Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented wealth strategies through discovery, analysis, and recommendations.
This senior role delivers customized wealth planning and guidance to high-net-worth client segments. You will create complex financial plans, support client presentations, and provide insights across tax, estate, succession, and philanthropic planning. The work supports client relationships, asset growth, and business strategy.
Key Responsibilities:
- Lead goals-based discovery directly with HNW and UHNW clients
- Develop detailed financial plans and documented wealth strategies
- Partner with Investment Advisors on wealth management solutions
- Present recommendations and coach Investment Advisors
- Identify planning gaps, trends, and strategic opportunities
Requirements:
- Three to five years of relevant experience
- Post-secondary degree in a related field
- Experience selling to Investment Advisors or HNW clients
- Certified Financial Planner designation, or IQPF in Quebec
- In-depth analytical, communication, collaboration, and influence skills
Apply advanced financial planning, client counsel, and strategic analysis to help BMO clients achieve complex wealth goals.
📌 Senior Wealth Planning Consultant HNW (Vancouver)
🏢 BMO
📍 Vancouver