Wealth Planning Consultant, Private Wealth

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The Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients in partnership with Investment Advisors. In this role, you will deliver a client-focused planning experience, from discovery and financial analysis through to the development and presentation of customized wealth strategies. You'll be working with clients typically holding $1 million to $3 million in investable assets, you will help deepen client relationships, identify opportunities, and provide advice across a broad range of complex planning needs, including retirement, tax, estate, succession, and philanthropic planning.

What You'll Be Doing

• Partner with Investment Advisors to deliver comprehensive wealth planning solutions for HNW/UHNW clients.
• Lead client discovery conversations and develop detailed, goals-based financial plans tailored to each client's unique circumstances.
• Present financial planning recommendations and wealth strategies to clients and support Investment Advisors in client meetings.
• Provide advanced planning expertise related to retirement, tax, estate, trust, succession, and philanthropic planning.
• Leverage specialized internal planning resources to develop customized recommendations for clients.
• Support asset growth and retention by helping Investment Advisors deepen relationships, consolidate assets, and broaden wealth management conversations.
• Develop internal and external networks and referral sources to support business growth within the assigned region.
• Coach and educate Investment Advisors on financial planning concepts, wealth strategies, and best practices.
• Work closely with Branch Managers and advisors to increase awareness and utilization of wealth planning services.
• Contribute to regional business growth through client engagement, educational initiatives, and planning-related campaigns.
• Build and maintain strong relationships with internal and external stakeholders.
• Protect the Bank's assets by ensuring adherence to regulatory requirements, policies, procedures, and risk management standards.

Qualifications

• 7+ years of relevant experience and a post-secondary degree in a related field of study.
• Experience working with Investment Advisors and/or High Net Worth clients.
• Experience in financial planning is preferred
• CFP designation required (IQPF in Quebec).
• CPA considered an asset.
• LL.B., LL.L., or LL.M. considered an asset.
• Trust and Estate Practitioner (TEP) designation considered an asset.
• Life insurance designation (CLU or equivalent) considered an asset.
• Working knowledge of financial planning software; Conquest experience is an asset.
• Strong understanding of financial planning concepts, including retirement, tax, estate, and succession planning.
• Excellent verbal and written communication skills.
• Strong relationship management, collaboration, and influencing skills.
• Advanced analytical and problem-solving capabilities.
• Demonstrated ability to support data-driven decision making.

This job posting is for a current vacancy.

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The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.