Wealth Analyst
BMO
About this role
Provides support and product expertise for financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services assigned client portfolios and acts as the key service contact to ensure an exceptional client experience. Supports business growth and retention through coordinating strategic initiatives, preparing financial plan reports and client presentations, and maintaining accurate sales and relationship records.
Skills
Qualifications
About BMO
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Recent company news
American BankerBMO unveils plan to invest in its U.S. branches, technology
Aug 26, 2025
Bloomberg.comBMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
MarketBeatBMO US Dividend ETF (CAD) (TSE:ZDY) Sets New 12-Month High - Here's What Happened
3 weeks ago
Financial PostBMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
ReutersBMO hires former BofA executive Aron Levine to lead US units, rejigs teams
Jun 5, 2025
About BMO
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO.
Salary
$45k – $83k
per year