Wealth Planning Consultant/Senior Wealth Planning Consultant

Ottawa, ON, CAN, CAFull-time$80k2026-10-16 → 2026-11-10

Core

Lead planner for High Net Worth and Ultra High Net Worth clients, developing complex financial plans and strategies to achieve personal goals and increase asset levels.

Role type

Senior Wealth Planning Consultant (IC)

Builds

Documented wealth strategies and high-value financial plans for HNW/UHNW clients

Domain

Wealth Management / Financial Planning

Required skills

Financial planning, Tax planning, Estate and succession planning, Client relationship management, Strategic planning, Sales to Investment Advisors

Preferred skills

CFP designation, MBA, LL.B/LL.L/LL.M, Life Insurance designation, Trust & Estate Practitioner

Technologies

Financial planning software

Responsibilities

Lead goals-based discovery process with clients, Develop detailed financial plans, Implement strategies to increase service scope, Develop internal/external networks, Provide coaching to Investment Advisors, Execute sales campaigns

Seniority

Senior, hands-on IC

About bmo

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.