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 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.
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.
Responsibilities
- Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
- Collaborates with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plans.
- 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.
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.
Skills
- Advisory-based financial planning approach.
- Client relationship management.
- Business development strategy.
- Financial planning and solutions.
- Collaboration and teamwork.
- Data analysis and interpretation.
- Communication and presentation skills.
- Problem-solving and decision-making.
- Regulatory and compliance knowledge.
- Customer service and retention strategies.
- Strategic planning and execution.
Benefits
Not specified.
Pay
$102,000.00 - $190,000.00
Schedule
Not specified.