Expand your financial expertise as a Senior Wealth Planning Consultant at BMO. Focused on High Net Worth clients, you’ll deliver customized wealth strategies and advice to enhance client experiences.

This role requires a proactive approach to financial planning, working alongside Investment Advisors to create comprehensive wealth strategies. Leveraging your expertise, you will conduct client presentations and develop high-value financial plans to meet HNW/UHNW clients' objectives.

Collaboration is key to providing impactful wealth planning insights and solutions.

Key Responsibilities:

- Facilitate goals-based discovery processes with clients
- Develop and present complex financial plans
- Increase service scope for enhanced business growth




- Build internal and external networks for referrals
- Ensure high standards in client relationship management

Requirements:

- 3-5 years of relevant financial planning experience
- CFP designation or equivalent
- Expertise in tax, estate, and succession planning
- Robust analytical and communication skills
- Experience with financial planning software

Utilize your advanced financial planning skills to significantly impact client strategies and experiences at BMO.

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📌 Senior Wealth Planning Consultant BMO (Windsor)
🏢 BMO Financial Group
📍 Windsor