Accounting & Finance

Lead Wealth Planner for HNW/UHNW Clients

BMO

Edmonton · Division No. 11 · Canada

BMO Financial Group is seeking a Wealth Planner to provide comprehensive wealth planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth clients. You will develop detailed wealth plans, present to clients, and collaborate with Investment Advisors to expand service offerings and assets.

The role emphasizes a disciplined approach to sales and wealth management, in partnership with branches and internal stakeholders, with coaching and training for Advisors to enhance

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Reference: WJ-291_11238320

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