Contribute to wealth growth at BMO as a Senior Consultant for Wealth Planning, specializing in HNW clients. Craft strategic financial plans to elevate client assets.
As a Senior Consultant, you will partner with Investment Advisors at BMO to deliver exceptional wealth planning services for High Net Worth clients. Your role centers on the end-to-end financial planning process, from assessment to implementation. By utilizing your expertise, you will help clients achieve their financial goals while maintaining high service quality and compliance with regulatory standards.
Key Responsibilities:
• Lead structured financial planning and analysis
• Create presentations and workshops for client engagement
• Build comprehensive client wealth strategies
• Mentor Investment Advisors in wealth management solutions
• Conduct detailed market analysis to inform strategy
Requirements:
• Minimum 3-5 years in a wealth consultant role
• Post-secondary education required; CFP...