- Burnaby, British Columbia, Canada
- Hybrid
- Full-time
- $70K–$150K per year
- 5+ years
Provide financial planning expertise and support to BMO Wealth Professionals across investment, retirement, estate, tax, insurance, and corporate planning strategies.
Compensation
$70,000.00 - $150,000.00
Responsibilities
- Deliver financial planning support through a regional centralized platform
- Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans
- Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath
- Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge
- Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs