Guide advanced wealth planning for BMO’s HNW and UHNW clients through financial analysis, customized strategies, and advisor partnership. This Toronto role serves clients with substantial investable assets.

As a Wealth Planning Consultant, you will support Investment Advisors with comprehensive, goals-based planning. You will address retirement, tax, estate, succession, trust, and philanthropic needs. The work spans discovery, recommendations, presentations, relationship deepening, and regional growth.

Key Responsibilities:

- Partner with Investment Advisors on comprehensive wealth planning solutions
- Lead discovery conversations and develop detailed financial plans
- Present recommendations and customized wealth strategies to clients
- Provide advanced retirement, tax, estate, and succession planning
- Coach advisors on planning concepts and wealth strategies

Requirements:

- Seven or more years of relevant experience
- Post-secondary degree in a related field
- Experience with Investment Advisors or High Net Worth clients
- Required Certified Financial Planner designation
- Advanced analytical, communication, and relationship management skills

Apply advanced planning, client communication, and relationship management expertise to support BMO’s wealth strategies and Investment Advisors.

📌 Senior Wealth Planning Consultant (Toronto)
🏢 Bank N.a.
📍 Toronto