Join BMO as a Wealth Planning Consultant, specializing in HNW/UHNW strategies for affluent clients. Leverage your skills to transform client financial goals into actionable plans.

In this role, you'll lead the end-to-end wealth planning process, developing detailed financial strategies that enhance client portfolios. Collaborating closely with Investment Advisors, your insights will support business growth and retention of client assets. The focus is on delivering personalized service and financial advice, influencing client engagement and satisfaction.

Key Responsibilities:
• Lead client discovery sessions for effective planning
• Create detailed financial strategies for clients
• Collaborate with Investment Advisors on strategic solutions




• Develop referral networks for increasing client acquisition
• Maintain exceptional standards in client interactions

Requirements:
• 1-3 years of wealth planning or financial advisory experience
• Valid CFP designation preferred
• Proficient in financial planning tools
• Solid problem-solving and data analysis skills
• Excellent communication and relationship-building skills

Drive measurable growth and client satisfaction at BMO through expert wealth planning consultations.
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📌 BMO Wealth Planning Consultant Role (Ontario)
🏢 BMO Financial Group
📍 Ontario