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Senior Wealth Planning Consultant

2 months ago

Calgary, Alberta, Canada BMO Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to our high net worth and ultra high net worth clients.

Key Responsibilities
  • Develop and Implement Wealth Plans

Work collaboratively with our investment advisors to develop and implement comprehensive wealth plans that meet the unique needs and goals of our clients.

Provide Expert Advice and Guidance

Provide expert advice and guidance to our clients on a range of wealth planning topics, including tax, estate, and succession planning, philanthropy, and other complex wealth service offerings.

Build and Maintain Client Relationships

Build and maintain strong relationships with our clients, understanding their financial goals and objectives, and providing tailored advice and guidance to help them achieve their goals.

Collaborate with Internal Stakeholders

Collaborate with internal stakeholders, including investment advisors, branch managers, and other wealth management professionals, to ensure seamless delivery of wealth planning services to our clients.

Stay Up-to-Date with Industry Developments

Stay up-to-date with industry developments and trends, and apply this knowledge to provide expert advice and guidance to our clients.

Requirements
  • Minimum of 1-3 years of relevant experience

In a wealth planning or financial services role, with a strong understanding of wealth planning concepts and principles.

Post-secondary degree in a related field

In finance, business, or a related field, with a strong academic record.

CFP designation (IQPF in Quebec)

Or equivalent certification, with a strong understanding of financial planning concepts and principles.

Strong Analytical and Problem-Solving Skills

With the ability to analyze complex financial data and develop tailored solutions to meet the unique needs of our clients.

Excellent Communication and Interpersonal Skills

With the ability to communicate complex financial concepts in a clear and concise manner, and build strong relationships with our clients and internal stakeholders.

What We Offer
  • Competitive Salary and Bonus Structure

A competitive salary and bonus structure, with opportunities for career advancement and professional growth.

Comprehensive Benefits Package

A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Opportunities for Professional Development

Opportunities for professional development, including training and coaching, to help you achieve your career goals.