Wealth Planning Consultant

BMO Financial Group

Toronto, Ontario, Canada
Base: $67,400 - $117,400; bonus/equity: commission...
Hnw/uhnw client segment experience
Advanced financial planning skills
Collaborative selling approach
The role focuses on providing advanced financial planning and guidance specifically to High Net Worth and Ultra High Net Worth client segments

Job Summary

  • The role focuses on providing advanced financial planning and guidance specifically to High Net Worth and Ultra High Net Worth client segments.
  • Candidates will work collaboratively with Investment Advisors to develop documented wealth strategies and deliver a client-focused experience.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role focuses on providing advanced financial planning and guidance specifically to High Net Worth and Ultra High Net Worth client segments.

Salary

Base: $67,400 - $117,400; Bonus/Equity: Commission structure possible; Benefits: Health, tuition, insurance, retirement plans

Skills & Requirements

Must-have

  • HNW/UHNW client segment experience
  • Advanced financial planning skills
  • Collaborative selling approach
  • Tax estate and succession planning knowledge
  • Client discovery process execution

Nice-to-have

  • Strategic problem solving abilities
  • Data driven decision making skills
  • Internal network building capabilities
  • Complex wealth service offerings expertise

Key Requirements

  • Post-secondary degree in related field
  • 1-3 years relevant experience for WPC
  • 3-5 years relevant experience for SWPC
  • CFP designation or IQPF in Quebec
  • Experience selling to Investment Advisors or HNW clients

Work Rights

Not specified

Tailored Resume

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