Application Deadline05/28/2026Address255 Queens AvenueJob FamilyWealth Sales & ServiceResponsibilitiesParticipates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching and assisting with presentations to clients.Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors.Supports the growth and retention of client assets by providing wealth planning advice and guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues.Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.Leads and facilitates goals-based discovery processes directly with clients, ensuring data capture and plan creation standards are met for knowledge management within the business or group.Develops detailed and complex financial plans for clients to help meet their financial objectives.Conducts presentations to clients, as required.Implements strategies to increase the scope of services, helping clients achieve personal goals and contribute to overall business growth.Develops internal and external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to the assigned business or group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and optimal sequencing of business or group strategy execution.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in developing and delivering HNW management solutions.Collaborates with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in taxation, estate and trust, and succession planning to assess and provide client insights.Builds effective relationships with internal and external stakeholders.Breaks down strategic problems and analyzes data to provide insights and recommendations.Generally, the WPC is the lead planner for clients with $1–$3 million in investable assets, with the capability to handle larger portfolios up to $5 million as required.Generally, the SWPC is the lead planner for clients with $5–$7 million in investable assets, with the capability to handle larger portfolios up to $10 million as required.Provides coaching and training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated, and customized advice, creating and implementing wealth planning strategies to help clients achieve financial goals.Reinforces sales processes and client experience by identifying gaps and best practices to ensure delivery of complex wealth plans.Demonstrates a consultative and team-oriented selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts, including tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank’s assets by adhering to all banking, investment, and lending regulations, bank policies and procedures, legal and ethical requirements, process requirements, and established risk guidelines.Focuses primarily on the business or group within BMO,



with the potential for a broader enterprise-wide focus.Provides specialized consulting, analytical, and technical support.Exercises judgment to identify, diagnose, and solve problems within established rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.QualificationsWPC: minimum of 1–3 years of relevant experience and a post‑secondary degree in a related field of study.SWPC: minimum of 3–5 years of relevant experience and a post‑secondary degree in a related field of study.Experience selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec). MBA considered an asset. LL.B, LL.L, or LL.M considered an asset. Life Insurance designation considered an asset.Working knowledge of financial planning software (e.G., NaviPlan) is an asset.Trust & Estate Practitioner designation.Deep technical proficiency gained through extensive education and business experience.Verbal and written communication skills - in-depth.Collaboration and team skills - in-depth.Analytical and problem‑solving skills - in-depth.Influence skills - in-depth.Data‑driven decision making - in-depth.Compensation & BenefitsSalary range: $65,600.00 – $122,600.00 (Salaried). BMO may offer performance‑based incentives, discretionary bonuses, and commission structures for applicable roles.BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.EEO StatementBMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.#J-18808-Ljbffr

📌 Wealth Planning Consultant/Sr Wealth Planning Consultant - $65,600 - $122,600 A Year (Winnipeg)
🏢 BMO
📍 Winnipeg