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Wealth Planning Consultant – Private Wealth
| Company | Bank of Montreal |
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| Location | Toronto, ON, Canada |
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| Salary | $63500 – $117600 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- minimum of 5 years of relevant experience
- post-secondary degree in related field of study
- CFP designation (IQPF in Quebec) is mandatory
- Experience in selling to Investment Advisors or HNW clients
- Experience in financial planning is an asset
- MBA considered an asset
- LL.B/LL.L/LL.M is considered an asset
- CPA is considered an asset
- Life Insurance designation is considered an asset
- Working knowledge of financial planning software (NaviPlan an asset)
- Trust & Estate Practitioner
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Verbal & written communication skills – In-depth
- Collaboration & team skills – In-depth
- Analytical and problem solving skills – In-depth
- Influence skills – In-depth
- Data driven decision making – In-depth
Responsibilities
- Leads/facilitates goals-based discovery process directly with clients
- Develops detailed and complex financial plans for clients
- Implements strategies to increase the scope of services
- Develops internal/external networks and referral sources
- Ensures that the region’s client experience standards for financial planning are met
- Acts as a trusted advisor to assigned business/group
- Assists in the development of strategic plans
- Identifies emerging issues and trends to inform decision-making
- Supports the execution of strategic initiatives in collaboration with stakeholders
- Helps determine business priorities and best sequence for execution of strategy
- Conducts independent analysis and assessment to resolve strategic issues
- 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
- Leverages expert planning resources in taxation, estate & trust and succession planning
- Builds effective relationships with internal/external stakeholders
- Breaks down strategic problems and analyses data to provide insights
- Provides coaching/training to Investment Advisors
- Develops and executes regular sales campaigns and awareness articles
- Provides proactive, integrated and customized advice
- 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 by adhering to regulations and policies
- Provides specialized consulting, analytical and technical support
- Exercises judgment to identify, diagnose, and solve problems
- Works independently and regularly handles non-routine situations
Preferred Qualifications
- Experience in financial planning is an asset
- MBA considered an asset
- LL.B/LL.L/LL.M is considered an asset
- CPA is considered an asset
- Life Insurance designation is considered an asset
- Working knowledge of financial planning software (NaviPlan an asset)
