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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 high net worth clients or investment advisors.
- Strong knowledge of financial planning software and tools.
- Excellent communication and interpersonal skills.
At Bank of Montreal, we offer a competitive compensation package, including performance-based incentives and discretionary bonuses. We also provide opportunities for professional development and growth, as well as a collaborative and dynamic work environment.
