Senior Wealth Planning Consultant
Job Description & How to Apply Below
Join BMO as a Senior Wealth Planning Consultant and lead strategic financial planning for high-net-worth individuals. Utilize your expertise to develop customized wealth solutions and drive client relationships.
As a Senior Wealth Planning Consultant, you will support clients with $5-$7 million in investable assets, offering tailored advice in areas including taxation and estate planning.
Your role includes collaborating with Investment Advisors, developing complex financial strategies, and expanding business networks. You will ensure client experiences meet BMO’s high standards while contributing to overall business growth.
Key Responsibilities:
• Lead goals-based discovery processes with clients
• Develop comprehensive financial plans to meet objectives
• Implement strategies to enhance business growth
• Build internal and external referral networks
• Support strategic initiatives in collaboration with stakeholders
Requirements:
• 3-5 years relevant experience in financial planning
• CFP designation; MBA or LL.B. preferred
• Proven track record with high-net-worth clients
• Proficiency in financial planning software recommended
• Strong analytical and problem-solving skills
Drive impactful financial planning at BMO, leveraging your expertise to empower clients and foster business success.
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Position Requirements
10+ Years
work experience
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