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 team-oriented 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. #J-18808-Ljbffr

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