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 prospects for asset growth
Adhere to compliance and regulatory requirementsRequirements:
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 issuesEmpower your financial advising skills and make a significant impact at BMO by focusing on wealth management for elite clients.#J-18808-Ljbffr

📌 Bmo Wealth Planning Consultant Role Toronto
🏢 BMO U.S.
📍 Toronto