Senior Estate Planning Consultant
Bank N.A.
Shape comprehensive wealth plans for BMO’s HNW and UHNW clients using estate planning expertise and complex financial analysis.This Estate Planning Consultant provides specialized advice within BMO’s Wealth Sales & Service group. You will partner with Relationship Managers and planning professionals across financial, tax, succession, philanthropic, will, estate, and trust planning. The work supports customized client solutions, detailed plan creation, and long-term wealth objectives.Key Responsibilities:
Facilitate goals-based discovery with HNW and UHNW clientsDevelop detailed, complex financial plans using financial analysisConsult with clients and external advisors on complex issuesCreate planning content, training materials, and client resourcesPresent specialized planning education within BMO and to clientsRequirements:
Five to nine years of relevant experience and university degreeExperience serving HNW and UHNW clientsExtensive wealth planning strategies, issues, and trends knowledgeExpert communication, analytical, problem-solving, and influence skillsAbility to manage ambiguity and make data-driven decisionsApply estate planning expertise, collaborative influence, and financial analysis to deliver specialized wealth solutions for BMO clients.
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Facilitate goals-based discovery with HNW and UHNW clientsDevelop detailed, complex financial plans using financial analysisConsult with clients and external advisors on complex issuesCreate planning content, training materials, and client resourcesPresent specialized planning education within BMO and to clientsRequirements:
Five to nine years of relevant experience and university degreeExperience serving HNW and UHNW clientsExtensive wealth planning strategies, issues, and trends knowledgeExpert communication, analytical, problem-solving, and influence skillsAbility to manage ambiguity and make data-driven decisionsApply estate planning expertise, collaborative influence, and financial analysis to deliver specialized wealth solutions for BMO clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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