Application Deadline: 11/12/2026 Address: 100 King Street West Job Family Group: Wealth Sales & ServiceThe Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients in partnership with Investment Advisors. In this role, you will deliver a client-focused planning experience, from discovery and financial analysis through to the development and presentation of customized wealth strategies. You'll be working with clients typically holding $1 million to $3 million in investable assets, you will help deepen client relationships, identify opportunities, and provide advice across a broad range of complex planning needs, including retirement, tax, estate, succession, and philanthropic planning.
What You'll Be Doing Partner with Investment Advisors to deliver comprehensive wealth planning solutions for HNW/UHNW clients.
Lead client discovery conversations and develop detailed, goals-based financial plans tailored to each client's unique circumstances.




Present financial planning recommendations and wealth strategies to clients and support Investment Advisors in client meetings.
Provide advanced planning expertise related to retirement, tax, estate, trust, succession, and philanthropic planning.
Leverage specialized internal planning resources to develop customized recommendations for clients.
Support asset growth and retention by helping Investment Advisors deepen relationships, consolidate assets, and broaden wealth management conversations.
Develop internal and external networks and referral sources to support business growth within the assigned region.
Coach and educate Investment Advisors on financial planning concepts, wealth strategies, and best practices.
Work closely with Branch Managers and advisors to increase awareness and utilization of wealth planning services.
Contribute to regional business growth through client engagement, educational initiatives, and planning-related campaigns.
Build and maintain robust relationships with internal and external stakeholders.
Protect the

📌 Wealth Planning Consultant, Private Wealth (Toronto)
🏢 BMO Financial
📍 Toronto