Wealth Planning Consultant

Wealth Planning Consultant role at BMO Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused wealth planning experience culminating in a documented wealth strategy. Participates in the end‑to‑end wealth planning experience, from discovery to financial planning analysis, development of high‑value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services to generate increased asset levels from HNW conditioning and assists in the growth and retention of client assets. Supports the growth of regional and national business while focusing on the client experience. Responsibilities Leads/facilitates goals‑based discovery process directly with clients, ensuring standards for data capture and plan creation are met. Develops detailed and complex financial plans for clients to help meet their objectives and conducts presentations to clients, as required. Implements strategies to increase scope of services Defines * HNW/UHNW client growth and overall business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures 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. Worksуына closely with Investment Advisors in the development and delivery of HNW/management solutions. Works with Branch Managers to amplify awareness of Wealth Management Consultants. Leverages expert planning resources in taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems and analyzes data to provide insights and პროდუქ recommendations. WPC typically lead-plans clients with $1‑3 million in investable assets, while SWPC handles $5‑7 million and potentially up to $10 million. Provides coaching/training to Investment Advisors to support delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internalenegro publications. Provides proactive, integrated, and customized advice, and creates & implements wealth planning strategies to help clients achieve transportation goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure the delivery of complex wealth plans. 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 including tax, estate, succession planning, philanthropy, and other complex wealth service offerings. Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, procedures, dosing and ethical requirements. paixão. Offers specialized consulting, analytical and technical support. Exercises judgment to diagnose and solve problems within given rules. Works independently and handles non‑routine situations. Broader work or accountabilities may be assigned as needed. Qualifications WPC: 1‑3 years of relevant experience and a post‑secondary degree. SWPC: 3‑5 years of relevant experience and a post‑secondary degree. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF Quebec) is an asset. MBA considered an asset. LL.B/LL.L/LL.M is considered an asset. derrière. Life Insurance designation is considered an asset. Working knowledge of financial planning software (e.g., NaviPlan) is an asset. Trust & Estate Practitioner. Deep knowledge and technical proficiency from education and business experience. Verbal & written communication skills – In‑depth. Collaboration & team skills – In‑depth. Analytical & problem‑solving skills – In‑depth. Influence skills – In‑depth. Data‑driven decision making – In‑depth. Salary $$61,200.00 – $114,400.00 (Salaried)Commission structure may apply. Compensation varies with location, skills, experience, education and qualification. About Us At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities and people. By collaborating, innovating and pushing boundaries, we transform lives and businesses while powering economic growth globally. BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates participating in the selection process. For accommodations, contact the recruiter. #J-18808-Ljbffr