Senior Wealth Strategist

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long‑term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Responsibilities Provides customized advice and specialized planning services to HNW/UHNW client segments. Facilitates/participates in goals‑based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Demonstrates a consultative and collaborative value‑added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience. Applies well‑developed consultative sales and wealth planning principles, practices and techniques in client interactions. Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients. Leverages financial analysis in the development of detailed and complex financial plans. Consults with clients and their external advisors on complex issues, as required. Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions. Develops content in the area(s) of specialized planning for use as training material, internal resource material and client‑facing material. Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients. Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business. May network with industry contacts to gain competitive insights and best practices. Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study. Post‑graduate degree is desirable. Relevant professional designation is considered an asset. Experience dealing with HNW/UHNW clients. Proven track record in developing and growing a profitable financial or related client services business. Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends. Broad knowledge of financial institutions, services and products. Broad knowledge of investment management principles, economics and financial markets. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In‑depth / Expert. Analytical and problem solving skills - In‑depth / Expert. Influence skills - In‑depth / Expert. Collaboration & team skills; with a focus on cross‑group collaboration - In‑depth / Expert. Able to manage ambiguity. Data driven decision making - In‑depth / Expert. Salary $91,800.00 - $171,000.00 Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr