$69,000.00 - $129,000.00; not specified; health in...
3d onsite
Financial planning expertise
Subject matter support
Wealth planning tools
The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, supporting comprehensive wealth planning solutions
Job Summary
The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, supporting comprehensive wealth planning solutions.
Key responsibilities include delivering financial planning support through a centralized platform, partnering with advisors to develop client plans, and responding to complex planning inquiries.
BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals, supporting comprehensive wealth planning solutions.
Salary
$69,000.00 - $129,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Skills & Requirements
Must-have
Financial planning expertise
Subject matter support
Wealth planning tools
Centralized planning platform
Client plan development
Nice-to-have
Innovative and customized solutions
Team approach
Boldly Grow the Good
Inclusive, equitable and accessible workplace
Key Requirements
5+ years of financial planning experience
Professional Planning Designation (PFP®, QAFP® or CFP™, IQPF®)
Strong Technical Knowledge of WealthPath or equivalent
Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365)