Wealth Advisor, Director

About the role

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.

Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.

Collaborates with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.

Develops and executes the business development strategy, sales targets and the sales results for the assigned region.

Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.

Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.

Leads / 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.

Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

Acts as the primary Relationship Manager for assigned client relationships.

Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

Conducts independent analysis and assessment to resolve strategic issues.

Builds effective relationships with internal/external stakeholders.

Serves as a subject matter expert on relevant regulations and policies.

May network with industry contacts to gain competitive insights and best practices.

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.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

Maintains a high standard of service to maximize relationship retention and growth.

Develops rapport and instills confidence with the client to develop credibility and earn their trust.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

Implements changes in response to shifting trends.

Responsibilities

• Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
• Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.
• Collaborates with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Leads / 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.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as the primary Relationship Manager for assigned client relationships.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds effective relationships with internal/external stakeholders.
• Serves as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• 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.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Maintains a high standard of service to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Requirements

Typically 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.

Experience dealing with HNW clients and equivalent knowledge base.

Certified Financial Planner is preferred.

Broad knowledge of all facets of wealth management.

In-depth / expert knowledge of Bank products, services and capabilities.

Seasoned professional with a combination of education, experience and industry knowledge.

Verbal & written communication skills - In-depth / Expert.

Analytical and problem solving skills - In-depth / Expert.

Influence skills - In-depth / Expert.

Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

Data driven decision making - In-depth / Expert.

Qualifications

• Typically 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.
• Experience dealing with HNW clients and equivalent knowledge base.
• Certified Financial Planner is preferred.
• Broad knowledge of all facets of wealth management.
• In-depth / expert knowledge of Bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Data driven decision making - In-depth / Expert.

Benefits

See details at BMO Financial Group’s Total Rewards.

Pay

$102,000.00 - $190,000.00

Schedule

N/A

Skills

Advisory-based financial planning approach.

Client relationship management.

Business development strategy.

Financial planning solutions.

Integrated business development plan.

Internal and external networking.

Client proposal creation.

Annual client review.

Client report production.

Recommendations to senior leaders.

Strategic initiative execution.

Independent analysis and assessment.

Insight and recommendation provision.

Change management plan development.

Communication plan definition.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.

Complex problem solving.

Complex issue resolution.

Shifting trend monitoring.

Performance tracking and addressing.

Regular and ad-hoc report design and production.

Dashboard design and production.

Change management plan execution.

Communication plan execution.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.

Complex problem solving.

Complex issue resolution.

Shifting trend monitoring.

Performance tracking and addressing.

Regular and ad-hoc report design and production.

Dashboard design and production.

Change management plan execution.

Communication plan execution.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.

Complex problem solving.

Complex issue resolution.

Shifting trend monitoring.

Performance tracking and addressing.

Regular and ad-hoc report design and production.

Dashboard design and production.

Change management plan execution.

Communication plan execution.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.

Complex problem solving.

Complex issue resolution.

Shifting trend monitoring.

Performance tracking and addressing.

Regular and ad-hoc report design and production.

Dashboard design and production.

Change management plan execution.

Communication plan execution.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.

Complex problem solving.

Complex issue resolution.

Shifting trend monitoring.

Performance tracking and addressing.

Regular and ad-hoc report design and production.

Dashboard design and production.

Change management plan execution.

Communication plan execution.

Operational program execution.

Tool and training design.

Core business/group process implementation.

Program development and management.

Industry trend consideration.

Enhancements recommendation.