Wealth Planning Consultant, Private Wealth
BMO US(1 month ago)
About this role
Provides advanced wealth planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth clients, working collaboratively with Investment Advisors to develop and deliver documented wealth strategies. Participates in the end-to-end planning process from discovery through analysis and client presentations, and supports growth and retention of client assets through tailored advice and sales awareness activities.
Required Skills
- Wealth Planning
- Financial Planning
- Client Discovery
- Presentations
- Sales Strategy
- Relationship Management
- Tax Planning
- Estate Planning
- Succession Planning
- Analytical Skills
+1 more
Qualifications
- CFP
- IQPF
- CPA
- Life Insurance Designation
- Trust & Estate Practitioner
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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