Wealth Planning Advisor

Bmousbenefits

Calgary, Alberta, Canada
Base: $69,000.00 - $129,000.00; bonus/equity: not ...
3d onsite
Financial planning expertise
Wealth planning process support
Subject matter expertise
The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking

Job Summary

  • The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking.
  • The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking.

Salary

Base: $69,000.00 - $129,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • financial planning expertise
  • wealth planning process support
  • subject matter expertise
  • WealthPath or equivalent software
  • collaboration with wealth professionals

Nice-to-have

  • innovative and customized solutions
  • enterprise-wide initiatives
  • learning resource development
  • quality review processes

Key Requirements

  • 5+ years financial planning experience
  • Professional Planning Designation (PFP®, QAFP® or CFP™, IQPF®)
  • Strong technical knowledge of WealthPath
  • Excellent computer skills

Work Rights

Not specified

Tailored Resume

Cover Letter