Wealth Planning Consultant

Position: Wealth Planning Consultant - BMO
Forge your path in wealth management as a Wealth Planning Consultant with BMO, concentrating on cross-border taxation for high-net-worth individuals. Provide strategic solutions in a collaborative atmosphere.

In this senior position at BMO, you will serve affluent clientele, working closely with Relationship Managers and advisors on client discovery processes. Your analytical skills will help you develop complex financial plans while remaining current on legislative updates affecting wealth management.

Key Responsibilities:

• Act as a subject matter expert in wealth planning

• Collaborate with Relationship Managers and advisors

• Lead goals-oriented client discovery processes

• Analyze and develop intricate financial plans

• Stay informed on legislative changes affecting wealth planning

Requirements:

• Minimum 5 years of experience with affluent clientele

• Post-graduate education preferred

• Relevant professional qualifications desirable

• Deep knowledge of wealth management trends

• Solid team collaboration and analytical skills

Utilize your planning expertise to drive revenue growth at BMO.
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