Base: $69,000.00 - $129,000.00; bonus/equity: may ...
3d onsite
5+ years financial planning experience
Advanced financial planning concepts
Wealthpath or equivalent planning software
The Wealth Planning Support Team delivers innovative and customized wealth planning solutions to help clients preserve, enhance, transfer, and protect their wealth
Job Summary
The Wealth Planning Support Team delivers innovative and customized wealth planning solutions to help clients preserve, enhance, transfer, and protect their wealth.
This role involves providing financial planning expertise and subject matter support to BMO Wealth Professionals across Private Wealth, BMO Nesbitt Burns, and BMO Private Banking.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The Wealth Planning Support Team delivers innovative and customized wealth planning solutions to help clients preserve, enhance, transfer, and protect their wealth.
Salary
Base: $69,000.00 - $129,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
5+ years financial planning experience
Advanced financial planning concepts
WealthPath or equivalent planning software
Strong verbal and written communication skills
Investment industry knowledge
Nice-to-have
Collaboration and team skills
Analytical and critical thinking skills
Influence skills
Results oriented and client focused
Deep knowledge of legislative developments
Key Requirements
Professional Planning Designation (PFP, QAFP, CFP, or IQPF)
At least 5+ years of financial planning experience
Technical proficiency with WealthPath planning software