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.

📌 Senior Wealth Planning Consultant at BMO (Markham)
🏢 BMO
📍 Markham