BMO Financial Group is seeking a Wealth Planning Specialist to deliver sophisticated wealth planning and insights for High Net Worth clients. You will collaborate with Investment Advisors to develop comprehensive financial plans and present strategies that drive asset growth and client satisfaction.
Ideal candidates have CFP/CPA credentials, solid communication, and the ability to coach Advisors while expanding services in a regional market. This is a salaried role with a broad perks package.
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📌 Lead Wealth Planner For Uhnw/hnw Clients Ontario
🏢 Socket.dev
📍 Ontario
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