BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment Counsellors to deliver comprehensive wealth planning solutions. You will lead discovery, develop detailed financial plans, and apply regulations to protect client assets while driving growth in assets and profitability. Robust client relationships and cross-team collaboration are essential.
📌 Senior Wealth (Winnipeg)
🏢 BMO
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.