Senior Wealth Planning Specialist

1 day ago

Markham, Ontario, Canada Bank of Montreal Full time $78,400 - $145,600
Job Title: Senior Wealth Planning Specialist

We are seeking a highly skilled Senior Wealth Planning Specialist to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to high net worth clients on their wealth planning needs.

Key Responsibilities:
  • Develop and implement comprehensive wealth plans for high net worth clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Provide expert advice on tax planning, estate planning, and investment strategies to help clients achieve their financial objectives.
  • Collaborate with other wealth management professionals to provide a holistic approach to client service.
  • Stay up-to-date with industry trends and regulatory changes to ensure clients receive the best possible advice.
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.
Requirements:
  • Minimum 9 years of experience in wealth management or a related field.
  • University degree in a relevant field of study.
  • Post-graduate degree or professional designation is desirable.
  • Extensive knowledge of wealth planning strategies, tax laws, and investment products.
  • Excellent communication and interpersonal skills.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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