Wealth Planning Consultant, Private Wealth

BMO

Waterloo, Ontario, Canada
Base: $62,800.00 - $112,800.00; bonus/equity: perf...
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Complex financial plan development
The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments

Job Summary

  • The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments.
  • Candidates will collaborate with Investment Advisors to develop documented wealth strategies and coach clients through complex financial objectives.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

The role provides advanced financial planning and guidance specifically focused on High Net Worth and Ultra High Net Worth client segments.

Salary

Base: $62,800.00 - $112,800.00; Bonus/Equity: Performance-based incentives and discretionary bonuses included; Benefits: Health, accident, life insurance, tuition reimbursement, and retirement savings plans

Skills & Requirements

Must-have

  • HNW/UHNW client segment experience
  • End-to-end wealth planning execution
  • Complex financial plan development
  • Tax estate and succession planning knowledge

Nice-to-have

  • Consultative selling approach
  • Strategic problem solving skills
  • Internal stakeholder collaboration

Key Requirements

  • CFP designation (IQPF in Quebec)
  • Experience selling to Investment Advisors or HNW clients
  • CPA designation preferred
  • Trust & Estate Practitioner certification considered an asset

Work Rights

Not specified

Tailored Resume

Cover Letter