Wealth Planning Advisor

3 weeks ago

Calgary, Alberta, Canada BMO Full time

Job Description

Wealth Planning Advisor

The Wealth Planning Support Team at BMO Wealth Planning, Trust & Advisory Services, is dedicated to providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals around the wealth planning process.

The Wealth Planning Advisor (WPA) is responsible for reviewing and delivering financial plan quality reviews, providing feedback through coaching and supporting front-line wealth professionals. The WPA provides subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation, and insurance, as well as wealth planning strategies for corporations.

Key Responsibilities

  • Review wealth plans prepared by BMO Wealth Professionals for accuracy, effectiveness, and quality in a high-volume environment.
  • Provide feedback and coaching on quality reviews via standardized benchmarks with custom comments.
  • Identify and spot trends from quality results, report common errors and issues, and advise on training areas for focused coaching and improved delivery to clients.
  • Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of the Financial Planning Solutions Team.
  • Support BMO Wealth Planning and Advisory Team's Centralized planning platform.
  • Prepare and create financial plans and update financial planning requests sent by frontline planners.
  • Work with Investment Advisors to create financial plans for clients, supporting the firm's One Client approach.

Requirements

  • At least 5-7 years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
  • Strong understanding of advanced financial planning concepts and how to model in planning software.
  • Professional Planning Designation – IQPF required.
  • Strong Technical Knowledge of WealthPath.
  • Strong customer services skills and focus.
  • Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365).

Salary

$68,000.00 - $126,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com

We're here to help

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more, visit us at https://www.bmo.com

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.

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