Advanced Wealth Consultant for BMO Clients
BMO • vancouver, metro vancouver regional district • Posted July 04, 2026
About the Role
Advance your career at BMO as an Advanced Wealth Consultant, focusing on ultra-high net worth clients. Deliver top-tier financial planning and wealth strategies.
In this essential role, you will serve as a trusted advisor, crafting comprehensive financial plans for clients with assets typically between $1 million and $3 million. Your responsibilities include collaborating closely with Investment Advisors and executing strategies that enhance the client experience while achieving business growth objectives. The position emphasizes a disciplined approach to planning, risk management, and relationship building.
Key Responsibilities:
• Develop and maintain detailed wealth management plans
• Execute strategies to grow client assets responsibly
• Mentor and train Investment Advisors on wealth solutions
• Conduct thorough analysis and assessment for client needs
• Leverage financial planning software for strategic insights
Requirements:
• At least 1-3 years of finan...
In this essential role, you will serve as a trusted advisor, crafting comprehensive financial plans for clients with assets typically between $1 million and $3 million. Your responsibilities include collaborating closely with Investment Advisors and executing strategies that enhance the client experience while achieving business growth objectives. The position emphasizes a disciplined approach to planning, risk management, and relationship building.
Key Responsibilities:
• Develop and maintain detailed wealth management plans
• Execute strategies to grow client assets responsibly
• Mentor and train Investment Advisors on wealth solutions
• Conduct thorough analysis and assessment for client needs
• Leverage financial planning software for strategic insights
Requirements:
• At least 1-3 years of finan...