Wealth Planning Advisor Financial Planning
BMO
Advance wealth planning expertise with BMO as a Wealth Planning Advisor supporting professionals through customized financial planning solutions. Work hybrid, with four office days and one remote day.Within BMO Wealth Planning, Trust & Advisory Services, you will support Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role covers investment, retirement, estate, tax, insurance, and corporate planning strategies. You will provide advisory support, technical guidance, and planning expertise.Key Responsibilities:
Prepare, present, and update comprehensive financial plansPartner with Investment Advisors, Counsellors, and Private BankersAnswer complex tax and estate planning inquiriesCoach professionals on WealthPath planning toolsSupport planning software enhancements and testingRequirements:
At least five years of financial planning experienceInvestment industry knowledge and advanced planning conceptsPFP, QAFP, CFP, or Quebec IQPF designationTechnical proficiency with WealthPath or equivalent softwareStrong communication, analytical, collaboration, and influence skillsApply financial planning, WealthPath, and technical advisory expertise while supporting BMO professionals with comprehensive wealth solutions.
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Prepare, present, and update comprehensive financial plansPartner with Investment Advisors, Counsellors, and Private BankersAnswer complex tax and estate planning inquiriesCoach professionals on WealthPath planning toolsSupport planning software enhancements and testingRequirements:
At least five years of financial planning experienceInvestment industry knowledge and advanced planning conceptsPFP, QAFP, CFP, or Quebec IQPF designationTechnical proficiency with WealthPath or equivalent softwareStrong communication, analytical, collaboration, and influence skillsApply financial planning, WealthPath, and technical advisory expertise while supporting BMO professionals with comprehensive wealth solutions.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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