Wealth Planning Consultant

BMO

Toronto, Canada
$67,400.00 - $117,400.00; not specified; health in...
High net worth client segments
Advanced financial planning
Collaborative partnership with investment advisors
Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments

Job Summary

  • Provides wealth planning, advanced financial planning, guidance and counsel focussed 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-focussed wealth planning experience culminating in a documented wealth strategy.
  • BMO is committed to an inclusive, equitable and accessible workplace.

Matching Summary

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

Salary

$67,400.00 - $117,400.00; 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
  • collaborative partnership with Investment Advisors
  • goals-based discovery process
  • develop detailed financial plans
  • consultative and collaborative selling approach

Nice-to-have

  • trusted advisor role
  • internal/external network development
  • strategic problem solving
  • emerging issues and trends identification

Key Requirements

  • minimum of 1-3 years of relevant experience (WPC)
  • minimum of 3-5 years of relevant experience (SWPC)
  • post-secondary degree in related field
  • Experience selling to Investment Advisors or HNW clients
  • CFP designation (IQPF in Quebec)
  • Working knowledge of financial planning software

Work Rights

Not specified

Tailored Resume

Cover Letter