Join BMO as a High Net Worth Consultant, where your wealth planning skills will empower clients to achieve their financial objectives. Tailor complex solutions for High Net Worth and Ultra High Net Worth clients. This role demands 5-9 years of experience and a strong understanding of wealth planning principles.

You'll work closely with Relationship Managers and external advisors to create strategies encompassing estate, tax, and succession planning, ultimately enhancing client retention and profitability. Key Responsibilities:

- Deliver customized planning services to HNW/UHNW clients
- Facilitate collaborative discussions with financial professionals
- Develop comprehensive financial plans using analytical tools
- Educate clients on emerging trends in wealth planning
- Build networks for ongoing business growth Requirements:
- 5-9 years of relevant wealth planning experience
- Relevant university degree; additional qualifications are a plus
- Robust communication and analytical skills
- Ability to manage ambiguity and drive data-informed decisions
- Preference for Mandarin or Cantonese language skills Empower clients with expert planning insights as part of BMO's dedicated team.

📌 High Net Worth Consultant at BMO (Markham)
🏢 Bank of Montreal
📍 Markham