Wealth Planning Consultant/sr Wealth Planning Consultant

BMO

London, United Kingdom
$65,600.00 - $122,600.00; not specified; health in...
High net worth client segments
Advanced financial planning
Client-focussed wealth planning
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

$65,600.00 - $122,600.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • High Net Worth client segments
  • advanced financial planning
  • client-focussed wealth planning
  • goals-based discovery process
  • develop detailed financial plans

Nice-to-have

  • trusted advisor
  • collaborative selling approach
  • consultative and collaborative
  • innovating and pushing boundaries

Key Requirements

  • 1-3 years of relevant experience (WPC)
  • 3-5 years of relevant experience (SWPC)
  • Post-secondary degree in related field
  • Experience selling to Investment Advisors
  • CFP designation
  • MBA considered an asset
  • LL.B/LL.L/LL.M considered an asset
  • Life Insurance designation considered an asset

Work Rights

Not specified

Tailored Resume

Cover Letter