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Wealth Planning Advisor – Private Wealth
| Company | Bank of Montreal |
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| Location | Montreal, QC, Canada |
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| Salary | $68000 – $126000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- At least 4+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
- Bilingualism French and English.
- Strong understanding of advanced financial planning concepts and how to model in planning software.
- Professional Planning Designation – IQPF required.
- Strong Technical Knowledge of WealthPath or equivalent planning software.
- Strong customer services skills and focus.
- Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365. etc.).
- 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 critical thinking skills – In-depth.
- Influence skills – In-depth.
- Results oriented and client focused.
Responsibilities
- Support BMO Wealth Planning and Advisory Team’s Centralized planning platform. Prepare & create financial plans and update financial planning requests sent by frontline planners. Work with Investment Advisors, Investment Counsellors and Private Bankers to create financial plans for clients.
- Participate in the client discovery process and presentation of plans to clients.
- Provide Subject matter expertise to all wealth planning professionals through the enterprise. Provide technical expertise around BMO WealthPath and positive coaching around wealth planning.
- Respond/Refer escalated inquiries from WPST team and cases that require more complex product, technical and taxation and estate planning knowledge.
- Work in partnership with the HNW Wealth Planning Consultants, providing technical software support where required.
- Provide Financial Planning expertise where required on enterprise-wide working teams and programs.
- Maintain awareness of latest legislative changes around wealth planning and other financial industry changes that may affect team processes and/or impact financial planning delivery in LOBs.
- Continually evolve wealth planning skills to include complex planning techniques, example Executive compensation, Trusts, complex corporate structures, and insurance.
- Provide Wealth Planning subject matter expertise to Wealth Professionals and enterprise initiatives.
- Provide technical support and subject matter expertise to front line planners through multiple channels: phone, email, skype for business.
- Maintain awareness of latest legislative and other financial industry changes that may affect Financial Planning.
- Assist/contribute to development of tools that encourage adoption of Financial Planning.
- Assist in developing support materials related to financial planning, such as reference guides, FAQ’s, Quick Tips, webinars, and other relevant documentation.
- Assist in the maintenance of the quality review front line handbook for errors, improvements, or additions.
- Assist in identifying business requirements for WealthPath and participate in user-acceptance testing of upgrades to WealthPath.
Preferred Qualifications
No preferred qualifications provided.
