Wealth Planning Consultant, Private Wealth
- Employment type
- Full-time · On-site
- Posted
- October 1, 2026
- Province
- Ontario (ON)
Hiring confidence: Sparse posting · 7/100
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 Ontario. 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 Ontario
Average salary for Wealth Planning Consultant, Private Wealth in Ontario
We do not have a salary benchmark for this title in Ontario 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
- Ability to work with High Net Worth and Ultra High Net Worth clients
- Collaborative partnership skills with Investment Advisors
- Experience in end-to-end wealth planning processes
- Financial planning expertise
Fit check
Is this role right for you?
Top skills this posting asks for:
- Wealth Planning
- Financial Planning
- Client Advisory
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What you'll do
- Provide wealth planning and advanced financial planning guidance to HNW/UHNW clients
- Offer counsel focused on High Net Worth and Ultra High Net Worth client segments
- Work collaboratively with Investment Advisors to develop client-focused wealth planning experiences
- Develop and deliver documented wealth strategies
- Participate in end-to-end wealth planning experiences
What you'll need
- Ability to work with High Net Worth and Ultra High Net Worth clients
- Collaborative partnership skills with Investment Advisors
- Experience in end-to-end wealth planning processes
- Financial planning expertise