Wealth Planning Consultant
- Employment type
- Full-time · On-site
- Posted
- September 19, 2026
- Province
- Alberta (AB)
Hiring confidence: Sparse posting · 22/100
This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored
Job Overview
This role is based in Alberta. BMO Financial is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
Market context
About this role in Alberta
Average salary for Wealth Planning Consultant in Alberta
We do not have a salary benchmark for this title in Alberta yet. The posting does not state a salary either.
NOC code
This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.
Typical qualifications for Canadian employers
- Experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments
- Ability to work collaboratively with Investment Advisors
- Knowledge of advanced financial planning
- Client-focused approach to wealth planning
Fit check
Is this role right for you?
Top skills this posting asks for:
- Wealth Planning
- Financial Planning
- Client Relationship Management
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What you'll do
- Provide wealth planning and advanced financial planning services
- Offer guidance and counsel to HNW/UHNW clients
- Work collaboratively with Investment Advisors to develop wealth strategies
- Deliver client-focused wealth planning experience
- Develop and document wealth strategy for clients
- Participate in end-to-end wealth planning process including discovery phase
What you'll need
- Experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments
- Ability to work collaboratively with Investment Advisors
- Knowledge of advanced financial planning
- Client-focused approach to wealth planning