Senior UHNW Wealth Planning Strategist

BMO U.S.; Scottsdale (AZ); On-site; USD 85,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a seasoned Wealth Planner to provide customized, comprehensive wealth planning for HNW and UHNW clients. You will work with private bankers and relationship managers to deliver integrated solutions spanning financial, tax, estate, and philanthropic planning.

Experts in wealth management with a track record of growing client assets and delivering client-focused planning will thrive in this collaborative role that supports growth and profitability across BMO’s

Qualifications

• University degree in a relevant field.
• Post‑graduate degree desirable.
• Relevant professional designation is an asset.
• Experience with HNW/UHNW clients.
• Proven track record growing a profitable client business.
• Extensive wealth planning knowledge across financial, tax and estate planning.

Responsibilities

• Provides customized wealth planning advice to HNW/UHNW clients.
• Leads discovery and planning to ensure high-quality knowledge management.
• Collaborates with private bankers and advisors to broaden client dialogue.
• Applies wealth planning techniques across financial, tax, succession, and estate planning.
• Communicates regulatory and policy insights to clients and teams.
• Develops educational content and client-facing materials.
• Builds networks to grow business and client assets.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Collaboration

Data-driven decisions

Influence

Ambiguity management

Education

University degree

Post‑graduate degree desirable

Professional designation asset

Job description

BMO Financial Group is seeking a seasoned Wealth Planner to provide customized, comprehensive wealth planning for HNW and UHNW clients. You will work with private bankers and relationship managers to deliver integrated solutions spanning financial, tax, estate, and philanthropic planning.

Experts in wealth management with a track record of growing client assets and delivering client-focused planning will thrive in this collaborative role that supports growth and profitability across BMO’s