Senior Wealth Planner for HNW/UHNW Portfolios

2 weeks ago


Alton, Canada BMO Financial Group Full time

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required, with a focus on cultivating strong client connections and strategy execution.
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  • Alton, Canada BMO Financial Group Full time

    Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service 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...

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