Wealth Planning Consultant

Job title:

Wealth Planning Marketing consultant

Firm

BMO Monetary Group

Job description

Utility Deadline: 04/18/2024Tackle: 1675 Grafton RoadJob Household Group: Wealth Gross sales & ServiceSupplies wealth planning, superior monetary planning, steering and counsel focussed on Excessive Web Price and Extremely Excessive Web Price (HNW/UHNW) shopper segments. Works collaboratively in partnership with Funding Advisors to develop and ship a client-focussed wealth planning expertise culminating in a documented wealth technique. Participates within the end-to-end wealth planning expertise, from discovery to monetary planning evaluation, improvement of excessive worth monetary plans and proposals, to teaching/helping with displays to shoppers. Creates consciousness of key services with the target of producing elevated asset ranges from HNW/UHNW buyers. Helps the expansion and retention of shopper belongings by offering wealth planning recommendation/steering to Funding Advisors to broaden the dialogue with shoppers, consolidate belongings, and enhance revenues. Executes a disciplined method to all gross sales and wealth administration methods to help regional and nationwide enterprise development whereas focussing on the shopper expertise.

• Leads/facilitates goals-based discovery course of immediately with shoppers, and ensures requirements relative to information seize and plan creation are met thereafter to take care of efficient information administration inside enterprise/group.
• Develops detailed and complicated monetary plans for shoppers to assist meet their monetary goals. Conducts displays to shoppers, as required.
• Implements methods to extend the scope of companies to assist shoppers obtain their private targets and to contribute to the general development of enterprise outcomes.
• Develops inner/exterior networks and referral sources to develop enterprise throughout the assigned area.
• Ensures that the area’s shopper expertise requirements for monetary planning and shopper relationship improvement are met.
• Acts as a trusted advisor to assigned enterprise/group.
• Assists within the improvement of strategic plans.
• Identifies rising points and tendencies to tell decision-making.
• Helps the execution of strategic initiatives in collaboration with inner and exterior stakeholders.
• Helps decide enterprise priorities and greatest sequence for execution of enterprise/group technique.
• Conducts unbiased evaluation and evaluation to resolve strategic points.
• Works carefully with Funding Advisors within the improvement and supply of HNW administration options.
• Works with Department Managers to extend consciousness of Wealth Administration Consultants of their branches.
• Leverages knowledgeable planning sources within the area of taxation, property & belief and succession planning to evaluate and supply insights to shoppers.
• Builds efficient relationships with inner/exterior stakeholders.
• Breaks down strategic issues, and analyses information and knowledge to offer insights and proposals.
• Typically, the WPC is lead planner for shoppers with $1 – $3 million in investable belongings with means to tackle bigger shopper portfolios as much as $5 million, as required.
• Typically, the SWPC is lead planner for shoppers with $5 – $7 million in investable belongings with means to tackle bigger shopper portfolios as much as $10 million, as required.
• Supplies teaching/coaching to Funding Advisors to help their supply of wealth administration options.
• Develops and executes common gross sales campaigns and consciousness articles for Funding Advisors by means of inner publications.
• Supplies proactive, built-in and customised recommendation, and creates & implements wealth planning methods to assist shoppers obtain their monetary targets.
• Reinforces gross sales processes and the shopper expertise by figuring out gaps and greatest practices to make sure supply of complicated wealth plans for shoppers.
• Demonstrates a consultative and collaborative promoting method to facilitate the specified shopper expertise and obtain enterprise goals.
• Supplies perception and experience on superior monetary planning ideas to incorporate tax, property and succession planning, philanthropy, and different complicated wealth service choices.
• Protects the Financial institution’s belongings by adhering to all banking, funding and lending rules, Financial institution insurance policies and procedures, authorized and moral necessities and rules, course of necessities, and established threat pointers.
• Focus is totally on enterprise/group inside BMO; might have broader, enterprise-wide focus.
• Supplies specialised consulting, analytical and technical help.
• Workout routines judgment to establish, diagnose, and remedy issues inside given guidelines.
• Works independently and usually handles non-routine conditions.
• Broader work or accountabilities could also be assigned as wanted.

{Qualifications}: * WPC: minimal of 1-3 years of related expertise and post-secondary diploma in associated area of examine.

• SWPC: minimal of 3-5 years of related expertise and post-secondary diploma in associated area of examine.
• Expertise in promoting to Funding Advisors or HNW shoppers.
• Expertise in monetary planning is an asset.
• CFP designation (IQPF in Quebec).
• MBA thought-about an asset.
• LL.B/LL.L/LL.M is taken into account an asset.
• Life Insurance coverage designation is taken into account an asset.
• Working information of economic planning software program (NaviPlan an asset).
• Belief & Property Practitioner.
• Deep information and technical proficiency gained by means of in depth schooling and enterprise expertise.
• Verbal & written communication expertise – In-depth.
• Collaboration & workforce expertise – In-depth.
• Analytical and drawback fixing expertise – In-depth.
• Affect expertise – In-depth.
• Information pushed determination making – In-depth.

Compensation and Advantages: $60,300.00 – $111,800.00Pay Kind: SalariedThe above represents BMO Monetary Group’s pay vary and sort.Salaries will differ primarily based on components corresponding to location, expertise, expertise, schooling, and {qualifications} for the function, and should embody a fee construction. Salaries for part-time roles will probably be pro-rated primarily based on variety of hours usually labored. For fee roles, the wage listed above represents BMO Monetary Group’s anticipated goal for the primary 12 months on this place.BMO Monetary Group’s complete compensation package deal will differ primarily based on the pay kind of the place and should embody performance-based incentives, discretionary bonuses, in addition to different perks and rewards. BMO additionally provides medical insurance, tuition reimbursement, accident and life insurance coverage, and retirement financial savings plans. To view extra particulars of our advantages, please go to:We’re right here to assistAt BMO we’re pushed by a shared Objective: Boldly Develop the Good in enterprise and life. It calls on us to create lasting, constructive change for our prospects, our communities and our folks. By working collectively, innovating and pushing boundaries, we rework lives and companies, and energy financial development around the globe.As a member of the BMO workforce you might be valued, revered and heard, and you’ve got extra methods to develop and make an affect. We try that can assist you make an affect from day one – for your self and our prospects. We’ll help you with the instruments and sources you’ll want to attain new milestones, as you assist our prospects attain theirs. From in-depth coaching and training, to supervisor help and network-building alternatives, we’ll provide help to achieve beneficial expertise, and broaden your skillset.To search out out extra go to us at .BMO is dedicated to an inclusive, equitable and accessible office. By studying from one another’s variations, we achieve power by means of our folks and our views. Lodging can be found on request for candidates collaborating in all elements of the choice course of. To request lodging, please contact your recruiter.Observe to Recruiters: BMO doesn’t settle for unsolicited resumes from any supply apart from immediately from a candidate. Any unsolicited resumes despatched to BMO, immediately or not directly, will probably be thought-about BMO property. BMO is not going to pay a charge for any placement ensuing from the receipt of an unsolicited resume. A recruiting company should first have a sound, written and totally executed company settlement contract for service to submit resumes.

Anticipated wage

$60300 – 111800 per 12 months

Location

Halifax, NS

Job date

Thu, 11 Apr 2024 04:15:32 GMT

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