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Senior Wealth Planning Strategist HNW Clients

Job in Calgary, Alberta, D3J, Canada
Listing for: BMO Financial Group
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Position: Senior Wealth Planning Strategist for HNW Clients
A leading financial services provider in Calgary is seeking a Wealth Management Consultant to provide advanced financial planning and advisory services for high net worth clients. This role focuses on developing customized wealth strategies and collaborating with Investment Advisors to enhance the client experience. Ideal candidates should possess relevant experience in financial planning and sales, alongside necessary educational qualifications such as a CFP designation.

The role offers competitive salary and extensive benefits.
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Position Requirements
10+ Years work experience
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