Wealth Planner

BMO U.S.

. Provides wealth planning, advanced financial planning, guidance and counsel for High Net Worth and Ultra High Net Worth client segments .

Posted 11/3/2026full-timeUnited StatesJunior💰 $90,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth planning and advanced financial strategies for High Net Worth and Ultra High Net Worth clients, leveraging strong analytical, communication, and collaboration skills to deliver tailored financial solutions and drive client asset growth.

Highest-signal resume keywords

Wealth PlanningFinancial Planning AnalysisCFP DesignationNaviPlan SoftwareClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Management SolutionsTaxation StrategiesEstate PlanningSuccession PlanningPhilanthropy PlanningSales Campaign DevelopmentData AnalysisRisk ManagementClient Presentations

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationAnalytical Problem-SolvingInfluence Skills

Certifications & Qualifications

CFP DesignationLife Insurance DesignationTrust & Estate PractitionerMBALL.B/LL.L/LL.M

Industry Keywords

High Net Worth ClientsUltra High Net Worth ClientsInvestment AdvisorsFinancial GoalsClient Experience StandardsRegulatory ComplianceAsset GrowthSales ProcessesStrategic PlanningClient Retention

About the role

Key responsibilities & impact

Provides wealth planning, advanced financial planning, guidance and counsel for High Net Worth and Ultra High Net Worth client segments
Partners with Investment Advisors to develop and deliver client-focused wealth planning experiences culminating in documented wealth strategies
Participates in the end-to-end wealth planning process, from discovery and financial planning analysis through development of financial plans, recommendations, and client presentations
Creates awareness of key products and services to generate increased asset levels from HNW/UHNW investors
Supports client asset growth and retention by advising Investment Advisors on broadening client dialogue, consolidating assets, and increasing revenues
Leads or facilitates goals-based discovery with clients and ensures standards for data capture and plan creation
Develops detailed and complex financial plans and conducts client presentations
Implements strategies to expand services and achieve client goals and business results
Develops internal and external networks and referral sources within the assigned region
Acts as a trusted advisor and assists in developing strategic plans
Identifies emerging issues and trends and supports strategic initiatives
Conducts independent analysis to resolve strategic issues and provides insights and recommendations
Works with Investment Advisors and Branch Managers to deliver wealth management solutions and increase awareness of Wealth Management Consultants
Leverages taxation, estate and trust, succession planning, philanthropy, and other advanced planning resources
Provides coaching and training to Investment Advisors
Develops and executes sales campaigns and awareness articles for Investment Advisors
Provides customized wealth planning advice and implements strategies to achieve clients’ financial goals
Reinforces sales processes and client experience standards by identifying gaps and best practices
Protects bank assets by complying with banking, investment, lending, legal, ethical, risk, and regulatory requirements
Makes risk-informed decisions aligned with business strategy and approved risk appetite
Handles specialized consulting, analytical, and technical support and non-routine situations

Requirements

What you’ll need

WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study
SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study
Experience in selling to Investment Advisors or HNW clients
Experience in financial planning is an asset
CFP designation (IQPF in Quebec)
MBA considered an asset
LL.B/LL.L/LL.M is considered an asset
Life Insurance designation is considered an asset
Working knowledge of financial planning software; NaviPlan an asset
Trust & Estate Practitioner
Deep knowledge and technical proficiency gained through extensive education and business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
In-depth training and coaching
Manager support and network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities