Elevate your wealth planning career with BMO as a Senior Wealth Planning Consultant specializing in High Net Worth clients. Drive financial success through specialized advice and cooperative solutions.
As a wealth planning consultant at BMO, you will cater specifically to HNW/UHNW clients. Leveraging over 5 years of relevant experience, your role will focus on comprehensive financial and tax strategies, succession planning, and estate management. You will work collaboratively with a network of professionals to craft tailored wealth solutions that enhance client relationships.
Key Responsibilities:
• Provide customized advice to High Net Worth clients
• Facilitate goals-based discovery sessions with clients
• Develop and maintain financial plans using complex analysis
• Collaborate with relationship managers and external advisors
• Lead educational programs in specialized wealth planning
Requirements:
• 5-9 years of relevant experience required
• CPA/CA completion preferred
• Proven track record in profitably managing client services
• Extensive knowledge of wealth planning regulations
• Strong analytical and communication skills
Become a vital part of BMO’s wealth planning team and utilize your expertise to support HNW client success.
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