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Wealth Planner at BMO - ApplyBlast

Wealth Planner

BMO

7 days ago

3.6 on Glassdoor

Chicago, Illinois, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Planner provides advanced financial planning and guidance to High Net Worth and Ultra High Net Worth clients, collaborating with Investment Advisors to develop and deliver a client-focused wealth planning experience. The role involves leading goals-based discovery, creating detailed financial plans, and coaching clients and advisors to achieve financial objectives and grow business. It requires a trusted advisor to support regional and national business growth while ensuring exceptional client experience and adherence to banking regulations.

Responsibilities

Develop detailed financial plans and wealth strategies for high net worth clients
Lead goals-based discovery processes and conduct client presentations
Provide coaching and training to investment advisors on wealth management solutions

Skills

Qualifications

CFP designationMBALL.B/LL.L/LL.MLife Insurance designationTrust & Estate Practitioner

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.