Senior Financial Advisor - Financial Planning
BMO
Elevate your career as a Senior Wealth Planning Consultant with BMO, providing expert financial strategies for High Net Worth clients. Collaborate closely with Investment Advisors to shape impactful wealth plans.
BMO is seeking a Senior Wealth Planning Consultant to deliver tailored financial guidance to High Net Worth and Ultra High Net Worth client segments. In this role, you will leverage advanced financial planning skills and lead client-focused strategy development. Join a team dedicated to enhancing client experience through disciplined wealth management practices.
Key Responsibilities:
- Provide high-level wealth planning and financial strategies
- Collaborate with Investment Advisors on client wealth plans
- Conduct detailed financial presentations to clients
- Develop complex financial plans to meet client goals
- Support growth and retention of client assets
Requirements:
- 3-5 years of relevant experience in financial planning
- CFP designation or equivalent preferred
- Strong analytical and problem-solving skills
- Proven collaboration and communication skills
- Expertise in wealth management strategies
Bring your financial planning expertise to BMO and help High Net Worth clients achieve their financial aspirations.
#J-18808-Ljbffr
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Financial Planning in Ottawa, ON vacancy
$130.5k - $180.5k per year
...talented individual to join our Health & Benefits team as a Senior Health & Benefits Consultant . In this role, you will lead and manage complex client... ...is in it for you? Be part of a global leader in health, wealth, and career consulting Work with a collaborative team...SeniorMinimum wageRemplacementFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...delivers integrated sustainability and building performance consulting services for projects in healthcare, industrial... ...opportunity exists in Stantec’s Ottawa, ON office for a Senior Sustainability Consultant with a mechanical engineering background to join our multidisciplinary...SeniorLong term contractInternshipWork at office
- ...a diverse and inclusive work environment where world-class talent knows no distinctions. Bring your skills to the mix as a Senior Security Consultant, you'll play a vital role in every aspect of security consulting on Transformational Programmes for critical UK infrastructure...SeniorFull timeInternshipWork from homeOverseasFlexible hours
$90k - $140k per year
...As a Senior Cost Consultant, you will be involved in: Supporting a major project in Ottawa Leading a team of like-minded individuals to drive the best value and opportunities for the client whether that be through design or construction. Working with our reporting...SeniorFull timeContract workInternshipFlexible hours- ...Your Opportunity Our Building Specialty Services group is seeking a Senior Building Science Consultant to join and guide our team, providing excellence in business practices and technical leadership in the building science industry. We value technical growth, entrepreneurial...SeniorContract workFor contractorsWork at office
$90k - $120k per year
...Who are you? You are an experienced Senior Cost Consultant with 5 - 10 years post-graduate experience in cost planning and estimating looking for the next step, or are currently undertaking a similar role in a similar environment and looking to join a growing and dynamic...SeniorFull timeContract workInternshipFlexible hours$68k - $102k per year
...Employer Match Tuition Reimbursement After One Year of Service The Scientific Research and Experimental Development (“SR&ED”) Senior Consultant (“Senior Consultant”) is responsible for assisting clients in identifying and claiming SR&ED tax credits and then assisting the...SeniorFull timeFor subcontractorRemote work- ...allied intelligence cooperation, and enterprise resilience. Our consultants embed directly with clients to design, secure, and operate the networks... ...experience. This is a hands-on consulting role for a senior-level practitioner who blends deep technical skill with strong client...SeniorFull timeInternshipRemote workShift workWeekend workAfternoon shift
- ...Working across governments, business and nonprofits, our clients trust us as smart partners to help them succeed. How does Accenture Consulting do it? We talk with our clients to understand their needs and what their goals are. Together we invent new ways of working and new...SeniorHourly payFull timeInternshipWork at officeLocal areaRemote work
- ...Human, Be Passionate, Be Exceptional — guide how we work every day and shape a culture where our people can thrive and grow. Senior Consultant, Medical Affairs Strategic Advisory Our Senior Consultant, Medical Affairs Strategic Advisory, is responsible for...SeniorFull timeRemote work
- ...motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...Flexible hours
- ...The Opportunity Are you passionate about helping seniors find the right place to call home? Chartwell is looking for a Sales Consultant / Retirement Living Consultant to guide prospective residents and their families through a supportive and informative decision-making journey...SeniorLocal areaFlexible hoursAfternoon shift
$69.45k - $119.45k per year
...RELEX Technical Consultant Supply Chain, and we move fast, think fast, and work fast. Our Fortune 500 clients need big-picture change, so... ...implementations or SaaS services and support resolution with guidance from senior technical leads. Provide responsive technical support to...SeniorFull timeWork at officeLocal areaNight shift- ...week currently - 55 Metcalfe Street, Ottawa ON CGI is seeking a Director Consulting Expert – Defence to support and expand our defence consulting and IT services business in Canada. This role combines senior client engagement, strategic business development, and delivery...SeniorLong term contractFull time3 days per week
