Senior Wealth Planning Consultant at BMO

Elevate your career as a Senior Wealth Planning Consultant with BMO, focusing on High Net Worth clients. Collaborate with Investment Advisors to create tailored financial strategies and enhance client wealth.

BMO seeks a seasoned Senior Wealth Planning Consultant to offer advanced financial planning and guidance. This role emphasizes working alongside Investment Advisors to deliver comprehensive wealth strategies for High Net Worth and Ultra High Net Worth clients. Your expertise will contribute to asset growth and client retention, ensuring exceptional service and strategic advice.

Key Responsibilities:

• Lead the development of detailed financial plans for clients

• Collaborate with Investment Advisors to improve client interactions

• Conduct presentations and coaching sessions for clients

• Identify emerging trends to inform financial strategies

• Build networks to enhance business opportunities

Requirements:

• Minimum 3-5 years relevant experience

• Post-secondary degree in a related field

• CFP designation (or equivalent) preferred

• Working knowledge of Navi Plan is an asset

• Strong analytical and problem-solving skills

Utilize your wealth planning expertise to drive impactful client relations and grow BMO’s portfolio.
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