POSITION BRIEF. Wealth Planning Consultant Calgary, Alberta. Contact Details

Transcription

1 POSITION BRIEF Wealth Planning Consultant Calgary, Alberta Contact Details Sue Raposo Senior Recruitment Partner Professional Search Group Myrrha Brady Senior Search Partner Professional Search Group

2 BMO Wealth Management BMO's group of wealth management businesses serves a full range of client segments from mainstream to ultra-high net worth and institutional, with a broad offering of wealth management products and solutions. BMO PCG operates in both Canada and the United States as well as in Asia and Europe. Lines of Businesses include: BMO Nesbitt Burns BMO InvestorLine BMO Private Banking in Canada, the United States and in Asia BMO Global Asset Management Position Description The Wealth Planning Consultant - High Net Worth exists to help IAs (Investment Advisors) develop specific client strategies to broaden the dialogue, consolidate client assets, and increase revenues. The scope of the role is on clients of $1 - $7+ million. A critical objective for incumbents in this role is the enhancement of the IA Experience, thus driving increased profitability, improved market share and NPS (Net Promoter Scores) scores. Key Accountabilities Business Delivery and Operational Effectiveness Work one-on-one with Investment Advisors (IAs) to help with the development and delivery (if required) of wealth management solutions predominantly focused on high net worth clients. Create awareness with Investment Advisors of key products and services offered by BMO Nesbitt Burns, BMO Financial Group and beyond, with the end goal of generating increased asset levels from High Net Worth investors. Develop and conduct presentations for and directly to clients where appropriate Execute a disciplined approach to all Sales and Wealth Management Strategies and goals to support Regional or National business growth and while focusing on the client experience Reinforce PCG (Private Client Group) sales processes and the Enterprise Wealth Planning client experience by identifying gaps & best practices to ensure delivery of complex wealth plans to PCD (Private Client Division) clients Assist in IA training both rookie advisors and established IA s Develop and execute regular sales campaigns and awareness articles for publication through internal IA communications vehicles Client and Relationship Management Work with Branch Managers to increase awareness of the Wealth Planning Consultants in their branches Develop strong relationships with key players in the external community and other professional networks/associations to support the brand image of PCG within the market Develop internal and external networks and referrals sources to ensure the ongoing growth of the PCG business within the region and to achieve identified personal targets Provide insight and share expertise with team members for advanced financial planning concepts; such as, succession planning and philanthropy and other complex wealth services offerings Demonstrate a consultative and collaborative selling approach in customer conversations, acting as a member of a client team, to facilitate the PCG desired client experience and to achieve business goals (Requisition Number) 2

3 Support the success of the client team by ensuring the effectiveness of team members, providing appropriate coaching to deliver the integrated offer in a cohesive manner Provide proactive, integrated, and customized advice and creates and implements wealth planning strategies to help clients achieve their financial and personal goals Increase the Bank s exposure to affluent and wealthy clients and prospects within the region (national where applicable) Qualifications A minimum of 5-10 years of relevant investment industry experience University degree CFP Designation Pl. Fin. Designation (Quebec) Experience interacting with and selling to IAs and or High Net Worth clients A background in one of the following areas would be considered an asset: o Similar role with another investment dealer o Investment Advisor contemplating a career shift o Financial Planner MBA considered an asset CA/CGA/CMA considered an asset LL.B/LL.L/LL.M considered an asset Knowledge of financial planning principals Working knowledge of Navi-Plan Trust & Estate Practitioner Other Finance Designations Life Insurance Designations considered an asset About BMO Nesbitt Burns BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,300 Investment Advisors at 50 branches across Canada. BMO is Canada s oldest bank, founded in The origins of BMO Nesbitt Burns predecessor firms date back to In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns. About BMO Financial Group Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $692 billion as of July 31, 2016 and over 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets. You can read more about BMO by visiting our website, (Requisition Number) 3

4 Why Work at BMO? Customer Impact Opportunities to create great customer experiences Support for Success Managers and coworkers committed to coaching, guidance and collaboration Career Possibilities Encouragement to explore your potential and contribute to your fullest Work-Life Effectiveness Innovative approaches to provide you with flexibility Learning and Development Access to a variety of growth opportunities Diversity and Inclusion An open and supportive workplace for all individuals Respect and Integrity A culture of personal accountability and high ethical standards Performance Culture rewards and recognition that drive differentiated performance Working with us means being part of a team of talented, 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. 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 This position is important for the future of the organization and offers an overall competitive compensation mix including base salary, annual bonus and performance-based incentives. Privacy At BMO Financial Group your privacy is our priority. Our Privacy Code outlines our commitment to you and is designed to comply with applicable Privacy legislation in Canada. To view a copy of the Bank s privacy policy please visit our website at scroll to the bottom of the page and click on the Privacy link To apply, please visit the Career section of our website at: (Requisition Number) 4

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