Wealth Planning Consultant
BMO US(26 days ago)
About this role
Provides advanced wealth planning and financial advice focused on High Net Worth and Ultra High Net Worth clients. Works closely with Investment Advisors to develop and deliver documented, client-focused wealth strategies, support asset growth and retention, and generate increased assets through tailored planning. Participates in end-to-end planning from discovery and analysis to client presentations and implementation.
Required Skills
- Wealth Planning
- Financial Planning
- Client Discovery
- Presentations
- Tax Planning
- Estate Planning
- Succession Planning
- Sales
- Relationship Management
- Analytical
+6 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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