Director, Private Wealth Advisor
BMO US(22 days ago)
About this role
This role involves providing advisory-based wealth management services through relationship management, business development, and strategic planning. The focus is on delivering personalized financial solutions, building client trust, and collaborating across teams to grow and retain a high-net-worth client portfolio.
Required Skills
- Financial Planning
- Relationship Management
- Business Development
- Regulatory Knowledge
- Wealth Management
- Client Service
- Strategic Planning
- Financial Analysis
- Product Knowledge
- Networking
Qualifications
- Post-secondary degree
- MBA (preferred)
- Certified Financial Planner (preferred)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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