Wealth Planning Marketing consultant
BMO Monetary Group
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.
{Qualifications}: * WPC: minimal of 1-3 years of related expertise and post-secondary diploma in associated area of examine.
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.
$60300 – 111800 per 12 months
Halifax, NS
Thu, 11 Apr 2024 04:15:32 GMT
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