Wealth Planning Consultant, Private Wealth
BMO — Toronto, ON, CAN
Posted 2026-10-23
Application Deadline: 11/12/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service The Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients in partnership with Investment Advisors. In this role, you will deliver a client-focused planning experience, from discovery and financial analysis through to the development and presentation of customized wealth strategies. You'll be working with clients typically holding $1 million to $3 million in investable assets, you will help deepen client relationships, identify opportunities, and provide advice across a broad range of complex planning needs, including retirement, tax, estate, succession, and philanthropic planning. What You'll Be Doing Partner with Investment Advisors to deliver comprehensive wealth planning solutions for HNW/UHNW clients. Lead client discovery conversations and develop detailed, goals-based financial plans tailored to each client's unique circumstances. Present financial planning recommendations and wealth strategies to clients and support Investment Advisors in client meetings. Provide advanced planning expe