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Added 10 mins ago
J
Senior Strategic Sales Manager (m/f/d)
Jobgether
Canada
- Contract
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Strategic Sales Manager (m/f/d) based in Canada.
Added 10 mins ago
B
HR Business Partner - Talent & Employee Relations
Bimeda
Cambridge, ON
- Full-time
Conduct workplace investigations, including workplace conflict, harassment and workplace violence assessments, from interviews through findings and recommendations, and support the Director…
Added 10 mins ago
A
Responsible AI Oversight Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
As ATB’s next Responsible AI Oversight Manager, you will act as the front door for ATB's AI intake and assessment process, reporting to the MD, AI Strategy Alignment & Oversight. This role…
Added 10 mins ago
A
Branch Manager, Carstairs
ATB
Carstairs, AB
- Full-time
As ATB’s next Branch Manager, you are a leader and innovator in the community. You're a creative problem solver with an entrepreneurial spirit and a passion for making a difference through…
Added 10 mins ago
A
AI Literacy and Community Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
As ATB’s next AI Literacy and Community Manager, you will build and scale enterprise-wide AI literacy, capability, and community engagement across ATB Financial. Through strategic…
Added 10 mins ago
T
Personal Banking Associate Trainee (Mandarin or Cantonese Language Skills an asset)
TD
Richmond, BC
- Full-time
Added 10 mins ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
The Social Media Surveillance Office (SMSO) reports to the Manager, Social Media Surveillance, Wealth Advice Business Controls. This role helps Wealth businesses across Canada use social…
Added 10 mins ago
T
Customer Experience Associate - Spanish Language Skills an Asset
TD
Burnaby, BC
- Part-time
…career, development, and performance conversations with your manager, as well as…
Added 10 mins ago
W
Mechanical Design Specialist
Worley
Oakville, ON
- Full-time
Advising the Discipline Lead and Project Manager about status of assignment(s) with respect to schedule, budgets, delays, and adverse problems.
Added 10 mins ago
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Senior Mechanical Engineer
Worley
Markham, ON
- Full-time
…decision-making. In Worley Canada East, you will report to the Manager of the Mechanical and Piping Engineering Department, and you will work on various minerals, mining, metals, oils, gas…
Added 10 mins ago
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Manager I, Inside Sales
Worley
Calgary, AB · Edmonton, AB · Markham, ON · Oakville, ON · Sarnia, ON · Toronto, ON
- Full-time
We are currently recruiting for a Inside Sales Manager. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Calgary, Edmonton, Toronto,…
Added 10 mins ago
SC
district manager, North York, ON
Starbucks Coffee Company
Toronto, ON
- $84,300 to $111,250 CAD / year
- Full-time
As a District Manager you enjoy the journey of developing extraordinary Store Managers, creating great customer experiences, impacting growth across Starbucks stores and being part of local…
Added 16 mins ago
Clerk III
Treasury Board Secretariat
St. John's, NL
Reporting to the manager and supervisors of Accounts Payable and Receivable Processing, the Clerk III position will be responsible for a variety of accounts payable processing activities.…
Added 20 mins ago
Senior Systems Analyst (Power Platform Developer)
Office of the Chief Information Officer
St. John's, NL
Reporting to the Design & Delivery Manager (DevOps), the Senior Systems Analyst will work within a fast-paced, dynamic environment in designing, developing, implementing, and maintaining…
Added 24 mins ago
NS
Environmental Services Worker - Environmental Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Internship
Reporting to the Assistant Manager - Facility Support Services, the Environmental Service Worker maintains a clean, safe, and functional environment for patients, families, staff and…
Added 24 mins ago
WI
Executive Housekeeper - The Wickaninnish Inn
Wickaninnish Inn
Tofino, BC
- Full-time
Be responsible and accountable for the actions of the housekeeping team, working as a “hands-on manager” to meet or exceed guest expectations.
Added 24 mins ago
CO
Food Services Worker
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
A vulnerable sector check is required for this position and will be requested by the Hiring Manager should you be the candidate of choice. Please do not submit your vulnerable sector check…
Added 24 mins ago
AG
Sr. Analyst, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
Added 39 mins ago
DW
Assistant Manager Quality Assurance
Durabuilt Windows & Doors
AB · Edmonton, AB
- Full-time
The Quality Assurance Assistant Manager supports the execution and continuous improvement of the Quality Management System (QMS), ensuring product quality, regulatory compliance, and…
Added 39 mins ago
BH
Building Manager II - Resident (Lower Mainland)
BC Housing
Vancouver, BC
- Full-time
BUILDING MANAGER II - RESIDENT (REDWOOD MEWS)
Added 39 mins ago
NS
Mammography Technologist - Diagnostic Imaging
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Manager of Diagnostic Imaging, The Mammography Technologist is responsible for the delivery of patient centered care while operating mammographic and/or sonographic…
Added 39 mins ago
HE
Project Supply Chain Manager
Hitachi Energy
Montreal, QC · Saint-Laurent, QC
- Full-time
Benefit from paid leave and workplace flexibility in accordance with company policies.
Added 39 mins ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Truro, NS
- Full-time
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients in a tertiary care setting who present with actual or potential impairment, pain,…
Added 55 mins ago
HM
Metallurgy Technician - FIFO from Western Canada
Hecla Mining Company
Elsa, YT
- Internship
Ensuring the safety and health of themselves and others in the workplace by being responsible for their actions and taking due care while performing their work.
Added 55 mins ago
UO
Program Manager, Workforce Development & Employer Engagement, UC Clermont College
University of Cincinnati
Clermont, QC
- Full-time
Serve as project manager for assigned workforce development initiatives within Career Services and Academic Affairs, coordinating faculty, staff, employers, community partners, timelines,…

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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