Wealth Planning Consultant

6 months ago

Ottawa, Canada BMO Financial Group Full time

979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5

Provides wealth planning, advanced financial planning, guidance and counsel focussed 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-focussed 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 with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.
- 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 scope 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.
- Works with Branch Managers 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 strategic problems, and analyses data and information to provide insights and recommendations.
- 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, and 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 of relevant experience and post-secondary degree in related field of study.
- SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.
- Experience in selling to Investment Advisors or HNW clients.
- Experience in financial planning is an asset.
- CFP

  • Wealth Manager MSO1

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

  • Wealth Management Associate Consultant

    4 weeks ago

    Ottawa, Ontario, Canada Richardson Wealth Ltd Full time

    About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

  • Wealth Management Representative

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

  • Scotiabank Wealth Planning Expert

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a pivotal role in providing comprehensive financial planning that is closely integrated with wealth management.The primary purpose of this position is to support the Wealth Advisor team in creating and developing a comprehensive wealth strategy for clients. This involves...

  • Investment Planning Consultant

    3 weeks ago

    Ottawa, Canada Meridian Credit Union Ltd Full time

    At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.At Meridian Wealth we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where...

  • Senior Financial Consultant

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Role SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.Key ResponsibilitiesAs a Senior Financial Consultant, you will:Contribute to the overall success of our...

  • Investment Planning Consultant

    3 weeks ago

    Ottawa, Canada Meridian Full time

    Description "> Why Meridian? At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:   Our Wealth practice: At Meridian Wealth we believe that investing is...

  • Financial Planning Professional for Wealth Management

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Unlock Your Potential as a Senior Financial Planning AssociateWe are seeking an experienced and results-driven Senior Financial Planning Associate to join our team at ScotiaMcLeod. This is a unique opportunity to leverage your skills and expertise in financial planning to support our wealth advisors in creating comprehensive wealth strategies for...

  • Outbound Cc Wealth Focused Mso1

    6 months ago

    Ottawa, Canada Aviso Wealth Full time

    **Position Overview**: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Strategic Wealth Management Consultant

    4 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

  • Strategic Wealth Management Consultant

    4 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    Pivot + Edge is a renowned wealth management firm dedicated to providing unparalleled financial expertise. Our team of professionals is committed to delivering tailored solutions that cater to the unique needs of high-net-worth individuals and families.Job OverviewWe are seeking an experienced and dynamic Senior Wealth Advisor to join our esteemed team. The...

  • Outbound CC Wealth Focused MSO1

    6 months ago

    Ottawa, Canada Aviso Wealth Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Total Wealth Planner

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 191739 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Associate Asset Consultant

    4 weeks ago

    Ottawa, Canada Richardson Wealth Ltd Full time

    b>About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. b> We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also...

  • Senior Portfolio Manager

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

  • Outbound CC Wealth Focused MSO1

    4 months ago

    Ottawa, Canada Aviso Wealth Inc Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future.  The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Wealth Banker

    6 months ago

    Ottawa, Canada Alterna Savings Full time

    Scope of Position The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...

  • Wealth Banker

    6 months ago

    Ottawa, Canada Alterna Savings Full time

    **Scope of Position** ***The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...

  • Estate and Trust Consultant, Scotiatrust

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 188898 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Senior Wealth Strategist

    2 weeks ago

    Ottawa, Ontario, Canada TAAG Corporation Full time

    About TAAG CorporationTAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.Job SummaryWe are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate...