ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Planning Consultant, Private Wealth at BMO - ApplyBlast

Wealth Planning Consultant, Private Wealth

BMO

18 days ago

3.6 on Glassdoor

Toronto, Ontario, Canada

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra High Net Worth clients in partnership with Investment Advisors. The role involves delivering a client-focused planning experience, from discovery and financial analysis through to the development and presentation of customized wealth strategies. This position focuses on deepening client relationships, identifying opportunities, and providing advice across complex planning needs such as retirement, tax, estate, succession, and philanthropic planning.

Responsibilities

Deliver comprehensive wealth planning solutions for High Net Worth clients
Lead client discovery conversations and develop goals-based financial plans
Present financial planning recommendations and wealth strategies to clients

Skills

Qualifications

CFP designationCPALL.B.LL.L.LL.M.

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.