Senior Wealth Planning Consultant
BMO Nesbitt Burns Inc.
Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth disciplines.This specialist consultant supports long-term financial objectives through customized advice for HNW/UHNW clients. You will address financial, tax, succession, philanthropic, will, estate, and trust planning needs. The work includes partnering with Private Bankers, Investment Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to develop comprehensive solutions.Key Responsibilities:
Facilitate goals-based discovery directly with HNW/UHNW clientsDevelop detailed, complex financial plans using financial analysisProvide specialized wealth planning advice and solutionsCreate educational, internal, and client-facing planning contentMaintain networks and referral sources supporting business growthRequirements:
Five to nine years of relevant experienceUniversity degree in a relevant fieldExperience dealing with HNW/UHNW clientsExtensive knowledge of wealth planning strategies, issues, and trendsExpert communication, analytical, influence, and collaboration skillsApply wealth planning, financial analysis, and consultative expertise to deliver specialized BMO advice for complex client needs.
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Facilitate goals-based discovery directly with HNW/UHNW clientsDevelop detailed, complex financial plans using financial analysisProvide specialized wealth planning advice and solutionsCreate educational, internal, and client-facing planning contentMaintain networks and referral sources supporting business growthRequirements:
Five to nine years of relevant experienceUniversity degree in a relevant fieldExperience dealing with HNW/UHNW clientsExtensive knowledge of wealth planning strategies, issues, and trendsExpert communication, analytical, influence, and collaboration skillsApply wealth planning, financial analysis, and consultative expertise to deliver specialized BMO advice for complex client needs.
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Vacancy posted 1 hour ago
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