Wealth Advisor - Director

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.

Responsibilities

• Combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice.
• Crafts and executes creative solutions for the client, coordinating multi-disciplinary teams.
• Identifies and executes growth opportunities within existing client relationships, driving increased wallet share through strategic cross-selling and relationship deepening initiatives.
• Develops and executes business development strategy, sales targets, and results for the assigned region.
• Grows business in the assigned portfolio / jurisdiction through internal and external networks and referral sources.
• Enhances presence in the marketplace by collaborating with other experts to create integrated business development plans.
• Acts as the primary Relationship Manager for assigned client relationships.
• Ledges / assists with creation of 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.
• Ensures timely execution of transactions and requests.

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.
• 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.

Qualifications

• Advanced 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)
• Financial planning
• Client service
• Collaboration
• Customer Service
• Problem Solving

Skills

• Strategic relationship management
• Networking
• Business Development
• Commercial acumen
• Financial planning
• Client service
• Collaboration
• Customer Service
• Problem Solving

Benefits

See BMO's Total Rewards Program for more details.

Pay

$102,000.00 - $190,000.00

Schedule

Salaried

Company

BMO Financial Group