BMO
Senior Consultant in Wealth Planning
Job Description
Transform lives and financial legacies as a Senior Wealth Planning Consultant at BMO. Take charge of advanced financial consulting for High Net Worth and Ultra High Net Worth clientele, delivering personalized wealth strategies.
This role involves close partnerships with Investment Advisors to navigate the intricate landscape of wealth management. From plan creation to proactive advisor training, you will play a key part in elevating clients' financial experiences, driving business results, and ensuring compliance with industry standards.
Key Responsibilities:
• Lead comprehensive needs assessments for clients
• Develop tailored investment and financial service plans
• Train and guide Investment Advisors in wealth strategies
• Cultivate internal and external relationships for client growth
• Monitor and enhance financial planning interactions
Requirements:
• 3-5 years of consulting experience in wealth planning
• Credentialed with a CFP designation
• Ex...
This role involves close partnerships with Investment Advisors to navigate the intricate landscape of wealth management. From plan creation to proactive advisor training, you will play a key part in elevating clients' financial experiences, driving business results, and ensuring compliance with industry standards.
Key Responsibilities:
• Lead comprehensive needs assessments for clients
• Develop tailored investment and financial service plans
• Train and guide Investment Advisors in wealth strategies
• Cultivate internal and external relationships for client growth
• Monitor and enhance financial planning interactions
Requirements:
• 3-5 years of consulting experience in wealth planning
• Credentialed with a CFP designation
• Ex...