Wealth Planning Consultant/Senior Wealth Planning Consultant

Responsibilities

• Provide advanced financial planning, guidance, and counsel to High Net Worth (HNW) and Ultra High Net Worth (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 planning analysis for clients.
• Develop and implement strategies to increase service scope, helping clients achieve personal financial objectives.
• Act as a trusted advisor, leveraging expertise in taxation, estate, trust, and succession planning.
• Support business growth by identifying emerging trends and executing strategic initiatives in collaboration with internal stakeholders.
• Provide coaching and training to Investment Advisors to enhance their delivery of wealth management solutions.

Requirements

• Post-secondary degree in a related field of study.
• CFP designation (or IQPF in Quebec).
• Proven experience selling to High Net Worth (HNW) clients or Investment Advisors.
• Trust & Estate Practitioner designation.
• Working knowledge of financial planning software (NaviPlan experience is an asset).
• Strong analytical, problem-solving, and communication skills.
• For WPC: 1-3 years of relevant experience.
• For SWPC: 3-5 years of relevant experience.

Preferred Qualifications

• MBA degree.
• LL.B, LL.L, or LL.M degree.
• Life Insurance designation.

Benefits

• Competitive salary and potential commission structure.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a single 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 across Canada, the United States, and globally.