Wealth Planning Consultant at BMO

Leverage your expertise in wealth planning at BMO Financial Group as a Wealth Planning Consultant. Engage with High Net Worth clients to develop comprehensive financial strategies and solutions.

This role requires 5-9 years of relevant experience, focusing on wealth planning for High Net Worth and Ultra High Net Worth clients. Collaborate with various financial professionals to enhance client relationships, consolidating assets and driving revenue growth through tailored planning services tailored to clients' unique needs.

Key Responsibilities:

• Provide comprehensive wealth planning advice and customized solutions

• Collaborate with Private Bankers and Investment Advisors

• Participate in goals-based discovery and data capture processes

• Develop and deliver educational programs on specialized planning

• Maintain compliance with banking regulations and risk guidelines

Requirements:

• 5-9 years relevant experience in wealth planning

• University degree; post-graduate degree preferred

• Proven track record with HNW/UHNW clients

• Extensive knowledge of wealth planning strategies

• Mandarin/Cantonese skills preferred

Utilize your consultative skills to elevate the client experience at BMO.
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