Lead UHNW Wealth Planner & Advisor
Job in
Southwestern Ontario, London, Ontario, Canada
Listed on 2026-02-21
Listing for:
BMO Financial Group
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services company is seeking a Wealth Planning Consultant in Southwestern Ontario. The role involves providing advanced financial planning guidance specifically for high net worth clients. Responsibilities include developing complex financial plans, conducting client presentations, and collaborating with Investment Advisors. The ideal candidate should have a CFP designation, experience in financial planning, and excellent communication skills. This position offers a competitive salary and a comprehensive benefits package including health insurance and retirement savings plans.
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