Wealth Advisor, Director

Bmogamretailbriefcase

Base: $91,800.00 - $171,000.00; bonus/equity: comm...
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Advisory-based sales and relationship management
Holistic advice and solutions delivery
Business development strategy execution
** BMO Financial Group is seeking a Wealth Advisor, Director, who will provide advisory-based sales and relationship management to develop and maintain a portfolio of high-net-worth clients. The role focuses on delivering exceptional client experiences through tailored financial solutions and requires strong collaboration with internal teams and industry experts. **

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

Match Score: 75

** BMO Financial Group is seeking a Wealth Advisor, Director, who will provide advisory-based sales and relationship management to develop and maintain a portfolio of high-net-worth clients. The role focuses on delivering exceptional client experiences through tailored financial solutions and requires strong collaboration with internal teams and industry experts. **

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Advisory-based sales and relationship management
  • Holistic advice and solutions delivery
  • Business development strategy execution
  • Internal and external network development
  • Client relationship management
  • Risk Management Framework application

Nice-to-have

  • Proactive client needs identification
  • Creative problem-solving
  • Marketplace presence enhancement
  • Cross-group collaboration focus
  • Data-driven decision making

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