Shape advanced financial planning for High Net Worth clients at BMO, using wealth strategies and consultative guidance to support their goals.
This Wealth Planning Consultant position serves High Net Worth and Ultra High Net Worth clients. You will partner with Investment Advisors to deliver documented wealth strategies through discovery, analysis, recommendations, and presentations. The work emphasizes customized advice, client experience, and business growth.
Key Responsibilities:
- Lead goals-based discovery with clients
- Develop complex financial plans and recommendations
- Coach Investment Advisors on wealth management solutions
- Present financial planning strategies to clients
- Build internal and external referral networks
Requirements:
- One to three years of relevant experience
- Post-secondary degree in a related field
- Experience selling to Investment Advisors or HNW clients
- Working knowledge of financial planning software
- In-depth analytical and communication skills
Apply financial planning, client guidance, and Investment Advisor collaboration to deliver sophisticated wealth strategies through BMO.