BMO
Senior Wealth Planning Consultant at BMO
Job Description
Elevate your career with BMO as a Senior Wealth Planning Consultant. Specialize in advanced financial strategies for High Net Worth clients, driving growth and client satisfaction.
This senior role involves comprehensive financial planning and advisory services primarily for clients with significant assets, usually ranging from $5 to $7 million. You will collaborate closely with Investment Advisors to develop personalized financial strategies, ensuring high service standards. Your expertise will contribute to enhancing wealth management services and increasing client asset consolidation across diverse portfolios.
Key Responsibilities:
• Facilitate client discovery sessions for effective planning
• Develop complex financial plans tailored to HNW clients
• Enhance business growth through strategic initiatives
• Collaborate with Investment Advisors to deliver solutions
• Conduct presentations to clients based on needs analysis
Requirements:
• Minimum 3-5 years i...
This senior role involves comprehensive financial planning and advisory services primarily for clients with significant assets, usually ranging from $5 to $7 million. You will collaborate closely with Investment Advisors to develop personalized financial strategies, ensuring high service standards. Your expertise will contribute to enhancing wealth management services and increasing client asset consolidation across diverse portfolios.
Key Responsibilities:
• Facilitate client discovery sessions for effective planning
• Develop complex financial plans tailored to HNW clients
• Enhance business growth through strategic initiatives
• Collaborate with Investment Advisors to deliver solutions
• Conduct presentations to clients based on needs analysis
Requirements:
• Minimum 3-5 years i...