Wealth Advisor, Director

BMO

320 S Canal Street, , United States
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Relationship management
Holistic advice delivery
Business development strategy
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

Job Summary

  • 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.
  • Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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.

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: May include commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Relationship management
  • Holistic advice delivery
  • Business development strategy
  • Marketplace presence enhancement
  • Client issue resolution

Nice-to-have

  • Creative problem solving
  • Cross-group collaboration
  • Adaptability to trends
  • Risk management framework application

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree or equivalent
  • Experience with HNW clients
  • MBA certification preferred
  • Certified Financial Planner preferred

Work Rights

Not specified

Tailored Resume

Cover Letter