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 plans.

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.

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.

Safeguards our customers' assets, maintains their privacy, acts in their best interests, and ensures an effectively run function.

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 plans.
• 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.
• 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.
• Safeguards our customers' assets, maintains their privacy, acts in their best interests, and ensures an effectively run function.
• 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

Includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

Pay

$102,000.00 - $190,000.00

Pay Type: Salaried