Private Wealth Advisor
BMO US(27 days ago)
About this role
A client-facing wealth advisor role responsible for advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships. The role delivers holistic financial planning solutions by coordinating an integrated team of subject-matter experts and develops business strategy to drive regional sales results and client retention.
Required Skills
- Relationship Management
- Financial Planning
- Business Development
- Client Advisory
- Stakeholder Management
- Data Analysis
- Change Management
- Reporting
- Compliance
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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