Wealth planning consultant

BMO Financial Group; Waterloo; On-site; CAD 60,000 - 112,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen erfahrenen Finanzplaner, der sich auf die Beratung von wohlhabenden Kunden spezialisiert hat. In dieser Rolle werden Sie die Verantwortung für die Entwicklung und Umsetzung maßgeschneiderter Finanzstrategien übernehmen und eng mit Investment Advisors zusammenarbeiten, um den Kunden ein herausragendes Erlebnis zu bieten. Sie werden die Möglichkeit haben, Ihre Fähigkeiten in einem dynamischen Umfeld zu erweitern, während Sie zur Vermögensplanung und zum Wachstum des Unternehmens beitragen. Wenn Sie eine Leidenschaft für Finanzdienstleistungen haben und in einem unterstützenden Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Krankenversicherung

Tuition Reimbursement

Unfall- und Lebensversicherung

Rentenpläne

Qualifications

• Erfahrung im Verkauf an Investment Advisors oder HNW-Kunden erforderlich.
• Finanzplanungserfahrung notwendig, idealerweise mit CFP- oder CPA-Zertifizierung.

Responsibilities

• Entwicklung komplexer Finanzpläne und Präsentationen für HNW-Kunden.
• Zusammenarbeit mit Investment Advisors zur Bereitstellung von Vermögensplanungsstrategien.

Skills

Verkauf an Investment Advisors

Finanzplanung

Kommunikationsfähigkeiten

Analytische Fähigkeiten

Einflussfähigkeiten

Education

CFP-Zertifizierung

CPA-Zertifizierung

Lebensversicherung-Zertifizierung

Job description

Deadline for application:

05/22/2025

Address:

20 Erb Street West

Employment Family Group:

Sales and Service, Wealth Management

Position Overview:

Provides wealth planning, advanced financial planning, guidance, and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Collaborates with Investment Advisors to develop and deliver a client-focused wealth planning experience, culminating in a documented wealth strategy. Engages in the entire wealth planning process, from discovery to financial analysis, developing high-value financial plans and recommendations, and assisting with client presentations. Aims to increase asset levels from HNW/UHNW investors by promoting key products and services. Supports growth and retention of client assets by providing wealth planning advice to Investment Advisors, broadening client dialogue, consolidating assets, and increasing revenues. Implements disciplined sales and wealth management strategies to support regional and national growth, emphasizing the client experience.

1. Lead and facilitate goal-based discovery processes with clients, ensuring data collection and plan creation standards are met to maintain effective knowledge management.
2. Develop detailed and complex financial plans to meet clients' financial objectives and conduct presentations as needed.
3. Implement strategies to expand service scope, helping clients achieve personal goals and contribute to business growth.
4. Build internal and external networks and referral sources to grow the business within the assigned region.
5. Ensure the region's client experience standards for financial planning and relationship development are met.
6. Act as a trusted advisor to the assigned business/group.
7. Assist in strategic planning and identify emerging issues and trends for informed decision-making.
8. Support strategic initiatives with internal and external stakeholders and analyze data to resolve issues.
9. Collaborate with Investment Advisors on HNW management solutions and work with Branch Managers to increase Wealth Management visibility.
10. Leverage expert resources in taxation, estate & trust, and succession planning to provide insights.
11. Build effective relationships with stakeholders and analyze strategic problems to provide insights and recommendations.
12. Typically lead planning for clients with $1 - $3 million in assets, with capacity for larger portfolios up to $5 million.
13. Provide coaching and training to Investment Advisors, develop sales campaigns, and deliver customized wealth planning advice.
14. Enhance sales processes and client experience by identifying gaps and best practices.
15. Demonstrate a consultative selling approach to achieve business objectives.
16. Offer expertise on advanced financial planning, including tax, estate, and philanthropy strategies.
17. Adhere to all regulatory, legal, and risk guidelines to protect assets.
18. Support broader enterprise-wide initiatives as needed, providing technical support and problem-solving.
19. Work independently on non-routine situations and handle complex analysis.

Qualifications:

• Experience selling to Investment Advisors or HNW clients.
• Financial planning experience required.
• CFP designation (IQPF in Quebec).
• Completion of CPA designation preferred.
• Life Insurance designation considered an asset.
• Trust & Estate Practitioner qualification advantageous.
• Deep knowledge and technical proficiency through extensive education and experience.
• Excellent verbal and written communication skills.
• Strong collaboration and team skills.
• In-depth analytical and problem-solving skills.
• Influence skills and data-driven decision-making ability.

Salary:

$60,300.00 - $111,800.00

Compensation Type:

Salary

Additional Information:

Compensation varies by location, skills, experience, education, and qualifications. May include commissions, performance bonuses, and other benefits. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement plans. For more details, visit https://jobs.bmo.com/ca/fr/

About Us:

At BMO, we are driven by a common purpose: to make a difference in lives and business. We aim to create positive, sustainable change for clients, communities, and our people. We foster innovation, teamwork, and growth, transforming lives and businesses worldwide.
As part of BMO, you are valued, respected, and supported with tools and resources to succeed. We provide comprehensive training, coaching, leadership support, and networking opportunities to enrich your experience and expand your skills.
For more information, visit https://jobs.bmo.com/ca/fr.
BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request. To request accommodations, contact your recruiter.
Note: BMO does not accept unsolicited resumes from third-party sources without a signed service agreement.