Hybrid Wealth Planning Advisor – Expert Financial Planning

BMO

Columbus (OH)

Hybrid

CAD 70,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Wealth Planning Support is seeking a Wealth Planning Advisor to provide financial planning expertise across wealth management services. The role supports BMO Wealth Professionals, including Private Wealth, Nesbitt Burns, and Private Banking, delivering comprehensive planning across investment, retirement, estate, tax, insurance, and corporate planning strategies.

The position is hybrid (4 days in office, 1 day remote) with a salary range.

Qualifications

5+ years of financial planning experience with client contact or advisory support.
Strong understanding of advanced financial planning concepts and planning software.
Professional designation in planning (PFP, QAFP, CFP or IQPF).
Strong knowledge of WealthPath or equivalent planning software.

Responsibilities

Deliver financial planning support through a regional centralized planning platform.
Partner with Investment Advisors and Private Bankers to develop and present client plans.
Provide subject matter guidance and coaching on wealth planning tools.
Respond to complex planning inquiries requiring advanced tax or estate planning knowledge.
Stay current on regulatory developments impacting wealth planning delivery.
Contribute to regional campaigns and initiatives.