Application Deadline: 12/04/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & ServiceThe successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of high-net-worth and ultra-high-net-worth clients. Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs.

Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Provides customized advice and specialized planning services to HNW/UHNW client segments.

Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions. Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.

Leverages financial analysis in the development of detailed and complex financial plans. Consults with clients and their external advisors on complex issues, as required.



Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.

Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material. Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients. Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.

May network with industry contacts to gain competitive insights and best practices. Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Implements changes in response to shifting trends. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.Post-graduate degree is desirable.Pl., CPA, CA, CMA, CGA,



LL.M or other professional wealth designations is an important asset.Experience dealing with HNW/UHNW clients.Proven track record in developing and growing a profitable financial or related client services business.Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.Broad knowledge of financial institutions, services and products.Broad knowledge of investment management principles, economics and financial markets.Verbal & written communication skills - In-depth / Expert.Data driven decision making - In-depth / Expert.Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.

We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Valuable in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Wealth & Tax Planning Consultant, Private Wealth (Winnipeg)
🏢 BMO Nesbitt Burns
📍 Winnipeg