Wealth Advisor

About the role

Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice.

Responsibilities

• Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Acts as the primary Relationship Manager for assigned client relationships.
• Led / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews).
• Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
• Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
• Ensures timely execution of transactions and requests.
• Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.
• Introduces subject matter experts to the client.
• Shares wealth solutions expertise and product knowledge across regional team.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Maintains up-to-date knowledge of financial markets, products, and regulatory changes through ongoing training and professional development.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Maintains rigorous risk management practices across all client solutions.
• Conducts regular reviews to assess progress toward financial objectives.
• Takes measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.

Qualifications

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• MBA certification preferred.
• Certified Financial Planner is preferred.
• Experience dealing with HNW and UHNW clients.
• Broad knowledge of all facets of wealth management.
• In-depth knowledge of Bank products, services and capabilities.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Intermediate Proficiency: Strategic relationship management, Networking, Business Development, Commercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm).
• Advanced Proficiency: Financial planning, Client service, Collaboration, Customer Service, Problem Solving.

Pay

$74,000.00 - $138,000.00

Pay Type: Salaried

Benefits

For more information about BMO's benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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/us/en

Equal Employment Opportunity

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.