- ...Job Title- Spend Optimization Consultant We are: Supply Chain, and we move fast, think fast, and work fast. Our Fortune 500 clients need... ...dive into data and check that against the real world Persuade senior managers at the client and Accenture about the benefit of new approaches...SeniorHourly payFull timeWork at officeLocal areaMonday to friday
- ...The Organisational Design Consultant answers the question the other two workstreams cannot: who, specifically, inside the client organisation... ...Align with the governance workstream. Work directly with the Senior Business Consultant so that the Governance Playbook and the RACI...SeniorPart timeInternshipImmediate startRelocation
- ...decisions. Across our 23 residences in Ontario, our teams support seniors and their families with compassion, guidance, and a commitment... ...performance. At Hunt Club Manor in Ottawa, our Retirement Living Consultant plays an important role in connecting with seniors, families,...SeniorFull timeWork at officeLocal areaAfternoon shift
$80k - $100k per year
...Who are you? You are an experienced Cost Consultant with 4-7 years of post-graduate experience in cost planning, estimating, and cost management. You are looking to further develop your career within a collaborative and growing team, contributing to a diverse portfolio of...Full timeFlexible hours- ...Description Senior Procurement Consultant | Public Sector Procurement & RFx Remote (Canada) | Contract Opportunity | Immediate Start Oomple is supporting a leading Canadian organization seeking an experienced Senior Procurement Consultant to support procurement...SeniorContract workImmediate startRemote work
- ...when they need it. Every role here connects to that outcome. Why This Role Matters As a Technology & Architecture Solution Consultant, you will join a team at the heart of how Tecsys earns customer trust by connecting our security, cloud, AI, and technology capabilities...Remote work
- ...on business and technology. You Are: A consulting ace with a passion for serving clients and... ...processes, and taking remedial steps As a Consultant you will: Manage workstreams, small... ...capital efforts with support from more senior colleagues; Lead client meetings and drive...SeniorHourly payLong term contractFull timeWork at officeLocal area
- ...ils ont besoin, quand ils en ont besoin. Chaque rôle ici contribue à ce résultat. Pourquoi ce rôle est important En tant que consultant ou consultante en solutions de technologie et d’architecture, vous vous joindrez à une équipe au cœur de la façon dont Tecsys gagne...Daily paidApprenticeshipRemote work
$81.36k - $102.89k per year
...facility, mobile, and virtual channels. As the Library Planning Consultant, Indigenous Services at Ottawa Public Library (OPL), your main... ...at the OPL. You will provide expert guidance to staff and senior management in crafting strategies and plans that demonstrate OPL...SeniorPermanent employmentFull timeLocal area$69.45k - $119.45k per year
...rapid time-to-value from Adobe technology. Job Description: We’re looking for an Adobe Workfront expert to join our team in a solution consulting and implementation role to help clients adopt Adobe Workfront and support business transformation. This is a hands-on configuration...Long term contractFull timeWork at officeLocal area$83.5k - $109.62k per year
...capitalism and others. Are you ready to make your next career move to join our team and manage your own local portfolio as a Sales Consultant – Account Manager for KONE in the Eastern Ontario area ? Have you built and developed professional customer relations through excellent...Long term contractFull timeTemporary workLocal areaFlexible hours- ...Canada Business CGI is one of Canada's largest IT and business consulting firms and a leading provider of technology and consulting services... ...excellence and talent. You will strengthen relationships with senior government executives, drive profitable growth, oversee complex...SeniorLong term contractFull timeContract work
- ...not limited to: Participate or lead internal and or customer consultations regarding field of expertise Identify, assess, and solve... ...proposals for business development opportunities and present to senior leadership at potential clients. Ability to turn broad program...SeniorHourly payFull timeWork at officeLocal area
$85.95k - $104.58k per year
Requisition ID: 23622 Department: Community & Social Services Dept. Service: Housing and Homelessness Services Employment Type: 1 Full-time Temporary Up to 2 years Work Hours: 35.00 /hours per week Affiliation: CIPP/CIPP Salary Information: $85,947.68 - ...Full timeTemporary work$86k - $129k per year
...career wherever you want it to go. Join EY and help to build a better working world. The opportunity We are seeking a Senior Consultant, Supply Chain – e-Procurement and Digital Solutions. You will work with some of the highest-performing teams in the industry,...SeniorContract work$108.8k - $220.4k per year
...this role and who we are looking for. You are: A hands-on data consulting leader, a Solutions Architect who knows how to develop, design,... ...proves out. You will collaborate with the Platform and Data Consultants to ensure the design is implementable as infrastructure as code...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Financial Planning. Be the first to apply!
Related searches
- financial planner work from home Ottawa, ON
- finance consultant Ottawa, ON
- financial planning consultant Ottawa, ON
- financial advisor - investment & retirement planning Ottawa, ON
- financial advisor Ottawa, ON
- senior financial advisor Ottawa, ON
- conseiller financier Ottawa, ON
- planificateur financier Ottawa, ON
- conseiller financier - finances personnelles Ottawa, ON
- financial advisor assistant Ottawa, ON