Senior Wealth Planning Consultant

Guide advanced wealth planning for BMO’s HNW and UHNW clients through financial analysis, customized strategies, and advisor partnership. This Toronto role serves clients with substantial investable assets.

As a Wealth Planning Consultant, you will support Investment Advisors with comprehensive, goals-based planning. You will address retirement, tax, estate, succession, trust, and philanthropic needs. The work spans discovery, recommendations, presentations, relationship deepening, and regional growth.

Key Responsibilities:

• Partner with Investment Advisors on comprehensive wealth planning solutions
• Lead discovery conversations and develop detailed financial plans
• Present recommendations and customized wealth strategies to clients
• Provide advanced retirement, tax, estate, and succession planning
• Coach advisors on planning concepts and wealth strategies

Requirements:

• Seven or more years of relevant experience
• Post-secondary degree in a related field
• Experience with Investment Advisors or High Net Worth clients
• Required Certified Financial Planner designation
• Advanced analytical, communication, and relationship management skills

Apply advanced planning, client communication, and relationship management expertise to support BMO’s wealth strategies and Investment Advisors.