Senior Wealth Advisor for High-Net-Worth Clients

Bank of Montreal; Toronto; On-site; CAD 70,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

Bank of Montreal seeks a client-focused Wealth Advisor to manage relationships with high-net-worth clients, delivering personalized investment advice and wealth management strategies. You will collaborate with experienced Investment Advisors and partners to grow client portfolios and referrals, while educating clients on plans, risks and performance expectations.

Role emphasizes proactive prospecting, semi-annual portfolio reviews, and alignment with regulatory standards.

Qualifications

• Establish and grow relationships with high-net-worth clients.
• Assess client investment needs and provide personalized advice.
• Engage in sales, business development and marketing activities including prospecting.

Responsibilities

• Prepare client portfolio reviews and investment proposals.
• Educate clients on risks, strategies and performance expectations.
• Collaborate with lead advisor and internal partners to deliver wealth management solutions.
• Maintain compliance with regulatory requirements and risk policies.

Skills

Client relationships

Investment advice

Prospecting

Communication

Team collaboration

Education

CIRO registration (IR)

CFP or CIM designation

Tools

CRM systems

Job description

Bank of Montreal seeks a client-focused Wealth Advisor to manage relationships with high-net-worth clients, delivering personalized investment advice and wealth management strategies. You will collaborate with experienced Investment Advisors and partners to grow client portfolios and referrals, while educating clients on plans, risks and performance expectations.

Role emphasizes proactive prospecting, semi-annual portfolio reviews, and alignment with regulatory standards.