Senior Wealth Planning Consultant
BMO US(1 month ago)
About this role
Wealth Planning Consultant focused on High Net Worth and Ultra High Net Worth clients, partnering with Investment Advisors to develop documented wealth strategies and enhance client experience. The role supports asset growth and retention by providing advanced financial planning advice and coordinating with internal specialists to deliver comprehensive solutions. It contributes to regional and enterprise business objectives while maintaining compliance with banking and investment regulations.
Required Skills
- Wealth Planning
- Financial Planning
- Client Discovery
- Relationship Management
- Sales Strategy
- Presentation Skills
- Tax Planning
- Estate Planning
- Succession Planning
- Coaching
+3 more
Qualifications
- Post-Secondary Degree
- CFP
- IQPF
- MBA (Asset)
- LL.B/LL.L/LL.M (Asset)
- Life Insurance Designation (Asset)
- Trust & Estate Practitioner
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Wealth Planning Consultant, Specialist
Our Group(14 days ago)
Wealth Planning Strategist
Hancock Whitney(12 days ago)
Wealth Planning Consultant, Senior Specialist
Our Group(15 days ago)
Private Banking Wealth Planning Tax Specialist
Santander(1 month ago)
Private Wealth Consultant
Raymond James & Associates, Inc., Research Division(3 months ago)
Senior Wealth Strategist
AssetMark(1 month ago)