Senior Wealth Strategist

Overview

This role provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients, leveraging expertise in financial, tax, succession, philanthropic, will, estate, and trust planning to support long‑term financial objectives.

• Partner collaboratively with planning professionals and Relationship Managers to deliver comprehensive wealth planning advice.
• Facilitate and participate in goals‑based discovery processes directly with clients, ensuring data capture and plan standards are met.
• Demonstrate a consultative and collaborative value‑added approach in client conversations, acting as a member of a client strategy team.
• Apply consultative sales and wealth‑planning principles, practices, and techniques in all client interactions.
• Serve as a subject‑matter expert in specialized planning areas, including regulations and policies, to provide insights and solutions.
• Leverage financial analysis in developing detailed and complex financial plans.
• Consult with clients and their external advisors on complex issues as required.
• Provide commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
• Develop content for training, internal resources, and client‑facing materials.
• Lead and participate in educational programs on specialized planning within BMO and for clients.
• Develop and maintain internal and external networks and referral sources to support business growth.
• Protect the bank’s assets by adhering to all banking and investment regulations, policies, legal and ethical requirements, and risk guidelines.
• Operate at a group/enterprise level, serving as a specialist resource to senior leaders and stakeholders.
• Apply expertise creatively to address unique or ambiguous situations and find solutions to complex problems.
• Implement changes in response to shifting trends while taking measured risks within the bank’s risk framework.

• 5–9 years of relevant experience and a university degree in a related field; postgraduate degree desirable.
• Relevant professional designation considered an asset.
• Experience dealing with HNW/UHNW clients.
• Proven track record in developing and growing a profitable financial or related client services business.
• Extensive knowledge of wealth‑planning strategies, issues, and trends.
• Broad knowledge of financial institutions, services, and products.
• Broad knowledge of investment management principles, economics, and financial markets.
• Verbal and written communication skills – in‑depth/expert.
• Analytical and problem‑solving skills – in‑depth/expert.
• Influence skills – in‑depth/expert.
• Collaboration and team skills with a focus on cross‑group collaboration – in‑depth/expert.
• Ability to manage ambiguity.
• Data‑driven decision‑making skills – in‑depth/expert.

Salary range: $91,800.00 – $ (salaried). Compensation may include commission and performance‑based incentives. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO is a proud equal‑employment‑opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law, and provide reasonable accommodations to individuals with disabilities.