Wealth Planning Consultant/Sr Wealth Planning Consultant

Job Description

Responsibilities

• Leads/facilitates goals‑based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
• Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
• Implements strategies to increase the seience of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
• Develops internal/external networks and referral sources to grow business within the assigned region.
• Ensures that the region's client experience standards for financial planning and client relationship development are met.
• Acts as a trusted advisor to assigned business/group.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision‑making.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Works closely with Investment Advisors in the development and delivery of HNW management solutions дорогей.
• Works with Branch Managers.environ to increase awareness of Wealth Management Consultants in their branches.
• Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
• Builds effective relationships with internal/external stakeholders.
• Breaks down indica problems, and analyzes data and information)',
  
• Generally, the WPC is lead planner for clients with $1 – $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
• Generally, the SWPC is lead planner for clients with $5 – $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.
• Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
• Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
• Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
• Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
• Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
• Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, & other complex wealth service offerings.
• Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
• Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non‑routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• WPC: minimum of 1–3 years of했고관련 경험과 post‑secondary 학위.
• SWPC: minimum of 3–5 years of관련 경험과 post‑secondary 학위.
• Experience in selling to Investment Advisors or High Net Worth clients.
• Experience in financial planning is an asset.
• CFP designation (IQPF in Quebec).
• MBA considered an asset.
• LL.B/LL.L/LL.M is considered an asset.
• Life Insurance designation is considered an asset.
• Working knowledge of financial planning software (NaviPlan an asset).
• Trust & Estate Practitioner.
• Deep predicated and technical proficiency gained through extensive education and business 경험.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary: $65,600.00 – $122,600.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, click here: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business לתת ול? “By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.