Shape the future of wealth management with BMO as a Senior Wealth Planning Consultant. Provide strategic insights and services to High Net Worth clients, focusing on their unique financial needs.This role emphasizes extensive collaboration with Investment Advisors to create tailored wealth strategies for HNW and UHNW clients. You'll guide clients through a comprehensive wealth planning process that includes discovery sessions and sophisticated financial plan development. Your focus will be on cultivating strong client relationships and enhancing business growth through expert advice.Key Responsibilities:
- Lead complex discovery processes with clients
- Develop and present detailed financial strategies
- Expand service offerings to meet client goals




- Establish networks to generate business opportunities
- Uphold superior client experience through strategic planningRequirements:
- 5+ years of relevant industry experience and degree
- Proven track record in advising HNW clients and Investment Advisors
- CFP designation is advantageous
- Expertise in wealth management and financial planning
- Solid collaboration and problem-solving skillsDrive impactful financial solutions and strengthen client relationships with your wealth planning acumen at BMO. #J-18808-Ljbffr

📌 Senior Wealth Planning Consultant Bmo (Vancouver)
🏢 Bank of Montreal
📍 Vancouver