Senior Wealth Planning Consultant

Responsibilities

• Provide advanced financial planning, guidance, and counsel for High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments
• Partner with Investment Advisors to develop and deliver client-focused wealth strategies and documented financial plans
• Lead the goals-based discovery process and conduct complex financial plan presentations to clients
• Implement strategies to increase service scope, consolidate assets, and drive business growth
• Act as a trusted advisor and subject matter expert in taxation, estate, trust, and succession planning
• Provide coaching and training to Investment Advisors to support the delivery of wealth management solutions
• Identify emerging trends and execute strategic initiatives to support regional and national business growth

Requirements

• 3-5 years of relevant experience in wealth management or financial planning
• Post-secondary degree in a related field of study
• CFP designation (or IQPF in Quebec)
• Trust & Estate Practitioner designation
• Proficiency with financial planning software (NaviPlan experience is an asset)
• Strong analytical, problem-solving, and influential communication skills

Preferred Qualifications

• MBA degree
• LL.B, LL.L, or LL.M degree
• Life Insurance designation
• Experience selling directly to Investment Advisors or HNW clients

Benefits

• Competitive salary and total compensation package
• Performance-based incentives and discretionary bonuses
• Health insurance and accident/life insurance
• Tuition reimbursement
• Retirement savings plans

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services globally. We are committed to an inclusive, equitable, and accessible workplace where employees are valued, respected, and supported through continuous training and coaching.