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Senior Wealth Planning Consultant

2 months ago

Calgary, Alberta, Canada Bank of Montreal Full time
Job Summary

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.
Requirements
  • Minimum of 3-5 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.
What We Offer

At Bank of Montreal, we offer a competitive compensation package, including performance-based incentives and discretionary bonuses. We also provide a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.

We are committed to creating a diverse and inclusive work environment that supports the growth and development of our employees. If you are a motivated and experienced wealth planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.