Private Banker, Private Wealth

BMO US(1 month ago)

Quebec City, QC, CanadaOnsiteFull TimeMedior$56,000 - $103,500Wealth Sales & Service

About this role

A Private Banker Level 1 at BMO manages and grows relationships with high-net-worth clients by delivering personalized banking and financial solutions. The role supports clients’ complex balance sheet and planning needs while contributing to branch and regional growth and adhering to the bank’s risk and compliance standards.

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Required Skills

Relationship Management
Financial Planning
Credit Knowledge
Sales
Client Service
Business Development
Analytical Thinking
Communication
Collaboration
Negotiation

Qualifications

Post-Secondary Degree
Required Licensing/Certification (jurisdiction)
Financial Planning Designation (asset/in-progress)
Credit Qualification

About BMO US

bmo.com

BMO 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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