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 • Solid analytical and communication skills • Experience with financial planning software

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

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