Drive wealth management excellence with BMO as a Wealth Planning Consultant. Focus on creating and executing customized strategies for High Net Worth individuals.

This position is centered around working alongside Investment Advisors to deliver wealth management solutions that meet the specific needs of HNW clients. You will play a vital role in crafting financial plans, facilitating client discovery sessions, and implementing strategic initiatives that enhance business outcomes. Your expertise will help clients reach their financial goals effectively.

Key Responsibilities:
• Conduct thorough goals-based client discovery
• Create comprehensive financial plans for clients
• Implement service enhancement strategies
• Develop key relationships with internal and external partners
• Ensure high standards of client relationship management

Requirements:
• Minimum of 1-3 years in wealth planning roles
• Post-secondary degree in related disciplines
• CFP certification is advantageous
• Experience with affluent clientele
• Solid analytical and consultative abilities

Join BMO and apply your financial expertise to empower clients in their wealth management journey.
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📌 BMO Wealth Planning Consultant Role (British Columbia)
🏢 Socket.dev
📍 British Columbia