Wealth Planning Consultant/Sr Wealth Planning Consultant

BMO US(1 month ago)

London, ONOnsiteFull TimeSenior$65,600 - $122,600Wealth Sales & Service

About this role

Wealth Planning Consultant at BMO provides advanced wealth and financial planning advice focused on High Net Worth and Ultra High Net Worth clients, partnering with Investment Advisors to develop documented wealth strategies. The role supports asset growth and retention by delivering client-focused planning, coaching advisors, and collaborating with internal specialists to implement comprehensive solutions.

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Required Skills

Wealth Planning
Financial Planning
Client Advisory
Relationship Management
Tax Planning
Estate Planning
Succession Planning
Financial Analysis
Sales
Coaching

+5 more

Qualifications

Post-Secondary Degree
CFP
IQPF
Trust & Estate Practitioner
MBA (Asset)
LL.B/LL.L/LL.M (Asset)
Life Insurance Designation (Asset)
NaviPlan Knowledge

About BMO US

bmo.com

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

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