Senior HNW Wealth Planning ConsultantBMO Financial Group • Barrie, ON, CA

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Senior HNW Wealth Planning Consultant

BMO Financial Group • Barrie, ON, CA

7 days ago

Job type

Full-time

Job description

A leading financial institution in Barrie, Ontario is seeking a Wealth Planning Consultant to provide advanced financial planning and guidance for High Net Worth clients. You will develop detailed financial plans, collaborate with Investment Advisors, and ensure a premier client experience. The ideal candidate has 1-5 years of related experience and a post-secondary degree in finance or a related field. This role offers a competitive salary and benefits.

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Senior HNW Wealth Planning Consultant • Barrie, ON, CA

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