Senior Wealth Strategist / Certified Financial Planner -JD / LLM

BMO is seeking a Senior Wealth Strategist/Certified Financial Planner to provide specialized wealth planning for High Net Worth and Ultra High Net Worth clients. This role involves collaborating with relationship managers and other professionals to offer comprehensive advice on financial, tax, succession, and estate planning. The strategist will support client asset growth and retention by developing and implementing tailored wealth planning solutions.

• Provide customized advice and specialized planning services to HNW/UHNW clients
• Collaborate with relationship managers and other planning professionals
• Develop and implement comprehensive wealth planning solutions
• Leverage financial analysis for complex financial plans
• Act as a subject matter expert in specialized planning areas
• Support client asset growth and retention