As of November 12, 2026, Jobsy lists 2 wealth planning consultant jobs in Waterloo, ON. The most active employers are Bank of Montreal and BMO Nesbitt Burns Inc.. Skills often requested: decision making, financial planning, problem solving and collaboration.
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1+ YOEBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.
1+ YOECandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.
Financial planning software
Common questions
Who is hiring wealth planning consultants?
Bank of Montreal (4) and BMO Nesbitt Burns Inc. (4).
What skills do wealth planning consultant jobs ask for?
Postings most often mention decision making, financial planning, problem solving, collaboration, communication skills, strategic planning, presentation skills and sales department processes.