Investment Associate: Client-Focused Wealth Advisor

Bank N.A.

Calgary

On-site

CAD 42,000 - 92,000

Full time

2 days ago

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Job summary

BMO Financial Group in Calgary is hiring for a client-focused Wealth Advisor role within Wealth Sales & Service. The role centers on managing and growing client relationships by delivering tailored investment advice, service, and strategic wealth planning.

Collaboration with the lead advisor and internal partners is essential to identify opportunities for growth and deliver exceptional client experiences. Responsibilities include preparing financial plans, conducting portfolio reviews, and

Qualifications

Minimum 5 years of relevant experience or certification in related field.
Must meet licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Responsibilities

Manage and grow client relationships through service and advice.
Assess client investment needs to provide professional, customized investment-related advice, sales and service.
Prepare and execute client portfolio reviews and generate proposals as directed by the lead advisor.
Support growth objectives through sales, business development and marketing activities.
Collaborate with internal and external stakeholders to deliver on business objectives.
Adhere to risk management policies and regulatory requirements.