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

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

Faculty/Academic Area: Lazaridis School of Business & Economics

Department: Business - Finance

Campus: Waterloo

Employee Group: WLUFA

Requisition ID: 11730

Position Title: BU413 A – Personal Financial Planning and Management (Fall 2026)

Term: Fall 2026 (Sept 1 - December 31)

Mode of Delivery: In-Person

Type of Instruction: Lecture

Anticipated Class Size: 90

Additional Course Requirements: None

Posted on: July 27, 2026

Posting ends: August 6, 2026

AI tools will be used in the hiring process: No

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

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

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 Candidate Application Form (CAF) . 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.

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 indigenous@wlu.ca . 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 equity@wlu.ca . 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 FacultyRelations@wlu.ca .

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:

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