Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth disciplines.

This specialist consultant supports long-term financial objectives through customized advice for HNW/UHNW clients. You will address financial, tax, succession, philanthropic, will, estate, and trust planning needs. The work includes partnering with Private Bankers, Investment Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to develop comprehensive solutions.

Key Responsibilities:

- Facilitate goals-based discovery directly with HNW/UHNW clients
- Develop detailed, complex financial plans using financial analysis
- Provide specialized wealth planning advice and solutions
- Create educational,



internal, and client-facing planning content
- Maintain networks and referral sources supporting business growth

Requirements:

- Five to nine years of relevant experience
- University degree in a relevant field
- Experience dealing with HNW/UHNW clients
- Extensive knowledge of wealth planning strategies, issues, and trends
- Expert communication, analytical, influence, and collaboration skills

Apply wealth planning, financial analysis, and consultative expertise to deliver specialized BMO advice for complex client needs.

📌 Senior Wealth Planning Consultant (Saskatchewan)
🏢 BMO
📍 Saskatchewan