Base: $115,000.00 to $145,000.00 (vancouver); bonu...
5-9 years relevant experience
University degree in relevant field
Financial planning experience
The role involves providing specialized wealth planning for High Net Worth clients to help meet their long-term financial objectives
Job Summary
The role involves providing specialized wealth planning for High Net Worth clients to help meet their long-term financial objectives.
Candidates will develop comprehensive, customized financial plans addressing retirement, tax, estate planning, and broader wealth planning objectives.
BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, and tuition reimbursement.
Matching Summary
The role involves providing specialized wealth planning for High Net Worth clients to help meet their long-term financial objectives.
Salary
Base: $115,000.00 to $145,000.00 (Vancouver); Bonus/Equity: Additional discretionary compensation possible; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
5-9 years relevant experience
University degree in relevant field
Financial planning experience
Nice-to-have
Excellent communication skills
Ability to manage ambiguity
Strong collaboration and team skills
Key Requirements
CPA, CFP, or TEP professional designation
In-depth tax completion beneficial
Broad knowledge of investment management principles