Application Deadline:
Address:
595 Burrard StreetJob Family Group:
The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend strategies to help clients preserve, enhance, transfer, and protect their wealth.
The Wealth Planning Advisor (WPA) is responsible in providing subject matter expertise around wealth planning practices and technical support to our planning software, BMO WealthPath. WPA provide subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance and wealth planning strategies for corporations. As part of the Centralized Financial Planning team, the WPA will collaborate in partnership with frontline planning professionals, to build/update wealth plans supporting the client digital planning experience.
Centralized Planning and Coaching Support 50%
·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 Subject matter expertise (40%)
Business Processes/Operational effectiveness (10%)
Knowledge & Skills:
At our company, we have been helping our customers and communities for over 195 years. Collaborating with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
To find out more visit our website at www.bmo.com/careers.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.
Compensation and Benefits:
Pay Type:
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.