Wealth Planning Consultant
BMO US(1 month ago)
About this role
Provides advanced wealth planning and financial advice focused on High Net Worth and Ultra High Net Worth clients, partnering with Investment Advisors to develop documented wealth strategies. Delivers comprehensive financial plans and supports client presentations while contributing to growth and retention of client assets. Operates within a regional framework to enhance client experience and execute strategic initiatives.
Required Skills
- Wealth Planning
- Financial Planning
- Client Advisory
- Relationship Management
- Tax Planning
- Estate Planning
- Succession Planning
- Sales
- Presentation Skills
- Data Analysis
+2 more
Qualifications
- Post-Secondary Degree
- CFP
- IQPF
- MBA
- LL.B
- LL.L
- LL.M
- 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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