Expand your financial expertise as a Senior Wealth Planning Consultant at BMO. Focused on High Net Worth clients, you’ll deliver customized wealth strategies and advice to enhance client experiences.
This role requires a proactive approach to financial planning, working alongside Investment Advisors to create comprehensive wealth strategies. Leveraging your expertise, you will conduct client presentations and develop high-value financial plans to meet HNW/UHNW clients' objectives. Collaboration is key to providing impactful wealth planning insights and solutions.
Key Responsibilities:
• Facilitate goals-based discovery processes with clients
• Develop and present complex financial plans
• Increase service scope for enhanced business growth
• Build internal and external networks for referrals
• Ensure high standards in client relationship management
Requirements:
• 3-5 years of relevant financial planning experience
• CFP designation or equivalent
• Expertise in tax, estate, and succession planning
• Robust analytical and communication skills
• Experience with financial planning software
Utilize your advanced financial planning skills to significantly impact client strategies and experiences at BMO.
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