Senior Wealth Consultant at BMO

Drive innovative wealth solutions as a Senior Wealth Consultant at BMO, focusing on high net worth and ultra high net worth clients. Enhance client relationships through specialized planning strategies.

This role seeks professionals with 5-9 years of experience in wealth management and a university degree. You will collaborate closely with relationship managers and other planning professionals to create tailored financial and estate planning solutions. Your ability to understand complex client needs will be vital in maintaining and growing assets under management, thereby supporting BMO’s overarching business goals.

Key Responsibilities:

• Collaborate on comprehensive wealth planning for clients

• Deliver specialized advice on financial and estate matters

• Participate in client discovery processes for tailored solutions

• Facilitate training and development sessions on planning topics

• Generate insights on market trends and best practices

Requirements:

• 5-9 years of relevant industry experience

• Bachelor’s degree; postgraduate degree preferred

• In-depth knowledge of financial planning strategies

• Proven client relationship management expertise

• Excellent communication and team collaboration skills

Leverage your wealth planning skills to provide exceptional service and support BMO’s client success.
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