Planning Consultant Cover Letter

In response to your job posting for planning consultant, I am including this letter and my resume for your review.

In my previous role, I was responsible for financial planning and practice management consulting and training to financial advisors, key business partners and regional sales managers.

Please consider my experience and qualifications for this position:

• Full current driving licence and access to a form of transport to travel to various sites to carry out the duties of the post
• A graduate with a BSc/MSc in an analytical subject
• Confidence in counseling representatives on a variety of proactive approaches and solutions
• Strong analytical skills, problem solving, attention to detail and accuracy
• Knowledge of the relevant international frameworks pertaining to gender equality and women’s empowerment, gender mainstreaming and gender analysis
• Driven, opportunistic and commercially aware individual
• Organised and able to generate own new business
• Delivers excellent client service and satisfaction

I would like to submit my application for the planning consultant opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for basic retirement planning, investment and financial wellness education including workshop-based seminars, targeted mailing campaigns, webinars and videos.

Please consider my experience and qualifications for this position:

• PMP and/or or PfMP certification
• Proficiency with “best in class” management consulting methodologies and frameworks
• Proficient in MS Office (Access, Excel, PowerPoint, Word, Visio)
• Proficiency in SQL to run reporting / ad-hoc analysis in Oracle databases
• Proficient in business intelligence reporting tools (Teradata, Dart)
• Experienced in organizational change management methodology and practices
• Thorough understanding of the healthcare industry including health care financing and delivery processes and their relationship to public policy and technology
• Winning business or playing a significant role in successful bids

In response to your job posting for planning consultant, I am including this letter and my resume for your review.

In the previous role, I was responsible for in-depth subject matter expertise on Retirement Readiness and related marketing, sales and financial planning program initiatives.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Specialist Investment Adviser or Certified Financial Planner, CFP©
• Chartered Financial Analyst , CFA is desirable but not essential
• Florida Certified Contract Manager certification
• Providing customer service and/or training to internal and external customers
• Experience composing written correspondence to include grants, reports, letters, memos
• Practical project management experience with excellent attention to detail
• Dedicated referral sources
• Relevant experience, preferably within the private sector

I submit this application to express my sincere interest in the planning consultant position.

In the previous role, I was responsible for estate and financial planning technical resources for advisors and Financial Centres where necessary and appropriate.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Relevant tertiary qualification, such as Bachelor of Regional and Town Planning or equivalent
• Existing relationships with Transport for NSW and/or NSW Department of Planning will be ideal
• Proven track record leading and delivering complex multi-disciplinary projects
• Strong knowledge of NSW and Commonwealth planning legislation
• Strong stakeholder and client relationship management skills
• Previous consultancy experience will be highly desirable
• A Juris Doctor (JD) or Certified Public Accountant (CPA) is preferred
• Industry education (CLU, ChFC, designations encouraged)

Please consider me for the planning consultant opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for tools (including software), procedures and administrative support to the financial planners and support staff in EFPS offices across so they can provide quality estate and financial planning services to the career sales force.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Support wealth management client advisors by contributing to broaden the dialogue and to enhance the client relationship in order to help consolidate Client assets and increase revenues
• Analyze client information and objectives to provide guidance and direction in developing solutions to complex, ambiguous and multi-faceted client issues
• Review comprehensive will & estate planning documents for Clients to summarize key terms of documents in context of wealth plan
• Provide Clients with complex will, estate and trust planning recommendations and solutions in connection with their overall wealth planning needs
• Provide commentary and awareness on emerging estate planning trends, new legislation and relevant case law to BMO colleagues and their Clients through articles and business development ideas
• Deliver presentations on will & estate planning topics to internal and external groups including BMO employees, Clients, prospects and centers of influence
• Act as media spokesperson for BMO on emerging will & estate planning topics of interest to clients
• Strong business development and relationship management skills - proactive, self-starter, confident