BU413 B - Personal Financial Planning and Management (Fall 2026)

Position Summary

:

The personal financial planning and management course deals with the organization of an individual's financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets, and liabilities to meet near and long-term goals and objectives. This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management,

investment planning, retirement planning and finally, estate planning. The method of instruction involves both lectures and cases

Qualifications – Required Academic Degree: Master of Finance; or MBA with specialization in Finance; or MBA with academic or professional experience in Finance.

Qualifications – Required Discipline: Finance

Qualifications – Required Areas of Specialization: Personal financial planning

Qualifications – Required Professional Designation: CFP

Qualifications – Other: None

Salary:

Application Deadline:August 6, 2026

Submit with Application:

Required for All Applicants

• CV (required)

Required for External Applicants

• Names and Contact Information for Referees
• Evidence of Good Teaching (eg., teaching evaluations)
• Verification of highest degree

Optional

• Cover Letter
• Teaching Dossier
• Sample Course Outline

Note: A Cover Letter is not expected (unless noted as required) as the CAF will include information that is typically included in a Cover Letter.

Applications may be addressed to:

To Apply:

Dr. Tony Tang

Department of Business,

Wilfrid Laurier University

Waterloo, Ontario

Please click the gold “Apply Now” button located on the top right hand side of the page.

You will be asked to sign in if you have already created an account. If you are not a registered user you may create an account to apply to career opportunities. Once an account is created you will be able to sign in to apply for the position.

This appointment is in accordance with the , for which the Wilfrid Laurier Faculty Association (WLUFA) is the exclusive bargaining agent.All applicants are assessed using both the “Appendix H: Assessment of CTF Candidates under 13.6.1” in the collective agreement and the . Candidates should review these documents and ensure the information required is easily accessible in the application.

Laurier's Waterloo, Kitchener, and Brantford campuses are on the shared traditional territory of the Neutral, Anishnaabe, and Haudenosaunee peoples. This land is part of the Dish with One Spoon Treaty between the Haudenosaunee and Anishnaabe peoples and symbolizes the agreement to share, protect our resources, and not engage in conflict. Laurier's Milton campus is located on the traditional territory of the Mississauga’s of the Credit, and part of the Nanfan Treaty of 1701 between the British Crown and the Haudenosaunee Confederacy.

Please Note:

Assessment of your application will be based primarily on the . The Part-time Appointment Committee is only required to review the CAF, Curriculum Vitae, and any specifically referenced pages in a supplemental document(s) to ensure fair assessment of each candidate.

is used to apply to an individual posting and must be submitted with each application. The completed form is to be uploaded with all other application materials by the deadline listed in the course posting. Refer to Appendix I of the for further guidance about completing the CAF and Appendix H for details on how this form will be scored.

For Supplementary Remuneration for marking and grading allowance, see Article 28.2, and coordination of large classes or multi-section courses, see Article 28.3

Pursuant to Article 13.5 of the Collective Agreement for Contract Teaching Faculty (CTF) and Part-time Librarians, all applicants shall apply electronically. Applications must be received by 23:59 local time of the date on the posting.

Wilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills, and abilities to successfully perform the duties of the position while demonstrating Laurier's Employee Success Factors.

Diversity and creating a culture of inclusion is a key pillar of Wilfrid Laurier University’s Strategic Academic Plan and is one of Laurier’s core values. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from qualified members of the equity-deserving groups. Indigenous candidates who would like to learn more about equity and inclusive programming at Laurier are welcome to contact the Office of Indigenous Initiatives at . Candidates from other equity-deserving groups who would like to learn more about equity and inclusive programming at Laurier are welcome to contract Equity and Accessibility at . We have strived to make our application process accessible, however if you require any assistance applying for a position or would like this job posted in an alternative format, please contact Faculty Relations at .

All qualified candidates are encouraged to apply; however, as per Canadian immigration laws, Canadians and permanent residents will be given priority. Members of the equity-deserving groups must self-identify to the appropriate Dean(s) to be considered for employment equity.

All course offerings will be contingent on adequate student registration and subject to budgetary funding.

Members of the Contract Teaching Faculty bargaining unit:

Should you be interested in learning more about this opportunity, please visit www.wlu.ca/careers for additional information and the online application system. All applications must be submitted online.

All applications shall be reviewed and considered under a set of criteria established by the part-time hiring committee. Only those applicants recommended for a position will be contacted.