Wealth Advisor

Responsibilities

• Provide advisory-based sales and relationship management to attract, retain, and grow a portfolio of high-net-worth (HNW) client relationships.
• Develop and execute business development strategies and sales targets for the assigned region.
• Act as the primary Relationship Manager, leading annual client reviews and creating comprehensive financial plans and proposals.
• Build internal and external networks, collaborating with subject matter experts, attorneys, and accountants to deliver holistic advice.
• Proactively identify client needs and facilitate resolutions to complex financial issues.
• Ensure strict adherence to risk and compliance processes to safeguard client assets and maintain privacy.
• Analyze data and market trends to provide strategic recommendations to senior leadership.

Requirements

• 7+ years of relevant experience in wealth management or a related field.
• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Proven experience working with High-Net-Worth (HNW) clients.
• Deep knowledge of wealth management products, services, and industry regulations.
• Exceptional verbal and written communication skills.
• Advanced analytical and problem-solving capabilities.
• Strong ability to influence stakeholders and collaborate across diverse teams.

Preferred Qualifications

• MBA certification.
• Certified Financial Planner (CFP) designation.

Benefits

• Competitive salary range ($102,000.00 - $190,000.00) based on experience and location.
• Performance-based incentives and discretionary bonuses.
• Comprehensive health insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally. We are committed to creating lasting, positive change for our customers, our communities, and our people.