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Financial Consultant Financial Advisor Wealth Management Financial Services

Senior HNW Wealth Planning Strategist

Job in Barrie, Ontario, A4N, Canada
Listing for: BMO
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a professional for wealth planning, focusing on high net worth clients. Responsibilities include developing financial plans, collaborating with Investment Advisors, and providing guidance to enhance client experiences. Ideal candidates have at least 1-3 years of relevant experience for the WPC role, a post-secondary degree, and skills in financial planning and analysis. This role emphasizes teamwork, analytical thinking, and effective communication to ensure client satisfaction.
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Position Requirements
10+ Years work experience
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