Senior Wealth Planner & Strategy Designer

BMO; Minneapolis (MN); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group is seeking a Wealth Planner to lead advanced financial planning for High Net Worth and Ultra High Net Worth clients. You will partner with Wealth Advisors and Senior Wealth Strategists to design documented strategies that drive client engagement and asset growth.

You will leverage expertise in taxation, estate planning, philanthropy, and compliance to deliver integrated advice and coaching for Advisors across complex planning areas.

Qualifications

• 3–5 years of relevant experience or a post-secondary degree in a related field.
• Proven experience in financial planning and working with HNW clients and Wealth Advisors.
• CFP or equivalent designation required.
• MBA, JD/LL.M, or Life Insurance designation considered assets.
• Proficiency in financial planning software (eMoney, MoneyGuide Pro).
• Strong verbal and written communication, collaboration, analytical, and influence skills.

Responsibilities

• Lead goals-based discovery processes and ensure accurate data capture and plan creation.
• Develop and present complex, comprehensive wealth plans tailored to client objectives.
• Collaborate with internal stakeholders to expand service offerings and drive business growth.
• Maintain high standards for client experience and relationship development.
• Provide strategic insights and support execution of business initiatives.
• Analyze strategic issues and contribute to business/group strategy development.
• Leverage expertise in taxation, estate & trust, and succession planning.
• Coach Wealth Advisors on delivering wealth management solutions.
• Offer integrated, customized advice across advanced planning areas including philanthropy.
• Ensure compliance with banking, investment, and legal regulations.

Skills

Verbal and written communication

Collaboration

Analytical skills

Influence skills

Education

CFP or equivalent designation

MBA

JD/LL.M

Life Insurance designation

Tools

eMoney

MoneyGuide Pro

Job description

BMO Financial Group is seeking a Wealth Planner to lead advanced financial planning for High Net Worth and Ultra High Net Worth clients. You will partner with Wealth Advisors and Senior Wealth Strategists to design documented strategies that drive client engagement and asset growth.

You will leverage expertise in taxation, estate planning, philanthropy, and compliance to deliver integrated advice and coaching for Advisors across complex planning areas.