Senior Wealth Planning Consultant
BMO
Advanced financial planning and HNW client expertise define this Senior Wealth Planning Consultant position at BMO, based at 595 Burrard Street. Collaborate with Investment Advisors.This senior position serves High Net Worth and Ultra High Net Worth clients through documented wealth strategies. You will lead discovery, analyze complex finances, and develop customized recommendations. The work includes client presentations, coaching Investment Advisors, and supporting asset growth.Key Responsibilities:
Lead goals-based discovery and maintain planning data standardsDevelop complex financial plans and present recommendationsProvide tax, estate, succession, and philanthropy planning insightsCoach Investment Advisors on wealth management solutionsSupport client asset growth and retention strategiesRequirements:
Three to five years of relevant experiencePost-secondary degree in a related fieldExperience selling to Investment Advisors or HNW clientsCFP designation;
IQPF applies in QuebecIn-depth communication, collaboration, analytical, and problem-solving skillsApply senior wealth planning expertise, financial analysis, and client counsel to BMO’s HNW and UHNW planning experience.
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Lead goals-based discovery and maintain planning data standardsDevelop complex financial plans and present recommendationsProvide tax, estate, succession, and philanthropy planning insightsCoach Investment Advisors on wealth management solutionsSupport client asset growth and retention strategiesRequirements:
Three to five years of relevant experiencePost-secondary degree in a related fieldExperience selling to Investment Advisors or HNW clientsCFP designation;
IQPF applies in QuebecIn-depth communication, collaboration, analytical, and problem-solving skillsApply senior wealth planning expertise, financial analysis, and client counsel to BMO’s HNW and UHNW planning experience.
#J-18808-Ljbffr
Vacancy posted 19 minutes ago
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