Senior Wealth Planning Advisor – Private Wealth

BMO; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Wealth Planning is seeking a Wealth Planning Advisor to provide expert financial planning support across investment, retirement, estate, tax, insurance, and corporate planning for wealth professionals.

You will collaborate with Investment Advisors, Private Bankers, and Consultants to deliver comprehensive planning solutions, using tools like WealthPath, while staying current on regulatory changes affecting planning delivery.

Qualifications

• 5+ years of financial planning experience with client contact or advisory support.
• Advanced financial planning concepts and modeling expertise.

Responsibilities

• Deliver financial planning support regionally with presentations and updates to financial plans.
• Partner with Investment Advisors, Counsellors, and Private Bankers to develop client plans.
• Provide subject matter expertise and coaching on wealth planning tools.

Skills

Financial planning

Client advisory

Planning software

Communication

Collaboration

Analytical thinking

Education

CFP / QAFP / PFP / IQPF

Tools

WealthPath

Voyant

Job description

BMO Wealth Planning is seeking a Wealth Planning Advisor to provide expert financial planning support across investment, retirement, estate, tax, insurance, and corporate planning for wealth professionals.

You will collaborate with Investment Advisors, Private Bankers, and Consultants to deliver comprehensive planning solutions, using tools like WealthPath, while staying current on regulatory changes affecting planning delivery.