BMO Financial Group
Wealth Management
SeniorWealthPlanningConsultant
“Senior Wealth Planning Consultant at BMO Financial Group. Skills: Wealth Planning, Financial Planning, Client Relationship Management. Provide wealth planning, advanced financial planning, guidance and counsel. Works collaboratively in partnership with Investment Advisors”
What You'll Achieve.
Generating increased asset levels from HNW/UHNW investors; Supports the growth and retention of client assets; Contribute to the overall growth of business results; Grow business within the assigned region; Achieve business objectives
Industry & Context.
Analytical and problem solving skills - In-depth; Data driven decision making - In-depth; Breaks down strategic problems, and analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules; Conducts independent analysis and assessment to resolve strategic issues
What They're Looking For.
Must Have
minimum of 3-5 years of relevant experience, post-secondary degree in related field of study, Experience in selling to Investment Advisors or HNW clients, CFP designation
Nice to Have
Experience in financial planning is an asset, MBA considered an asset, LL. B/LL. L/LL. M is considered an asset, Life Insurance designation is considered an asset, Working knowledge of financial planning software (NaviPlan an asset), Trust & Estate Practitioner
What You'll Do.
Provide wealth planning
advanced financial planning
Works collaboratively in partnership with Investment Advisors
Develop and deliver a client-focussed wealth planning experience
Participates in the end-to-end wealth planning experience
Creates awareness of key products and services
Supports the growth and retention of client assets
Executes a disciplined approach to all sales and wealth management strategies
Leads/facilitates goals-based discovery process directly with clients
Develops detailed and complex financial plans for clients
Conducts presentations to clients
Implements strategies to increase the scope of services
Develops internal/external networks and referral sources
Ensures that the region's client experience standards are met
Acts as a trusted advisor
Assists in the development of strategic plans
Identifies emerging issues and trends
Supports the execution of strategic initiatives
Helps determine business priorities
Conducts independent analysis and assessment
Works closely with Investment Advisors
Works with Branch Managers
Leverages expert planning resources
Builds effective relationships with internal/external stakeholders
Breaks down strategic problems
Provides coaching/training to Investment Advisors
Develops and executes regular sales campaigns
integrated and customized advice
Creates & implements wealth planning strategies
Reinforces sales processes and the client experience
Demonstrates a consultative and collaborative selling approach
Provides insight and expertise on advanced financial planning concepts
Protects the Bank’s assets
Provides specialized consulting
analytical and technical support
Exercises judgment to identify
Works independently and regularly handles non-routine situations
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Works collaboratively in partnership with Investment Advisors; Works closely with Investment Advisors in the development and delivery of HNW management solutions; Works with Branch Managers to increase awareness of Wealth Management Consultants; Builds effective relationships with internal/external stakeholders; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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