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Senior Financial Strategist

2 weeks ago

Montreal, Quebec, Canada BMO Financial Group Full time

About the Position

The role of Senior Wealth Planning Consultant at BMO Financial Group offers a unique opportunity to utilize your expertise in wealth planning and advanced financial planning to support the growth and retention of client assets. Working collaboratively with BMO Private Wealth relationship managers, you will play a key role in delivering a client-focused wealth planning experience that meets the individual needs and goals of our clients.

Your Key Responsibilities

  1. Wealth Planning: Provide wealth planning, advanced financial planning, guidance and counsel to High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.
  2. Clients: Work collaboratively with BMO Private Wealth relationship managers to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy.
  3. Client Assets: Support the growth and retention of client assets by providing wealth planning advice/guidance to BMO Private Wealth relationship managers to broaden the dialogue with clients, consolidate assets, and increase revenues.
  4. Sales and Wealth Management Strategies: Execute a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.

Requirements and Qualifications