Director, Private Wealth Advisor
BMO US(13 days ago)
About this role
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships in wealth management. It focuses on delivering a holistic client experience through strategic business development, collaboration with internal and external stakeholders, and targeted financial solutions.
Required Skills
- wealth Management
- Relationship Management
- Financial Planning
- Business Development
- Client Relations
- Regulatory Knowledge
- Communication Skills
- Data Analysis
- Team Collaboration
- Strategy
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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