Wealth Planning Consultant

3 weeks ago

Halifax, Canada BMO Financial Group Full time

1675 Grafton Street Halifax Nova Scotia,B3J 3N8

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.
- CF

  • Wealth Planning Consultant

    1 week ago

    Halifax, Nova Scotia, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 3N8Provides 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 Management Associate

    3 weeks ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 170423 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Once the program is completed, you will be able to leverage MD’s wealth management tools and reputation to build a wealth advisory practice. You will focus on utilizing client discovery, financial planning, portfolio management...

  • Financial Planning Consultant

    3 weeks ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Wealth Management Consultant Wm Client Solutions

    2 days ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 183564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business...

  • Estate and Trust Consultant

    1 week ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 201404Join 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 work to...

  • Estate and Trust Consultant

    2 weeks ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 201404 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...

  • Estate and Trust Consultant

    8 hours ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 201404 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...

  • Estate and Trust Consultant

    1 week ago

    Halifax, Canada Scotiabank Full time

       Requisition ID: 201404Join 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...

  • Estate and Trust Consultant

    3 days ago

    Halifax, Canada Scotiabank Full time

    Is this role right for you? In this role, you will: Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the...

  • Consultant, Planning

    3 weeks ago

    Halifax, Canada IWK Health Centre Full time

    **Company** : IWK Health**: **Req ID**:158821 **Department/Program**:Planning & Improvement, Strategy and Performance **Location**: Halifax **Type of Employment**:Permanent Hourly FT (100% FTE) x 1 position(s) **Start Date**: June 2023 **Union Status**: Non-union, Management/Non Union Bargaining Unit **Compensation**: $38.7875**: - **$48.4843...

  • Sdet-wealth Banking

    3 weeks ago

    Halifax, Canada CGI Full time

    At CGI, we offer the opportunity to work with Canada’s largest Information Technology Outsourcing and Management Consulting Company with a true global presence in a fast-paced and energetic atmosphere where your personal and professional growth is accelerated by your desire and sense of commitment. All CGI employees are called members because they feel a...

  • Consultant, Planning

    4 weeks ago

    Halifax, Canada IWK Health Centre Full time

    **Company** : IWK Health**: **Req ID**:162231 **Department/Program**:Planning & Improvement, Strategy and Performance **Location**: Halifax **Type of Employment**:Temporary Hourly FT long-assignment (100% FTE) for 18 months x 1 position(s) **Start Date**: August 2023 **Union Status**: Non-union, Management/Non Union Bargaining Unit **Compensation**:...

  • Consultant, Planning

    3 weeks ago

    Halifax, Canada IWK Health Centre Full time

    **Company** : IWK Health**: **Req ID**:150498 **Department/Program**:Planning & Improvement, Strategy and Performance **Location**: Halifax **Type of Employment**:Permanent Hourly FT (100% FTE) x 1 position(s) **Start Date**: ASAP **Union Status**: Non-union, Management/Non Union Bargaining Unit **Compensation**: $37.6578**: - **$47.0721 /hour **Closing...

  • Consultant, Actuarial

    1 week ago

    Halifax, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Planning and Excellence Consultant

    1 week ago

    Halifax, Nova Scotia, Canada The Government of Nova Scotia Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Planning and Excellence Consultant (Program Admin Officer 3) Department: Labour, Skills and Immigration Flexible Permanent The Planning and Excellence Consultant will work in collaboration with Skills and Learning Branch staff by participating in, and often leading,...

  • Integrated Workforce Planning Consultant

    2 weeks ago

    Halifax, Canada Nova Scotia Health Authority Full time

    **Req ID: 176597** **Company: Nova Scotia Health** **Location: Provincial, Flexible within the Province** **Department: Integrated Workforce Planning** **Type of Employment: Permanent Hourly FT (100% FTE) x 4 position(s)** **Status**:Management/Non Union** P**osition** **Posting Closing Date: 2-Apr-24** Nova Scotia Health is the largest provider of health...

  • Consultant, Actuarial

    1 week ago

    Halifax, Nova Scotia, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Admin and Marketing Asssistant

    3 weeks ago

    Halifax, Canada Davison & Orser Wealth Planning Full time

    Maternity Leave (12mos) - Part Time Four days a week (T-F), morning to mid afternoon, with some flexibility in hours. To assist a financial advisor in the administration of his practice that includes setting up investment accounts, processing transactions, arranging meetings, filing, and other general office responsibilities. Familiarity with technology...

  • Associate Consultant, Actuarial

    1 week ago

    Halifax, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Partner, Actuarial Consulting

    3 weeks ago

    Halifax, Canada LifeWorks Full time

    TELUS Santé et LifeWorks se sont récemment associés pour tirer parti de la puissance de la technologie et de nos cultures bienveillantes afin de faire progresser notre objectif commun de bâtir un meilleur avenir plus sain pour tous. En tant que chef de file mondial des services de santé et de bien-être - englobant la santé physique, mentale et...