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.#J-18808-Ljbffr

📌 Senior Wealth Planning Consultant At Bmo (Winnipeg)
🏢 BMO
📍 Winnipeg