Lead Wealth Planner for HNW/UHNW Clients

BMO; Edmonton; On-site; CAD 70,000 - 140,000; Full time

Job summary

BMO Financial Group is seeking a Wealth Planner to provide comprehensive wealth planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth clients. You will develop detailed wealth plans, present to clients, and collaborate with Investment Advisors to expand service offerings and assets.

The role emphasizes a disciplined approach to sales and wealth management, in partnership with branches and internal stakeholders, with coaching and training for Advisors to enhance

Qualifications

• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Collaboration & team skills - In-depth.

Responsibilities

• Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
• Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
• Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.

Skills

Communication skills

Analytical skills

Team collaboration

Education

Post-secondary degree (related field)

CFP designation (IQPF in Quebec)

MBA (asset)

LL.B/LL.L/LL.M (asset)

Tools

NaviPlan

Job description

BMO Financial Group is seeking a Wealth Planner to provide comprehensive wealth planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth clients. You will develop detailed wealth plans, present to clients, and collaborate with Investment Advisors to expand service offerings and assets.

The role emphasizes a disciplined approach to sales and wealth management, in partnership with branches and internal stakeholders, with coaching and training for Advisors to enhance