Senior Wealth & Estate Planning Consultant

BMO; Saskatoon; On-site; CAD 80,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment Counsellors to deliver comprehensive wealth planning solutions.

You will lead discovery, develop detailed financial plans, and apply regulations to protect client assets while driving growth in assets and profitability. Strong client relationships and cross-team collaboration are essential.

Qualifications

• Experience dealing with HNW/UHNW clients and wealth planning strategies.
• University degree in a relevant field; post-graduate degree is desirable.
• Proven track record in developing profitable client services and growth.
• Strong knowledge of investment management principles, economics and markets.
• Excellent verbal and written communication and cross-team collaboration.

Responsibilities

• Provide specialized wealth planning advice and solutions for HNW/UHNW clients.
• Lead goals-based discovery with clients and coordinate with planning professionals.
• Develop and present complex financial plans and scenarios.
• Mentor and develop internal training content and client-facing material.

Skills

HNW/UHNW clients

Wealth planning

Financial analysis

Cross-functional collaboration

Verbal & written communication

Problem solving

Influence skills

Data-driven decision making

Industry knowledge of markets

Strategic thinking

Education

University degree

Post-graduate degree desirable

Relevant professional designation

Job description

BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment Counsellors to deliver comprehensive wealth planning solutions.

You will lead discovery, develop detailed financial plans, and apply regulations to protect client assets while driving growth in assets and profitability. Strong client relationships and cross-team collaboration are essential.