Wealth Planning Consultant, Private Wealth

BMO

Waterloo, Canada
$62,800.00 - $112,800.00; not specified; health in...
High net worth client segments
Advanced financial planning
Client-focused wealth planning
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments

Job Summary

  • Provides wealth planning, advanced financial planning, guidance and counsel focused 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-focused wealth planning experience culminating in a documented wealth strategy.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

Salary

$62,800.00 - $112,800.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High Net Worth client segments
  • advanced financial planning
  • client-focused wealth planning
  • goals-based discovery process
  • develop detailed financial plans
  • consultative and collaborative selling

Nice-to-have

  • trusted advisor
  • internal/external networks
  • strategic problem solving
  • emerging issues and trends

Key Requirements

  • Experience selling to Investment Advisors or HNW clients
  • Experience in financial planning required
  • CFP designation
  • CPA designation preferred
  • Life Insurance designation asset
  • Trust & Estate Practitioner

Work Rights

Not specified

Tailored Resume

Cover Letter