Wealth Management Advisor
1 week ago
We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.
Key Responsibilities- Develop and execute business development strategies to attract and retain a portfolio of high net worth clients.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing personalized advice and solutions.
- Collaborate with internal stakeholders to develop and implement integrated business development plans, leveraging the expertise of subject matter experts to deliver comprehensive financial solutions.
- Lead and participate in the design, implementation, and management of core business processes, ensuring seamless execution and delivery of high-quality services.
- Develop and manage business programs, identifying opportunities for growth and improvement, and implementing changes as needed.
- Provide specialized consulting, analytical, and technical support to clients, exercising judgment to identify, diagnose, and solve complex problems.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- Typically between 5-7 years of relevant experience in wealth management or a related field, with a post-secondary degree in a related field of study or an equivalent combination of education and experience.
- MBA certification preferred.
- Experience dealing with high net worth clients and equivalent knowledge base.
- Certified Financial Planner (CFP) designation preferred.
- Broad knowledge of all facets of wealth management, including investment, banking, and trust services.
- In-depth knowledge of BMO products, services, and capabilities.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Excellent verbal and written communication skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to exercise judgment and make informed decisions.
- Ability to work independently and collaboratively as part of a team, with a focus on delivering high-quality results and exceeding client expectations.
At BMO, we offer a comprehensive compensation package, including a competitive salary, performance-based incentives, and a range of benefits, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional development and growth, with a focus on helping our employees achieve their career goals and make a meaningful impact in their communities.
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