Wealth Planning Consultant

4 weeks ago

Toronto, Ontario, Canada BMO Full time
Job Description

At BMO, we are seeking a skilled Wealth Planning Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to high net worth and ultra high net worth clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Collaborate with investment advisors to deliver a client-focused wealth planning experience, culminating in a documented wealth strategy.
  • Provide expert guidance on advanced financial planning concepts, including tax, estate, and succession planning.
  • Work closely with clients to understand their financial objectives and develop tailored solutions to help them achieve their goals.
  • Stay up-to-date with industry trends and regulatory changes, ensuring that clients receive the most effective and compliant financial planning advice.
  • Develop and maintain strong relationships with clients, investment advisors, and other stakeholders to ensure seamless delivery of wealth planning services.
  • Contribute to the growth and retention of client assets by providing proactive, integrated, and customized advice.
  • Participate in the development of strategic plans and initiatives to drive business growth and improve client outcomes.
Requirements
  • Minimum of 1-3 years of relevant experience in financial 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.
  • CFP designation (IQPF in Quebec) or equivalent.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service.
What We Offer

BMO offers a competitive salary range of $63,500.00 - $117,600.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to creating a diverse and inclusive workplace, where all employees feel valued, respected, and heard. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

  • Wealth Planning Consultant

    3 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Wealth Planning Consultant Job DescriptionBMO is seeking a skilled Wealth Planning Consultant to join our team. As a key member of our wealth management group, you will be responsible for providing high-quality, personalized wealth planning services to our high net worth and ultra high net worth clients.Key Responsibilities:Develop and implement...

  • Wealth Planning Associate

    4 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...

  • Wealth Planning Liaison

    5 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

  • Wealth Management Leadership Position

    4 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

  • Wealth Planning Expert

    2 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Job Description:As a Senior Wealth Planner at Wellington-Altus, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our high-net-worth clients. Your expertise will guide clients in articulating and achieving their short and long-term goals. You will maintain current knowledge of wealth planning processes,...

  • Wealth Management Specialist

    5 days ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

  • Wealth Planning Professional

    2 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Wealth Planning ProfessionalAt Wellington-Altus, we are seeking a talented Wealth Planning Professional to join our team. This role is responsible for developing and executing comprehensive wealth plans for our high-net-worth clients.Key Responsibilities:Meet with clients to understand their financial goals and objectives.Conduct in-depth research and...

  • Wealth Planning Strategist

    1 week ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Senior Wealth Planner Job OverviewAt Wellington-Altus, we are seeking an experienced Senior Wealth Planner to join our team in Toronto. This is a unique opportunity for a professional with a passion for wealth planning to make a meaningful impact on our clients' lives.

  • Strategic Wealth Management Consultant

    3 weeks ago

    Toronto, Ontario, Canada Banque Nationale du Canada Full time

    We are seeking a Strategic Wealth Management Consultant to support our dynamic team of planners at National Bank Financial Wealth Management (NBFWM).National Bank of Canada, a leading bank in Canada, is expanding rapidly and we are looking for a skilled professional to contribute to our full-service brokerage team.This is an exciting opportunity for a...

  • Senior Wealth Planning Professional

    4 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Wealth Planning OpportunityWellington-Altus Private Wealth is seeking a skilled Senior Wealth Planner to join our team. As a Senior Wealth Planner, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our clients.Key ResponsibilitiesMeet with existing and potential clients to understand their financial goals and...

  • Strategic Wealth Planning Specialist

    5 days ago

    Toronto, Ontario, Canada Sun Life Full time

    About UsSun Life is a leading provider of life, health and wealth products in the Canadian marketplace.Our Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.We're looking for a Strategic Wealth Planning Specialist to join our team.Your RoleAs a...

  • Marketing Consultant for Private Wealth Professionals

    3 weeks ago

    Toronto, Ontario, Canada S.i. Systèmes Full time

    Job Description:This role involves delivering marketing consulting services to Private Wealth Professionals to support their entrepreneurial business development through increased client acquisition and loyalty. The Regional Marketing Manager is responsible for developing and executing marketing materials that meet brand, legal, and compliance requirements...

  • Strategic Incentive and Wealth Plans Manager

    4 weeks ago

    Toronto, Ontario, Canada Sun Life Full time

    Job Description: Strategic Incentive and Wealth Plans Manager - SLC Management What is in it for you: This position will provide expertise, innovative thinking, and strategic leadership for the design, management, and implementation of short-term and long-term incentive plans, carried interest, and co-investment plans, ensuring alignment with the company's...

  • Financial Planning Strategist for Wealth Management

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    OverviewAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionThe...

  • Financial Planning Expert

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.As a key member of our team, you will work with a dedicated Wealth Advisor group in preparing...

  • Actuarial Consultant

    1 month ago

    Toronto, Ontario, Canada Aon Corporation Full time

    Role OverviewWe are seeking an experienced Actuarial Consultant to join our Canada Wealth Solutions team. As a key member of our team, you will be responsible for supporting client teams in the management of the financial risk of their retirement programs.Key Responsibilities:Manage projects and delegate tasks to junior colleaguesReview work for accuracy and...

  • Wealth Planning Expert

    5 days ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Company OverviewWellington-Altus Private Wealth is a leading investment dealer in Canada, with over $30 billion in assets under administration and offices across the country.

  • Process Design Consultant

    6 days ago

    Toronto, Ontario, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a Process Design Consultant to join our team at IG Wealth Management. As a Process Design Consultant, you will play a key role in evaluating initiatives and determining how process design can contribute to meeting strategic objectives.About the RoleThe successful candidate will have 7+ years of business management or consulting...

  • Highly Skilled Financial Planning Consultant

    5 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking an experienced and skilled financial planning consultant to join its team. As a financial planning consultant, you will be responsible for providing expert advice and guidance to clients on financial planning and wealth management strategies.Key Responsibilities:Financial Planning Tools Support: Assist clients in...

  • Strategic Financial Planning Consultant

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Consultant to join our team at Scotiabank. In this role, you will be responsible for delivering end-to-end financial planning advice and support to high net worth clients.Main ResponsibilitiesGather key information about clients through deep discovery sessions.Prepare, analyze, and...