Elevate your career with BMO as a Wealth Planning Consultant, focusing on High Net Worth clients. Blend advanced financial planning expertise with client-centric advisement for impactful results. In this role, you will draw on 3-5 years of relevant experience to craft detailed financial plans for HNW and UHNW clients.
Collaborate with Investment Advisors to provide tailored wealth strategies, ensuring a comprehensive client experience. This position emphasizes consultative selling and requires technical proficiency in financial planning software. Key Responsibilities:
- Facilitate goals-based discovery processes with clients
- Develop complex financial plans to meet objectives
- Implement strategies to expand service offerings
- Build networks and referral sources for business growth
- Support ethical wealth planning practices with best insights
Requirements:
- 3-5 years of relevant experience in financial planning
- CFP designation required; MBA or LL.B preferred
- Solid analytical and problem-solving skills
- Experience selling to Investment Advisors
- Expertise in financial planning software
Shape unique financial pathways for clients and enhance their wealth management experience.
📌 Wealth Planning Consultant at BMO (Toronto)
🏢 BMO
📍 Toronto
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