Senior Wealth & Estate Planning Consultant
BMO
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. Strong client relationships and cross-team collaboration are essential.
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Vacancy posted more than 2 months ago
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