, and well zoned Dairy/Frozen department, and…
Added 14 mins ago
TO
Customer Care Representative
The Ontario SPCA and Humane Society
Port McNicoll, ON
- $20 CAD / hour
- Full-time
Position: We are seeking a Customer Care Representative to provide superb customer service to the public, including donors and volunteers, and ensure compliance with the Centre’s policies…
Added 14 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrated commitment to customer service and teamwork.
Added 14 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Sudbury, ON
- Full-time
…fast‑paced retail environment. In this role, you play a key part in keeping the store running smoothly by unloading trailers, processing merchandise, and moving pallets to the sales floor,…
Added 14 mins ago
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Community Manager - AntiSocial
AntiSocial
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
…content production for leading brands around the world. As part of the Thinkingbox family, we bring creativity, collaboration, and innovation to everything we do. At AntiSocial, you’ll join…
Added 14 mins ago
WC
(CAN) Associé, épicerie
Walmart Canada
Quebec, QC
- Full-time
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, keeping the grocery area clean, organized, and well zoned, and supporting stocking…
Added 14 mins ago
KB
Insurance Broker – Personal & Commercial Lines | Commission-Based | Hybrid
KMI Brokers Inc.
Mississauga, ON
- Contract
Flexible schedule – Full-time or part-time opportunities

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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