Senior Wealth Planning Consultant Hnw
BMO
Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented wealth strategies through discovery, analysis, and recommendations.This senior role delivers customized wealth planning and guidance to high-net-worth client segments. You will create complex financial plans, support client presentations, and provide insights across tax, estate, succession, and philanthropic planning. The work supports client relationships, asset growth, and business strategy.Key Responsibilities:
Lead goals-based discovery directly with HNW and UHNW clientsDevelop detailed financial plans and documented wealth strategiesPartner with Investment Advisors on wealth management solutionsPresent recommendations and coach Investment AdvisorsIdentify planning gaps, trends, and strategic opportunitiesRequirements:
Three to five years of relevant experiencePost-secondary degree in a related fieldExperience selling to Investment Advisors or HNW clientsCertified Financial Planner designation, or IQPF in QuebecIn-depth analytical, communication, collaboration, and influence skillsApply advanced financial planning, client counsel, and strategic analysis to help BMO clients achieve complex wealth goals.
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Lead goals-based discovery directly with HNW and UHNW clientsDevelop detailed financial plans and documented wealth strategiesPartner with Investment Advisors on wealth management solutionsPresent recommendations and coach Investment AdvisorsIdentify planning gaps, trends, and strategic opportunitiesRequirements:
Three to five years of relevant experiencePost-secondary degree in a related fieldExperience selling to Investment Advisors or HNW clientsCertified Financial Planner designation, or IQPF in QuebecIn-depth analytical, communication, collaboration, and influence skillsApply advanced financial planning, client counsel, and strategic analysis to help BMO clients achieve complex wealth goals.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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