Senior Wealth Planner (Location SF or Walnut Creek)

Bank of Montreal • Walnut Creek, CA

2d

About The Position

The Senior Wealth Strategist delivers advanced, specialized wealth planning services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This role collaborates with Relationship Managers and planning professionals to provide holistic advice across financial, tax, estate, trust, philanthropic, and succession planning. The position is instrumental in strengthening client relationships, consolidating assets, and driving revenue growth.

Requirements

• 5–9 years of relevant experience in wealth planning, private banking, or financial advisory roles, with a proven track record of working with HNW/UHNW clients.
• A university degree in a relevant field is required; a post-graduate degree (e.g., MBA, JD, LL.M., or Master’s in Taxation) is highly desirable.
• Deep knowledge of wealth planning strategies, including tax optimization, estate structuring, succession planning, and philanthropic giving.
• Broad understanding of financial institutions, investment management principles, and financial markets.
• Proficiency in financial planning software and tools.
• Exceptional verbal and written communication skills.
• Advanced analytical and problem-solving capabilities.
• Strong influence and collaboration skills, especially in cross-functional environments.
• Ability to manage ambiguity and apply data-driven decision-making.

Nice To Haves

• Professional designations such as CFP®, CPA, TEP, or CLU are considered strong assets.
• Experience developing and delivering training or thought leadership content is a plus.

Responsibilities

• Deliver customized, comprehensive wealth planning solutions to HNW/UHNW clients.
• Partner with Private Bankers, Investment Counsellors, and Advisors to support client strategy.
• Lead goals-based discovery sessions and ensure high standards for data capture and plan creation.
• Act as a subject matter expert in specialized planning areas, including regulatory and policy guidance.
• Provide insights on emerging trends, legislation, and advanced planning strategies.
• Develop and present educational content for internal and client-facing use.
• Consult with clients and their external advisors on complex financial issues.
• Build and maintain internal and external networks to support business growth.
• Ensure compliance with all banking, investment, legal, and ethical standards.
• Operate as a strategic resource across the enterprise, contributing to senior-level initiatives.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees