Senior Wealth Consultant

Position: Senior Wealth Consultant at BMO
Elevate your career as a Senior Wealth Planning Consultant with BMO, providing expert financial strategies for High Net Worth clients. Collaborate closely with Investment Advisors to shape impactful wealth plans.

BMO is seeking a Senior Wealth Planning Consultant to deliver tailored financial guidance to High Net Worth and Ultra High Net Worth client segments. In this role, you will leverage advanced financial planning skills and lead client-focused strategy development. Join a team dedicated to enhancing client experience through disciplined wealth management practices.

Key Responsibilities:

• Provide high-level wealth planning and financial strategies

• Collaborate with Investment Advisors on client wealth plans

• Conduct detailed financial presentations to clients

• Develop complex financial plans to meet client goals

• Support growth and retention of client assets

Requirements:

• 3-5 years of relevant experience in financial planning

• CFP designation or equivalent preferred

• Strong analytical and problem-solving skills

• Proven collaboration and communication skills

• Expertise in wealth management strategies

Bring your financial planning expertise to BMO and help High Net Worth clients achieve their financial aspirations.