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.