Senior Wealth Planning Consultant
7 days ago
We are seeking a highly skilled Senior Wealth Planning Consultant to join our team at Bank of Montreal. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice to high net worth and ultra high net worth clients.
Key Responsibilities- Develop and implement comprehensive wealth plans for clients, including financial planning, tax planning, and estate planning.
- Provide expert advice on advanced financial planning concepts, including tax, estate, and succession planning.
- Collaborate with investment advisors to deliver wealth management solutions to clients.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
- Support the growth and retention of client assets by providing wealth planning advice and guidance to investment advisors.
- Minimum of 1-3 years of relevant experience in wealth planning or a related field.
- Post-secondary degree in a related field of study.
- Experience in selling to investment advisors or high net worth clients.
- Financial planning experience is an asset.
- MBA or other advanced degree is considered an asset.
At Bank of Montreal, we offer a competitive compensation package, including performance-based incentives and discretionary bonuses. We also provide a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
We are committed to creating a diverse and inclusive work environment that supports the growth and development of our employees. If you are a motivated and experienced wealth planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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