Wealth Planning Consultant HNW Clients
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-07
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Located at 20 Erb Street West, this position requires collaboration with Investment Advisors to deliver tailored wealth planning experiences. You will facilitate client discovery processes, create detailed financial plans, and conduct impactful presentations. Additionally, you will expand business opportunities by leveraging internal and external networks while providing training in wealth planning solutions.
Key Responsibilities:
• Collaborate with Investment Advisors on client strategies
• Develop sophisticated financial plans for clients
• Lead client discovery processes and ensure data standards
• Conduct presentations to support financial solutions
• Build networks to grow assets and services
Requirements:
• Experience in selling to Investment Advisors or HNW clients
• Certified Financial Planner (CFP) designation required
• Strong communication and analytical skills
• Chartered Professional Accountant (CPA) designation preferred
• Life Insurance designation is a valuable asset
Leverage your expertise in financial planning to support and guide High Net Worth clients effectively.
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