Wealth Planning Consultant, Private Wealth

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><span>Application Deadline:</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>10/06/2026<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Address:</span></p>20 Erb Street West<p style="text-align:inherit"></p><p style="text-align:inherit"></p><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Wealth Sales & Service<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><div>Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients.

Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.

</div><div><div><div><div><ul><li>Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.</li><li>Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.

</li><li>Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.</li><li>Develops internal/external networks and referral sources to grow business within the assigned region.</li><li>Ensures that the region's client experience standards for financial planning and client relationship development are met.

</li><li>Acts as a trusted advisor to assigned business/group.</li><li>Assists in the development of strategic plans.</li><li>Identifies emerging issues and trends to inform decision-making.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business/group strategy.

</li><li>Conducts independent analysis and assessment to resolve strategic issues.</li><li>Works closely with Investment Advisors in the development and delivery of HNW management solutions.</li><li>Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.</li><li>Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.

</li><li>Builds effective relationships with internal/external stakeholders.</li><li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.</li><li>Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.

</li><li>Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.</li><li>Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.</li><li>Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.

</li><li>Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.</li><li>Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.</li><li>Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.

</li><li>Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>Provides specialized consulting, analytical and technical support.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works independently and regularly handles non-routine situations.</li><li>Broader work or accountabilities may be assigned as needed.

<p><b>Qualifications:</b></p></li><li>Experience in selling to Investment Advisors or HNW clients.</li><li>Experience in financial planning is required.</li><li>CFP designation (IQPF in Quebec)</li><li>Completion of the Chartered Professional Associate (CPA) designation is preferred.</li><li>Life Insurance designation is considered an asset.</li><li>Trust & Estate Practitioner.</li><li>Deep knowledge and technical proficiency gained through extensive education and business experience.

</li><li>Verbal & written communication skills

• In-depth.</li><li>Collaboration & team skills
• In-depth.</li><li>Analytical and problem solving skills
• In-dept