Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively with Investment Advisors to develop and deliver client-focused wealth planning experiences culminating in a documented wealth strategy. Participates 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 presentation assistance 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 dialogue, consolidate assets, increase revenues, and exercise disciplined sales and wealth management strategies that support regional and national business growth while focusing on the client experience. Leads/facilitates goals-based discovery process directly with clients, ensuring standards for data capture and plan creation.

Develops detailed and complex financial plans for clients to help meet their financial objectives and conducts presentations as required. Implements strategies to expand scope of services to help clients achieve personal goals and contribute to overall business growth. Builds internal and external networks and referral sources to grow business within the assigned region.

Ensures region’s client experience standards for financial planning and client relationship development are met. Works closely with Investment Advisors to develop and deliver HNW management solutions. Cooperates with Branch Managers to increase awareness of Wealth Management Consultants in their branches.

Leverages expert planning resources in taxation, estate & trust, and succession planning to assess and provide insights to clients.



Breaks down strategic problems, analyzes data, and provides insights and recommendations. Leads planning for clients with 1-3 million in investable assets, with ability to take on larger portfolios up to 5 million.

Leads planning for clients with 5-7 million in investable assets, with ability to take on larger portfolios up to 10 million. Provides coaching and training to Investment Advisors to support 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. Provides insight and expertise on advanced financial planning concepts including tax, estate, succession planning, philanthropy, and other complex wealth service offerings. Protects the Bank’s assets by adhering to all regulations, policies, and risk guidelines.

Provides specialized consulting, analytical and technical support.

WPC: minimum 1-3 years of relevant experience and post-secondary degree in related field.

SWPC: minimum 3-5 years of relevant experience and post-secondary degree in related field.

Experience selling to Investment Advisors or HNW clients. Financial planning experience is an asset. MBA considered an asset. M considered an asset. Life Insurance designation considered an asset. Working knowledge of financial planning software (e.g., NaviPlan) is an asset.

Deep knowledge and technical proficiency from extensive education and business experience. Data-driven decision making – In-depth. All compensation reflects potential performance-based incentives and discretionary bonuses.

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Accommodations are available on request for candidates taking part in all aspects of the selection process. #

📌 Wealth Planning Consultant / Senior Wealth Planning Consultant (Vancouver)
🏢 Bank of Montreal
📍 Vancouver