Elevate client financial strategies as a Wealth Planning Advisor with BMO. This hybrid role entails quality reviewing financial plans and providing expert coaching to Wealth Professionals. As a crucial member of the Wealth Planning Support Team, you will review financial plans for accuracy and effectiveness while promoting sound financial strategies. You will coach front-line Wealth Professionals, ensuring they adhere to best practices across investment, retirement, estate, tax, and insurance planning. Your role significantly influences the client experience and identifies growth areas through quality reviews.

Key Responsibilities
• Review financial plans for accuracy and quality
• Provide feedback and coaching to Wealth Professionals




• Monitor industry developments affecting financial planning
• Develop tools to enhance financial planning adoption
• Support business processes for operational efficiency

Requirements:
• Minimum of three years in financial planning support
• PFP®, CFP™, or QAFP™ designation required
• Robust investment industry knowledge and client-facing experience
• Proficient with WealthPath or similar software
• Effective communication and analytical skills This role enhances your financial planning expertise while improving client outcomes.

📌 Financial Planning Advisor at BMO (Toronto)
🏢 BMO
📍 Toronto