Wealth Planning Consultant/Sr Wealth Planning Consultant

Responsibilities

• Provide advanced financial planning, guidance, and counsel to 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 directly with clients to ensure accurate data capture and effective knowledge management.
• Develop complex financial plans covering taxation, estate, trust, succession planning, and philanthropy.
• Support the growth and retention of client assets by identifying opportunities to consolidate assets and increase revenues.
• Act as a trusted advisor and provide coaching and training to Investment Advisors on wealth management solutions.
• Build internal and external networks and referral sources to drive business growth within the assigned region.

Requirements

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

Preferred Qualifications

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

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 more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.