Elevate your career as a Wealth Planning Consultant at BMO. Focus on high net worth clients while collaborating with Investment Advisors and delivering tailored wealth strategies.

In this role at BMO, you'll engage directly with High Net Worth and Ultra High Net Worth clients to provide advanced financial planning guidance. This position encompasses the wealth planning process from discovery and analysis to strategy development and client presentations. Ideal candidates will have a CFP designation and substantial experience in financial planning.

Key Responsibilities:
• Develop comprehensive financial plans for high net worth clients
• Collaborate with Investment Advisors on wealth management solutions
• Conduct presentations and client coaching as necessary




• Identify and leverage opportunities for asset growth
• Adhere to compliance and regulatory requirements

Requirements:
• Experience selling to Investment Advisors or HNW clients
• CFP designation is required; CPA preferred
• In-depth knowledge of financial planning and wealth management
• Robust analytical and communication skills
• Ability to work independently and resolve strategic issues

Empower your financial advising skills and make a significant impact at BMO by focusing on wealth management for elite clients.
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📌 BMO Wealth Planning Consultant Role (Ontario)
🏢 BMO U.S.
📍 Ontario