Base: $65,600.00 - $122,600.00; bonus/equity: may ...
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Collaborative partnership with investment advisors
The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments
Job Summary
The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments.
Candidates will work collaboratively with Investment Advisors to develop documented wealth strategies and deliver a client-focused experience from discovery to implementation.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments.
Salary
Base: $65,600.00 - $122,600.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
HNW/UHNW client segment experience
End-to-end wealth planning execution
Collaborative partnership with Investment Advisors
Advanced financial planning analysis
Client presentation and coaching skills
Nice-to-have
Strategic problem solving abilities
Data driven decision making approach
Internal network building capabilities
Consultative selling methodology
Proactive business growth initiatives
Key Requirements
1-3 years experience for WPC or 3-5 years for SWPC
Post-secondary degree in related field
CFP designation (or IQPF in Quebec)
Experience selling to Investment Advisors or HNW clients
Working knowledge of financial planning software like NaviPlan