NeverHard
Wealth Planning Consultant/Sr Wealth Planning Consultant at BMO — NeverHard
Wealth Planning Consultant/Sr Wealth Planning Consultant at BMO in London, Middlesex. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- London, Middlesex
- Type
- full_time
Application Deadline:
04/19/2026
Address:
255 Queens Avenue
Job Family Group:
Wealth Sales & Service
Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.
Leads/facilitates goals-based discovery process d
This page requires JavaScript. Please enable it in your browser, or explore
neverhard.com for more information.