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.

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

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

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.

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

Designs and produces regular and ad-hoc reports, and dashboards.

Leads or participates in the design, implementation and management of core business/group processes.

Supports the achievement of the business plan within the designated territory / region.

Collaborates effectively with internal stakeholders to build capability and drive business growth.

Maintains high-quality service standards 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.

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.
• Coordinates and integrated team of subject matter experts 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.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• 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.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads or participates in the design, implementation and management of core business/group processes.
• Supports the achievement of the business plan within the designated territory / region.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Maintains high-quality service standards 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.

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 comprehensive benefits package, including 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/us/en/Total-Rewards

Pay

$91,800.00 - $171,000.00

Pay Type: Salaried