Senior Wealth Planner for HNW/UHNW Portfolios

BMO Financial Group; Southwestern Ontario; On-site; CAD 61,000 - 115,000; Full time

Job summary

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required, with a focus on cultivating strong client connections and strategy execution.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Experience in financial planning is required.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Responsibilities

• Leads/facilitates goals-based discovery process directly with clients.
• Implements strategies to increase the scope of services to help clients achieve their personal goals.
• Acts as a trusted advisor to assigned business/group.

Skills

Experience in selling to Investment Advisors or HNW clients

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Data driven decision making

Education

CFP designation (IQPF in Quebec)

Completion of CPA designation

Life Insurance designation

Trust & Estate Practitioner

Job description

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required, with a focus on cultivating strong client connections and strategy execution.