Elevate your career as a Senior Consultant for Wealth Management at BMO, focused on providing in-depth financial planning for High Net Worth clients. Your expertise will enhance our wealth management services.

This senior role involves collaborating with Investment Advisors to deliver tailored wealth strategies that address complex financial needs. Engage clients through goal-oriented discovery processes and comprehensive financial plans designed to optimize asset management and support business objectives effectively.

Key Responsibilities:
• Conduct thorough client needs assessments for planning
• Develop intricate financial strategies and plans
• Collaborate with teams to drive comprehensive solutions




• Create and maintain professional networks for client growth
• Uphold high standards in client service and relationship management

Requirements:
• 3-5 years relevant experience in financial services
• Preferring a CFP designation
• Demonstrated expertise in wealth management
• Solid analytics and strategic problem-solving skills
• Excellent verbal and written communication abilities

Leverage your financial expertise to enhance client engagements and outcomes as part of BMO's team.
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📌 Senior Consultant for Wealth Management at BMO (Ontario)
🏢 BMO Financial Group
📍 Ontario