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. #J-18808-Ljbffr