Wealth Planning Consultant

BMO

Barrie, Canada
Base: $62,800.00 - $112,800.00; bonus/equity: not ...
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 offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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

Base: $62,800.00 - $112,800.00; Bonus/Equity: Not specified; Benefits: 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

Nice-to-have

  • trusted advisor
  • strategic problem solving
  • internal/external network development

Key Requirements

  • 1-3 years relevant experience
  • post-secondary degree
  • CFP designation
  • Experience selling to Investment Advisors
  • Experience with HNW clients

Work Rights

Not specified

Tailored Resume

Cover Letter